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Best financial advisors in Anderson, OH

Registered advisers within 25 miles of Anderson, OH.

Offices
823
Firms
295
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,414 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
COMMONWEALTH FINANCIAL NETWORK
PROSPERA FINANCIAL SERVICES, INC.
SCHMERGE EXECUTIVE PLANNING SERVICES, INC.
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
WYOMING WEALTH MANAGEMENT, LLC
HERO INVESTORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
STATE FARM INVESTMENT MANAGEMENT CORP.
WAVERLY ADVISORS, LLC
CWM, LLC

Investors

DANIEL ROBERT LEUGERS
KEVIN M TIERNEY
JENNY LEE EVERMAN
BRIAN DAVID CASSIN
KATHY J HAMM
TIFFANY M HOLT
Ian Wilson
STEPHEN R CRONE
Ricki Joseph Wilson
MARK JOSEPH SCHMERGE
Lukas Paul Manger
THOMAS EDWARD HERMANN
Albert A Duplace Jr.
Jeroen Johan van Leersum
JOHN LEE HEINZE
ROTH ALAN ERIC
BRIAN DAVID EMERY
Jeremy Ramsey
Joseph Bernard Wolke
TODD RYAN BLESSING
Diana Bowman Damico
Daniel David Wolf
BRAD MICHAEL MOELLER
JASON MATTHEW NELSON
EDWARD TAYLOR McDANNOLD
NICHOLAS N SCHULTE
LEAH CHRISTINE SCHULTE
NEAL SCHULTE
Alan Thomas Topolski
ROBERT JOSEPH LEMMONS
Christopher Charles Allen
ROBERT NORMAN SIEGMANN
JOEL ALAN MUSSER
Dylan Micheal Sabol
DAVID DEAN WILDER
JONATHAN WILLIAM ANDRE
MARC JAMES WAMBAUGH
Micah Peterson
Abigail Caroline Crouch
Bao Nguyen
Neil Mayo

Within 25 miles of Anderson, OH, Best Investors lists 295 registered investment advisory firms with 823 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,414 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 Anderson

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM