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Best financial advisors in Burgoon, OH

Registered advisers within 25 miles of Burgoon, OH.

Offices
73
Firms
24
Combined AUM
$3.82T
Firm-wide filings, not assets booked only here
Clients
940K
939,638 clients when Item 5C has a number
Avg / client
$4.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
PARKMONT WEALTH ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PLANMEMBER SECURITIES CORPORATION
MML INVESTORS SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
OSAIC WEALTH, INC.
STRATOS WEALTH PARTNERS, LTD
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DANIEL ANTON VIELAND
Zachary Priesman
Michelle L Fairbanks
CHAD R BALHOFF
Anthony Messina
ELIOT REED PARKER
Charles Robert Corthell
ROBERT ALAN PARKER
Michael Sipsma
Richard Carl Frank
MITCHELL PAUL HOLLAND
DAVID EARL SLATER
Steven P Hohenstein
Kenneth Andrew Kreilick
Michelle Lynn Russell
Justin Brady Grossman
ALLISON KATHERINE KELLY
ALAINA L TYREE
DEBORAH LOU TIELL
KIT JOSEPH TIELL
ANDREW MICHAEL LUCIUS
DILLON HORST
JESSICA LYNN LUCIUS
TRAVIS ANTHONY TIELL
Dylan DeWitt
AARON MICHAEL SMITH
JASON ALLEN GEDERT
GARY ORLAND GRUSS
Brian Thomas Gruss
Elaine E Daugherty
Kennedi Paige Amor
CHRISTOPHER ELLIS SCHIEFER
JUNE MARIE WIESE
Christopher Ray Lee
Jack Ryan Shultz

Within 25 miles of Burgoon, OH, Best Investors lists 24 registered investment advisory firms with 73 offices nearby, managing about $3.82T in combined regulatory AUM across 939,638 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 Burgoon

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM