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Best financial advisors in Athalia, OH

Registered advisers within 25 miles of Athalia, OH.

Offices
79
Firms
38
Combined AUM
$9.91T
Firm-wide filings, not assets booked only here
Clients
1.44M
1,444,491 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

WESBANCO SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MORGAN STANLEY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LAYNE FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CREATIVE FINANCIAL SOLUTIONS, LLC

Investors

Adam Morris
Alisa Marie Napier
JOSEPH M UNGER
BRIAN LANCE MASSEY
LARRY ALAN RODES
WILLIAM GRANVEL DILLEY
Haley Alexys Popp
Kimberly Lynn Kennedy
Stephanie Jeanette Perry
James Patrick Kent
Hannah M Sheppard
Michael S Bumgardner
Seka Lewis-Gregor
Casey Adkins
TODD CHRISTOPHER DUDLEY
LEA ANN BOSTIC
BENJAMIN ALAN MCGINNIS
Dewey C Brown
LEIGH A VILLERS
JOHN ALFRED VILLERS
KATHY LYNN WHITLEY
JANET SUE CHAFFIN
JAMES E KARNES
Christopher Staten
MARGARET KATHRYN HAGY
Jan A McGinnis
Jason Strader
Cole Villers
Chase Matthew Villers
THOMAS L CANNON
GARY LEE MCALISTER
WILLIAM C BROWN
Benjamin M McGinnis
THOMAS RANDALL WILMINK
Gregory Alan Gillmeister
Nathaniel Booth
Jared Tyler Slyh
MORGAN CHANDLER HOOD
ANN MARIE STAMM
Leanna Vallie Canup
JOHN THOMAS HOLLAND
Joseph George
DANIEL THOMAS WELLS
Ethan Michael Layne
LAWRENCE EDWARD MILLER
CALEB CONRAD GIBSON
ROBERT FRANCIS POWERS
John Arthur Leslie Hall
Tyler J Hutchison
Edward Alexander Kingery
Sean Hornbuckle
Rebecca Tanner
JOSEPH TYLER BULLINGTON
STEVEN HOWE SMITH

Within 25 miles of Athalia, OH, Best Investors lists 38 registered investment advisory firms with 79 offices nearby, managing about $9.91T in combined regulatory AUM across 1,444,491 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 Athalia

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM