Best financial advisors in Catawba, OH

Registered advisers within 25 miles of Catawba, OH.

Offices

77

Firms

28

Combined AUM

$3.98T

Firm-wide filings, not assets booked only here

Clients

956K

956,245 clients when Item 5C has a number

Avg / client

$4.16M

Combined AUM ÷ clients

Nearby offices

TAVCO FINANCIAL ADVISORY, INC

4910 OLD MECHANICSBURG RD
SPRINGFIELD, OH 45502

CREATIVE FINANCIAL DESIGNS, INC.

1206 E CHOCTAW DR
LONDON, OH 43140

EDWARD JONES

1533 MOOREFIELD RD
SPRINGFIELD, OH 45503

EDWARD JONES

4917 SECURITY DR
SPRINGFIELD, OH 45503-5651

EDWARD JONES

1472 E Us Highway 36 Ste A
URBANA, OH 43078

EDWARD JONES

1472 E US HIGHWAY 36 STE B
URBANA, OH 43078

J. W. COLE ADVISORS, INC.

2754 E. Main Street
Springfield, OH 45503

LPL FINANCIAL LLC

1186 EAST HOME RD BLDG 2 STE S
SPRINGFIELD, OH 45503

MML INVESTORS SERVICES, LLC

1127 E HOME ROAD
SPRINGFIELD, OH 45503

EDWARD JONES

236 PATRICK AVE
URBANA, OH 43078

EDWARD JONES

2221 OLYMPIC ST
SPRINGFIELD, OH 45503

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

5000 Urbana Rd
Springfield, OH 45502

ON INVESTMENT MANAGEMENT CO

208 Patrick Avenue
URBANA, OH 43078

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

731 Scioto St.
Urbana, OH 43078

STATE FARM INVESTMENT MANAGEMENT CORP.

944 S Main St
Urbana, OH 43078

LPL FINANCIAL LLC

601 SCIOTO STREET
URBANA, OH 43078

LPL FINANCIAL LLC

2454 N LIMESTONE ST
SPRINGFIELD, OH 45503

STATE FARM INVESTMENT MANAGEMENT CORP.

219 Scioto St
Urbana, OH 43078

10.1 miles away

PNC WEALTH MANAGEMENT LLC

2222 N. LIMESTONE STREET
SPRINGFIELD, OH 45503

10.1 miles away

EDWARD JONES

1505 North Limestone Street
SPRINGFIELD, OH 45503-0000

10.4 miles away

Firms

TAVCO FINANCIAL ADVISORY, INC

CREATIVE FINANCIAL DESIGNS, INC.

J. W. COLE ADVISORS, INC.

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ON INVESTMENT MANAGEMENT CO

STATE FARM INVESTMENT MANAGEMENT CORP.

PNC WEALTH MANAGEMENT LLC

Investors

THOMAS JAMES TAVENNER

Jacob Shelburn Mudd

TIMOTHY EUGENE WRIGHT

James Christopher George

Kimberly Cooley

Todd Anthony Boone

Benjamin Curtis Headlee

MICHAEL JOSH PICKARSKI

David Andrew Stroud

STEVEN EVERETTE STROUD

DAVID EDWARD FOLEY

Jerome Houston Armstrong

Zachary Devin Louis Fiely

Rebecca Lynn Gorby

PAMELA SUE CAMPBELL

JOHN HUGHES CAMPBELL

PHILLIP MATTHEW EDWARDS

ERIN LEA PATTON

Gina Marie Hughes

JONATHAN DAVID HOSKINS

BRYAN JAMES CENKY

RONALD JOSEPH BURNS

KEVIN DWAYNE MARTIN

Sarah Ann Clemans

Rachel Jayne Day

Within 25 miles of Catawba, OH, Best Investors lists 28 registered investment advisory firms with 77 offices nearby, managing about $3.98T in combined regulatory AUM across 956,245 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 Catawba

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM