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Best financial advisors in Ashtabula, OH

Registered advisers within 25 miles of Ashtabula, OH.

Offices
22
Firms
14
Combined AUM
$3.36T
Firm-wide filings, not assets booked only here
Clients
960K
960,081 clients when Item 5C has a number
Avg / client
$3.50M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
AUSDAL FINANCIAL PARTNERS, INC.
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Investors

JAMES ALLEN LEBZELTER
Joseph Massucci
Ryan Wagner
PHILLIP ANDERSON
Rachel Lynne Okorn
DANIEL HUFFMAN
RACHEL DOMINESSY
EARLINE ELLA STILTNER
ROY LEE STILTNER
Daniel Ralph Sposito
John A Bowler
Jaymes Delmont Pew
GERALD ROBERT GIANGOLA
Jacob David Flautt
David Alan Flautt
ANGELA MARIE Bowman
CHAD VAVPETIC
Joseph Anthony Zappitelli
Ally GraceAnn Durkovic
Jacob Ronald Zappitelli
Kristen Anna Futchko
Anthony Michael Monda
Hayden Wylie Dattilio
JON P GLINK
JOSHUA J GOTTRON
NATHAN ALAN SMITH
Toni Rae Armeni
Todd Morgan
KEVIN KILFOYLE
H David Rocker
Jack Schumacher
David R Branham
Cyrus Massoudi
PATRICK GEORGE ARMSTRONG
GEORGE MICHAEL BELLISH
Nicholas Charles Holoman

Within 25 miles of Ashtabula, OH, Best Investors lists 14 registered investment advisory firms with 22 offices nearby, managing about $3.36T in combined regulatory AUM across 960,081 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 Ashtabula

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 7 PRIME CAPITAL FINANCIAL 1,816 clients · 267 advisers $39.1B AUM 8 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 237 advisers $30.5B AUM