Best financial advisors in Caledonia, OH

Registered advisers within 25 miles of Caledonia, OH.

Offices

91

Firms

35

Combined AUM

$6.65T

Firm-wide filings, not assets booked only here

Clients

1.02M

1,020,702 clients when Item 5C has a number

Avg / client

$6.52M

Combined AUM ÷ clients

Nearby offices

MWA FINANCIAL SERVICES INC.

1992 Zwayer Drive
Marion, OH 43302

EDWARD JONES

352 MC MAHAN BLVD
MARION, OH 43302-0000

LPL FINANCIAL LLC

1597 MARION-MT. GILEAD RD
MARION, OH 43302

COMMONWEALTH FINANCIAL NETWORK

1100 East Center Street, Suite D
Marion, OH 43302

STIFEL, NICOLAUS & COMPANY, INCORPORATED

1101 MT. VERNON AVE.
MARION, OH 43302

LPL FINANCIAL LLC

399 E CHURCH ST STE 104B
MARION, OH 43302

H&M FINANCIAL ADVISORS

181 EAST CENTER ST
MARION, OH 43302

J.P. MORGAN SECURITIES LLC

16 N. MAIN STREET
MT GILEAD, OH 43338

EDWARD JONES

11 S MAIN STREET
MOUNT GILEAD, OH 43338-0268

SANCTUARY ADVISORS, LLC

107 N MAIN STREET SUITE 202
MARION, OH 43302

SANCTUARY ADVISORS, LLC

107 N. Main ST STE 202
Marion, OH 43302

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

165 WEST CENTER STREET 3RD FL
MARION, OH 43302

KESTRA ADVISORY SERVICES, LLC

451 Harding Way West
Galion, OH 44833

10.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

255 EXECUTIVE DRIVE
MARION, OH 43302

10.4 miles away

PRINCIPAL SECURITIES, INC.

102 HARDING WAY W STE 100
GALION, OH 44833

10.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

564 S Sandusky Ave
Bucyrus, OH 44820-0564

10.7 miles away

EDWARD JONES

790 PORTLAND WAY NORTH
GALION, OH 44833-1120

10.7 miles away

SPRENG CAPITAL MANAGEMENT, INC.

201 SOUTH SANDUSKY AVENUE
BUCYRUS, OH 44820

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

130 S Sandusky Ave.
Bucyrus, OH 44820

EDWARD JONES

127 S SANDUSKY AVE
BUCYRUS, OH 44820-2220

Firms

MWA FINANCIAL SERVICES INC.

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

STIFEL, NICOLAUS & COMPANY, INCORPORATED

H&M FINANCIAL ADVISORS

J.P. MORGAN SECURITIES LLC

SANCTUARY ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

KESTRA ADVISORY SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

SPRENG CAPITAL MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

LORI DIANNA SECKEL

Daniel S Goodlin

Michael A Skaggs

JEFFREY DEWAYNE BROOKS

Thomas E Savage

SCOTT ALAN CRAWFORD

DANIELLE M LANDON

Eric Daniel Wigton

Abigail Loraine Spears

RYAN DAVID CAMPBELL

PATRICK L CAREY

DANIEL SCOTT WIGTON

JAY LESLIE WALKER

EARL FREDERICK MANTER

BRADLEY HUGH RIDGE

ROBERT ALLAN BUCKLEY

JASON TRAVIS BROOKE

Andrew Phillip Bower

Caleb Matthew Ulmer

Morten S Oftedal

Mark Emerson Marquez

Jason Michael Webster

LARS ALFRED OLSON

DOUGLAS E WALTER

ERIC MICHAEL ESPOSITO

THOMAS KENNETH KENNEY

JOHN DAVID VIERS

KEVIN ALBERT LEHMAN

Klayton Thomas Kenney

NATHAN MARSHALL HINESMAN

Lydia Marie Herrnstein

Lauren Elizabeth Warren

Anne K Spreng-Cole

THOMAS RYAN BROWN

JAMES ALLEN SPRENG

ANDREW JAMES SCHOCH

Stephen Donald Ritzhaupt

Within 25 miles of Caledonia, OH, Best Investors lists 35 registered investment advisory firms with 91 offices nearby, managing about $6.65T in combined regulatory AUM across 1,020,702 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 Caledonia

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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