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Best financial advisors in Burkettsville, OH

Registered advisers within 25 miles of Burkettsville, OH.

Offices
63
Firms
23
Combined AUM
$4.66T
Firm-wide filings, not assets booked only here
Clients
890K
890,225 clients when Item 5C has a number
Avg / client
$5.23M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
EDWARD JONES
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
CALTON & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
CREATIVE FINANCIAL DESIGNS, INC.
LPL FINANCIAL LLC
GRADIENT ADVISORS, LLC

Investors

ADAM JOSEPH MEYER
Ryan C Lange
Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
JAMES WALTER HARTING
RANDALL L KAUP
RENEE LINN KNOTH
MARY JANE KOESTERS
DANIEL J KOESTERS
Janell Marie Kuck
JACOB ROBERT SCHMIDT
Jonathan Mark Yoder
Lori Homan
WESLEY SCOTT WILT
ERIC DAVID BIGGS
Barbara Ann Barnhart
DANIEL PAUL WATREN
SCOTT A GARRISON
ZACHARY ALLEN STEINBRUNNER
John Alexander Barga
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
Todd Jeffrey Belden
CRAIG ALAN DREES
KEVIN JOSEPH MEIRING
Molly Maureen Shreffler
Richard C. Denning
Marlene Elizabeth Gagel
Matt Joseph Muhlenkamp
ALAN ELMER WOLTERS
AMANDA M HOMAN
Douglas M Bertke
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER
MARK ANDREW NAGY

Within 25 miles of Burkettsville, OH, Best Investors lists 23 registered investment advisory firms with 63 offices nearby, managing about $4.66T in combined regulatory AUM across 890,225 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 Burkettsville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM