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Best financial advisors in Bellefontaine, OH

Registered advisers within 25 miles of Bellefontaine, OH.

Offices
71
Firms
27
Combined AUM
$4.19T
Firm-wide filings, not assets booked only here
Clients
970K
969,764 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

BELSER PINNACLE FINANCIAL ADVISORS, LLC
TCP ASSET MANAGEMENT, LLC
EDWARD JONES
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RANDY L. COPUS AND ASSOCIATES,LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JOHN T. BELSER
JESSICA MARIE SIMMONS
Natalie Danielle Knerr
JESSICA H MCNAMEE
Nathaniel Eugene Dodds
Darin Dee Olson
Robert A Powell
ERIC JAMES HAUBERT
Colton Thomas Lowry
ROBERT WENDELL PALENSHUS
Jason Paul Hunt
Drake Maverick Hunt
Jennifer Lile Harvey
MICHAEL S REID
JAY PATRICK CLARK
AMY SUE GRUNDEN
JASON MICHAEL FAULDER
RANDY LYNN COPUS
Laura Duncil
RONALD JOSEPH BURNS
JONATHAN DAVID HOSKINS
JULIE M TRUDO
Benjamin Curtis Headlee

Within 25 miles of Bellefontaine, OH, Best Investors lists 27 registered investment advisory firms with 71 offices nearby, managing about $4.19T in combined regulatory AUM across 969,764 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 Bellefontaine

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM