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Best financial advisors in Bexley, OH

Registered advisers within 25 miles of Bexley, OH.

Offices
810
Firms
297
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,563 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
TAYLOR FINANCIAL MANAGEMENT INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NARYA CAPITAL MANAGEMENT, LLC
MILESTONE WEALTH STRATEGIES
MONEYFLUENT
PNC WEALTH MANAGEMENT LLC
CENTRAL STATES CAPITAL MARKETS, LLC
STRATOS WEALTH PARTNERS, LTD
KEIDAN FINANCIAL CONSULTANTS LLC

Investors

Kyle Widmer
MATTHEW G MARTIN
Douglas W. Graybeal
JUSTIN PATRICK WHITLEY
Jason Scott Amos
JAMES HAZELWOOD TAYLOR
JASON ANDREW BLACK
David Brent Baker
David Kristopher Baker
THERESA ANNE BUSH
Charles Michael Gocken
SUZETTE MARIE DYBIEC
GEORGE PRESTON ELLIOTT
BRIAN DALTON SHEPARD
MITCHELL E ERIC LOTHES
WALTER HENRY HAUSER
Jeffrey Lee Lawler
Erica Lyn Gardner
MATTHEW EDWARD LEE
TERRIE FRANCES AUSTIN
TRACY A. WHEELER
DAVID C DOUGLASS
David DeSciscio
OMAR GANOOM
Mark Kevin Obrock
EUGENE DONALD HEFLIN
JUDD ANDREW BEAM
KEITH NEIL SCHUSS
JOHN ERIK NIERMEYER
CHANDON MICHAEL SIMONIS
SUSAN DAWN WYLIE
CHRISTOPHER BREED WALLING
Michael E Fosson
THOMAS REAGEN HURFORD
ERIC STEVEN EBERTS

Within 25 miles of Bexley, OH, Best Investors lists 297 registered investment advisory firms with 810 offices nearby, managing about $19.2T in combined regulatory AUM across 3,186,563 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 Bexley

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM