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Best financial advisors in Williams Mountain, WV

Registered advisers within 25 miles of Williams Mountain, WV.

Offices
53
Firms
29
Combined AUM
$7.77T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,256,739 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED BROKERAGE SERVICES, INC
OSAIC WEALTH, INC.
RETIREMENT PLANNING CONSULTANTS INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
BIANCO CAPITAL MANAGEMENT, LLC

Investors

ERIC SCOTT PRITT
GREGORY ALLEN DENNIS
STEPHEN WAYNE SMITH
ERIC J AYERSMAN
WILLIAM CLIVE MANGUS
James Cameron Vance
Charles Jennings Haught
PATTY ANN LIPPS
Matthew C Carr
Jamya Berkley
Charlie DaVee
MICHAEL ALLEN FRONTINO
Mariann Jessica Rutherford
John White
CHAD RYAN PRESTON
Joshua Caleb Spears

Within 25 miles of Williams Mountain, WV, Best Investors lists 29 registered investment advisory firms with 53 offices nearby, managing about $7.77T in combined regulatory AUM across 1,256,739 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Williams Mountain

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM