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Best financial advisors in Brice, OH

Registered advisers within 25 miles of Brice, OH.

Offices
827
Firms
298
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,974 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
PFS INVESTMENTS INC.
PHILLIPS WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Investors

Courtney Reed
SHANE A. MILLER
Matthew Shawn Smitherman
Brett Allen Coffing
JENNIFER CHRISTINE GONCZ
BRIAN KEITH STEELE
JEFFREY RICHARD RITTER
Beth C Newland
Jessica Leigh Ritter
William Charles Kay
Michele L Glusich
Charles R Minneci
JOEL KELLER CHANEY
Richard Seth Currens
JEFFREY EDWARD KERBLER
CARRIE ANNE CHODERA
DAVID ALEXANDER HERTL
DENNIS GENE WILLECK
RICHARD LEE WYNN
MARK ANDREW PHILLIPS
ANDREW JEDIDIAH PHILLIPS
JENNIE FRAVEL
JANA DELLAFLORA
HEMAN SHARMA ACHARYA
BHIM L BASTOLA
Andrea Hope Litzenberg
Douglas Andrew Bickert
JAMES JOSEPH POWERS
Matthew Breakey
TRACY A. WHEELER
DAVID C DOUGLASS
David DeSciscio
JENNIFER ANNE OTINERU
Joseph A Kieffer

Within 25 miles of Brice, OH, Best Investors lists 298 registered investment advisory firms with 827 offices nearby, managing about $19.2T in combined regulatory AUM across 3,186,974 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 Brice

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