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Best financial advisors in Albany, OH

Registered advisers within 25 miles of Albany, OH.

Offices
16
Firms
7
Combined AUM
$3.31T
Firm-wide filings, not assets booked only here
Clients
775K
775,355 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LEXAURUM ADVISORS
ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS

Investors

STUART CLARK GOLDSBERRY
Robert Postlewaite
Aaron Scott McAllister
ROMNEY KAY COX
Jacob R Fraylick
DANETTE K CARR
Andrew J McRill
DANIEL SEAN STROH
MARK VAUGHN SNIDER
PHILLIP MICHAEL SMELTZER
KEVIN MATTHEW GEGORSKI
JEFFERY DALE CHADDOCK
SHERYL K HILL
SCOTT D BENTLEY
MICHAEL JOE CARPENTER
Dawn Michelle Wilson
Antal F Vegh
Sandor Vegh
Michael Chapman
James Spiro Karageorge
Kyle Barnhouse
Lesley Catherine Marrero
Taylor Quinn Rose
TIFFANY DANIELS
Ty Douglas Broermann
Bradley Wilson
David W Furbee
Chad Albert Knittel
John David Lewis
Martin Ellison

Within 25 miles of Albany, OH, Best Investors lists 7 registered investment advisory firms with 16 offices nearby, managing about $3.31T in combined regulatory AUM across 775,355 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 Albany

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 LEXAURUM ADVISORS 52 clients · 35 advisers $1.27B AUM 7 ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS 25 clients · 1 advisers $28.5M AUM