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Best financial advisors in Carthagena, OH

Registered advisers within 25 miles of Carthagena, OH.

Offices
65
Firms
20
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
964K
963,813 clients when Item 5C has a number
Avg / client
$4.83M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
GRADIENT ADVISORS, LLC
SPC
W&S BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LATITUDE ADVISORS, LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Investors

Todd Jeffrey Belden
Marlene Elizabeth Gagel
Matt Joseph Muhlenkamp
Molly Maureen Shreffler
Richard C. Denning
Christopher P Mohler
Amy Marie Wicker
Eric Wendell Mohler
ALAN ELMER WOLTERS
Janell Marie Kuck
AMANDA M HOMAN
Douglas M Bertke
MARK ANDREW NAGY
TOMMIE ELWOOD LEININGER
TUAN Minh PHAM
BRIAN ROBERT STEPHAN
James Hiles
Jonathan Mark Yoder
Lori Homan
JAMES WALTER HARTING
RANDALL L KAUP
RENEE LINN KNOTH
MARY JANE KOESTERS
DANIEL J KOESTERS
JACOB ROBERT SCHMIDT
DEAN ROBERT MOELLER
Ryan C Lange
ADAM JOSEPH MEYER
Jenson Merricle
KEITH ALLEN FLEDDERJOHANN
Trisha Marie Barnes
Katie Elson
JEFFREY ALAN DIERINGER
KEVIN PAUL GLASS

Within 25 miles of Carthagena, OH, Best Investors lists 20 registered investment advisory firms with 65 offices nearby, managing about $4.65T in combined regulatory AUM across 963,813 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 Carthagena

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