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Best financial advisors in Athens, OH

Registered advisers within 25 miles of Athens, OH.

Offices
20
Firms
11
Combined AUM
$3.69T
Firm-wide filings, not assets booked only here
Clients
861K
861,348 clients when Item 5C has a number
Avg / client
$4.28M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LEXAURUM ADVISORS
ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RBC CAPITAL MARKETS, LLC

Investors

Robert Postlewaite
STUART CLARK GOLDSBERRY
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
ROMNEY KAY COX
Jacob R Fraylick
DANETTE K CARR
Dawn Michelle Wilson
Michael Chapman
James Spiro Karageorge
Kyle Barnhouse
Aaron Scott McAllister
Antal F Vegh
Sandor Vegh
Blake Edward Richards
Christopher Andrew Johnson
Matthew Ryan McCleese
CORBY RYAN LEACH
Jacob W. Hill
Parker J Brady
Drew Michael Smart
Holly Gibbs-Engel
JAMIE RAE JARMON
Jacob Scott Haywood
ANASTASIA J DUBLE

Within 25 miles of Athens, OH, Best Investors lists 11 registered investment advisory firms with 20 offices nearby, managing about $3.69T in combined regulatory AUM across 861,348 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 Athens

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM