Best financial advisors in Bellfntn, OH

Registered advisers within 25 miles of Bellfntn, OH.

Offices

67

Firms

26

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

EDWARD JONES

1472 E US HIGHWAY 36 STE B
URBANA, OH 43078

ON INVESTMENT MANAGEMENT CO

208 Patrick Avenue
URBANA, OH 43078

EDWARD JONES

236 PATRICK AVE
URBANA, OH 43078

18.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

944 S Main St
Urbana, OH 43078

18.6 miles away

LPL FINANCIAL LLC

224 WEST FRANKLIN STREET
KENTON, OH 43326

20.9 miles away

EDWARD JONES

15 NORTH DETROIT STREET ASHTON BUILDING
KENTON, OH 43326

20.9 miles away

EDWARD JONES

2631 NORTH BROADWAY AVENUE
SIDNEY, OH 45365

PRIVATE CLIENT SERVICES, LLC

405 N Main Street Ste A
Kenton, OH 43326

21.3 miles away

EDWARD JONES

825 E Columbus St
Kenton, OH 43326-1631

21.4 miles away

LPL ENTERPRISE, LLC

110 E. RUSSELL RD SUITE A
SIDNEY, OH 45365

21.5 miles away

EDWARD JONES

153 VILLAGE GREEN DR
SIDNEY, OH 45365

21.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1222 Wapakoneta Ave
Sidney, OH 45365

21.7 miles away

EDWARD JONES

1227 EAST COLUMBUS ST
KENTON, OH 43326

21.7 miles away

LPL FINANCIAL LLC

120 NORTH MAIN AVENUE
SIDNEY, OH 45365

21.7 miles away

MONEY CONCEPTS CAPITAL CORP

100 SOUTH MAIN AV STE 206
SIDNEY, OH 45365

21.7 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

100 S. MAIN AVE. STE. 203
SIDNEY, OH 45365

21.7 miles away

U.S. BANCORP ADVISORS, LLC

115 E Court St
Sidney, OH 45365

21.8 miles away

EDWARD JONES

108 SCOTT FARMS BLVD
MARYSVILLE, OH 43040

21.9 miles away

EDWARD JONES

308 E MAIN ST SUITE B
ANNA, OH 45302-9408

21.9 miles away

J.P. MORGAN SECURITIES LLC

406 WEST FIFTH STREET
MARYSVILLE, OH 43040

22.1 miles away

Firms

ON INVESTMENT MANAGEMENT CO

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

PRIVATE CLIENT SERVICES, LLC

LPL ENTERPRISE, LLC

MONEY CONCEPTS CAPITAL CORP

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

Investors

PHILLIP MATTHEW EDWARDS

Jerome Houston Armstrong

Zachary Devin Louis Fiely

ERIN LEA PATTON

Gina Marie Hughes

BRIAN DOUGLAS PHILLIPS

Paul Douglas Carmean

Clasena Danielle Sielschott

Tiffany Alexandra Long

STEPHEN ANDREW MCBRIDE

Gerald Lee Vanderhorst

ADAM GERALD VANDERHORST

Andrew Lynn Shaffer

Kyle Wesley Johnston

DANIEL JOSEPH BENSMAN

Cayla Lynn Bensman

SCOTT JOSEPH STEINEMAN

MARK HENRY HOGE

Jordan Edward Rethman

Danielle Lynn Yingst

Sarah Christine Schmitz

Barbara Ann Barnhart

Edward Joseph Waldrop

Jason Christman

MARK ALAN WILDER

Within 25 miles of Bellfntn, OH, Best Investors lists 26 registered investment advisory firms with 67 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 Bellfntn

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