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Best financial advisors in Atwater, OH

Registered advisers within 25 miles of Atwater, OH.

Offices
448
Firms
139
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,023 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY

Investors

Michael Joseph Messina
Nicholas James Messina
HEIDI SUE DILLON
DAVID MICHAEL VARNER
DAVID WAYNE YOUNG
JASON WAYNE YOUNG
GUY PAUL HUFSTETLER
Carl R Garrison
Debra J. Danks
GEORGE BURNS
Lynette Irene Wilson
JAMES HOLLOWAY SCIORTINO
Patrick Helderman
LEE GORDON KRABILL
DERWOOD SCOTT MILLER
NATHANIAL DENNIS ARPS
MICHELE LYNN Johns
DENNIS PAUL JUVAN
Gavin William Reaser
Gary Thomas Miller
Eric W Roberts
STEVEN DAVID VALE
Samuel Plastow
Scott Wolf
VICTOR MANUEL PEREZ
John Carl Messina
Rachel S Hancock
ZACHARY ALDEN BRINKLEY
Christopher Yappel
Sarah Boros
Katerina Athena Siamidis
DAVID JAY COLWELL
DAVID B CRISS
DAVID THOMAS FARRAGHER
Jonathan Vazquez
Douglas Earl Esenwine
TRAVIS ALAN LICHTENFELD
Donald Jordan Mack
Daniel Duric
John Chandler Haskins
SOL H CHALHOUB
JOHN GROSS
RYAN N RICART
Philip Warner
Nicholas Balante
Ricky Chisholm
Jordan L Evans
KENNETH JAMES CHODZIN
MATTHEW JAMES MAPLEY
DAWN KIMBERLY MULLENAX
JENNIFER JO VANADIA
BRIAN R SHREVE
JARVIS HALL
AUSTIN LACEY ALAMANDER HOLBROOK
RYAN PAUL PROKOPIUS
GARY MARTIN SCHINDLER
EDWARD FRANCIS PERO
JONATHAN ROSS MESOK
MATTHEW E KALLIO
NATHAN ANDREW KAUFMAN
SETH NIZAR TAHA
JO ANN DESMARTEAU-TRUSNIK
STEVEN M KOCHOVSKI
MICHELLE LEE HANSEN
Steven Eric Schroll
Jefferson Sarchione
Robert Russell Innerst
Bo James Fisher
JOHN E TOTH
FREDERICK EDWARD BERNDT
STEVEN D SCHERER
KATRINA LOUISE RUSSO
ERIC DONALD STOCKLEY

Within 25 miles of Atwater, OH, Best Investors lists 139 registered investment advisory firms with 448 offices nearby, managing about $13.3T in combined regulatory AUM across 2,761,023 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 Atwater

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM