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Best financial advisors in Bolivar, OH

Registered advisers within 25 miles of Bolivar, OH.

Offices
203
Firms
74
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,688,150 clients when Item 5C has a number
Avg / client
$6.62M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
REA WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK

Investors

LARRY LEE CAVALENA
Elaine Marie Parrot
Douglas Lee Baltzer
Drew T Baltzer
Ian Paul Sanor
CHRISTINE MARIE SANOR
Christopher Robert Greenland
RANDAL RAY LONGACHER
MARK ANTHONY MOLK
Steven L Worsham
Lesley A Gambone
Jill Henderson
Zachary O. Bishop
ELIZABETH ROSE TYGER
Samuel Andrew Gebhardt
KENT RODNEY BEAL
PHILLIP AUSTIN GEBHARDT
Drew Steven Gooding
MATTHEW SEAN FERRIS
Jayden Daniel Carpenter
ROBERT EDWARD GARNER
Paul Mitchell Kendall
Kyle C Kendall
Kiley Kristine Kendall
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice
JYL SCHAER
DOUGLAS GRAY BAMBECK
MATTHEW WILLIAM ANDREAS
ANTHONY R YODER
Max William Feller
BRIAN PATRICK PROCTOR
Lukas Alexander Burch
BENJAMIN KENNETH MINARD
Paul Robert Gorgas
NATALIE MAE WATSON
Carson Gessner
PATRICK JAMES MOELLER
Juliet R. Halter

Within 25 miles of Bolivar, OH, Best Investors lists 74 registered investment advisory firms with 203 offices nearby, managing about $11.2T in combined regulatory AUM across 1,688,150 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 Bolivar

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM