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Best financial advisors in Anna, OH

Registered advisers within 25 miles of Anna, OH.

Offices
138
Firms
44
Combined AUM
$4.97T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,058,255 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SENIORMARK, LLC
CREATIVE FINANCIAL DESIGNS, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

Jason Christman
Zachary Jonathan Ross
Clasena Danielle Sielschott
Tiffany Alexandra Long
LaTrisha Reed
Steven E Lewis
Gerald Lee Vanderhorst
ADAM GERALD VANDERHORST
Andrew Lynn Shaffer
ASHLEY REINE HIMES
Bryson Ray Long
Dominique Suzanne Christman
DANIEL LEE HOELSCHER
Adam Fullenkamp
Robert B Curry
Kristi M Daniel
DIANNE M PITTS
Craig Morris
Matthew Nutter
Jacinda Elizabeth Fried
Christine J. Hulme
DANIEL JOSEPH BENSMAN
Cayla Lynn Bensman
David Heintz
Julie E Fuller
SCOTT JOSEPH STEINEMAN
MARK HENRY HOGE
Jordan Edward Rethman
Amy Rose Fullenkamp
JUSTIN LEE EIGENBROD
JUSTIN ROBERT WISSMAN
Danielle Lynn Yingst
Sarah Christine Schmitz
Barbara Ann Barnhart
Jacob Bruns
Amy Huber
LISA KATTERHENRY HOWE

Within 25 miles of Anna, OH, Best Investors lists 44 registered investment advisory firms with 138 offices nearby, managing about $4.97T in combined regulatory AUM across 1,058,255 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 Anna

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM