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Best financial advisors in Canal Winchester, OH

Registered advisers within 25 miles of Canal Winchester, OH.

Offices
680
Firms
249
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,559 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

LYNCH RETIREMENT ADVISORS, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE HUNTINGTON INVESTMENT COMPANY
LPL FINANCIAL LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
ARCADIA FINANCIAL PARTNERS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PERSONAL FINANCIAL ADVISORS, INC.
REBEL FINANCIAL, LLC
OPPENHEIMER & CO. INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PHILLIPS WEALTH MANAGEMENT LLC

Investors

LUCINDA LISA LYNCH
THOMAS JOSEPH PARKER
Joshua James White
JOHN MICHAEL BAUERS
Steven M Bauers
Vonna Wright
Denise Ann Mathias
Zachary Scott Bradley
DOUGLAS RYAN BOLENBAUGH
Jeremiah D Vires
Brian R. Collins
Michael J Cowgill
Nicholas Calendine
Shannon M Young-Frey
Randy Allen Holloway
LORI LYNN EISEL
RONALD ALLEN GILLILAND
Laura Arlene Wall
Jacob Thomas Hrusovsky
DAVID JAY STONE
JAMES JOSEPH POWERS
ANTHONY RAINER JONES
Case Richard Belger
WILLIAM PHILLIP RATCLIFF
Barry Kenneth Jamieson
CHRISTINA MARIA POVENMIRE
Franco Iozzo
Brett Allen Coffing
JEFFREY EDWARD KERBLER
CARRIE ANNE CHODERA
DAVID ALEXANDER HERTL
BRIAN KEITH STEELE
MARK ANDREW PHILLIPS
ANDREW JEDIDIAH PHILLIPS
JENNIE FRAVEL

Within 25 miles of Canal Winchester, OH, Best Investors lists 249 registered investment advisory firms with 680 offices nearby, managing about $19.1T in combined regulatory AUM across 3,146,559 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 Canal Winchester

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