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Best financial advisors in Castalia, OH

Registered advisers within 25 miles of Castalia, OH.

Offices
82
Firms
34
Combined AUM
$5.16T
Firm-wide filings, not assets booked only here
Clients
578K
577,677 clients when Item 5C has a number
Avg / client
$8.94M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
OSAIC ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AMPLIFIED MOMENTUM GROUP LLC
STRUCTURED INVESTMENT ADVISORS, LLC
AUSDAL FINANCIAL PARTNERS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
SANCTUARY ADVISORS, LLC
STONEX ADVISORS INC.

Investors

RANDY GERARD DAY
Thomas Scott Anderson
ATHOL JOE BIAS
KAREN ALISON MORRIS
TYLER AARON CAMMALLERI
GARY CURTIS YONTZ
Benjamin L Haraway
JOSHUA VON MESENBURG
TAMARA KEALY SCHAEFER
JOHN GARY SCHAEFER
JEFFREY MICHAEL LUCAS
CHAD R KUHNS
Anthony William Hosfeld
JAMES WILEY BINGHAM
JAMES CLYDE DAVIS
KEVIN ROGER YOUNG
Jeffrey James Rosengarten
RACHAEL LYNN FUTO MASCHARI
Michael Kay Miller
SHAWN MATHEW ARMSTRONG
Jacob P Roth
Timothy Alan Parkison
JASON PAUL KUHNLE
KIMBERLY S WEITHMAN
PAUL LEWIS APPEL
Keri Lynn May
Adam Charles Wolf
DUANE CHARLES OHLY
BRETT RICHARD KINZEL
REBECCA ELDER
ANTHONY ERIC KROMER

Within 25 miles of Castalia, OH, Best Investors lists 34 registered investment advisory firms with 82 offices nearby, managing about $5.16T in combined regulatory AUM across 577,677 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 Castalia

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM