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Best financial advisors in Bowling Green, OH

Registered advisers within 25 miles of Bowling Green, OH.

Offices
319
Firms
109
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,052,183 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE FINANCIAL DESIGNS, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HERITAGE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HUGHES FINANCIAL GROUP, LLC

Investors

NICHOLAS ANDREW SNYDER
Nathan M Lieb
David Eugene Boyk
LANCE ROBERT WOOD
Joshua Paul Zachman
STANLEY CLYDE RIGGS
NOLAN CHRISTOPHER DILL
Chad E Plontz
Kristopher Shepherd
Jeffrey Edward Fallon
ADAM MICHAEL FALARDEAU
MARY ANN DAVENPORT-YANT
BRIAN JAMES BOISSELLE
JERID ROBERT FRIAR
Madeson Lamlein
NATHAN D BREESE
Reece Thomas Tatchell
RYAN LEE DAUTERMAN
CARLETON AMASA HOLLISTER
JACKSON JAMES HOLLISTER
BRADEN LEE DAUTERMAN
Thomas Lee McArdle
Kevin Scot Cochrane
JAMES MAXWELL
Nathaniel Joseph Francis
Reed Daniel Geiger
GREGORY JAMES DURIVAGE
SASHA MARIE WRIGHT
CHARLOTTE BOWMAN SARGEANT
Zebradee Isadore Jackson
BRIAN KENNETH HUGHES

Within 25 miles of Bowling Green, OH, Best Investors lists 109 registered investment advisory firms with 319 offices nearby, managing about $12.7T in combined regulatory AUM across 3,052,183 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 Bowling Green

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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