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Best financial advisors in Carrollton, OH

Registered advisers within 25 miles of Carrollton, OH.

Offices
53
Firms
26
Combined AUM
$4.47T
Firm-wide filings, not assets booked only here
Clients
992K
992,055 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PARK AVENUE SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
REA WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK

Investors

GARY LEE NIST
CLANTZ DAVID LIGGETT
Diane Walker Evans
SUSAN BERNICE COY-KAMPH
SUSAN ELAINE MEISSNER
ROBERT JOSEPH POSITANO
JEFFREY A POSITANO
JEFFREY LEE WHITE
Paul Michael Peter Lamm
ELIZABETH ROSE TYGER
Samuel Andrew Gebhardt
KENT RODNEY BEAL
PHILLIP AUSTIN GEBHARDT
Zachary Thomas Smith
Juliet R. Halter
PATRICK JAMES MOELLER
JYL SCHAER
Paul Robert Gorgas
NATALIE MAE WATSON
Carson Gessner
Dennis Matthew Lint
Paul Mitchell Kendall
Kyle C Kendall
Kiley Kristine Kendall
DOUGLAS GRAY BAMBECK
MATTHEW WILLIAM ANDREAS
ANTHONY R YODER
Max William Feller
BRIAN PATRICK PROCTOR
Lukas Alexander Burch
BENJAMIN KENNETH MINARD
MATTHEW SEAN FERRIS
Jayden Daniel Carpenter

Within 25 miles of Carrollton, OH, Best Investors lists 26 registered investment advisory firms with 53 offices nearby, managing about $4.47T in combined regulatory AUM across 992,055 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 Carrollton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM