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Best financial advisors in Cedarville, OH

Registered advisers within 25 miles of Cedarville, OH.

Offices
280
Firms
99
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,758,369 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
JAMES INVESTMENT RESEARCH INC
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
SOUDERS FINANCIAL ADVISORS, LLC

Investors

Ryan Paul Carpe
Ryan Beach
ANDREW DUNCAN POPE
DOUGLAS C. ZEIGLER
BRUCE ALAN NEWELL
ERIC LEON MONTGOMERY
DONALD E. CAIN
Kent Gregory Montgomery
NATHAN JAMES SANER
Heather M Abshear
Collin Arthur Crowe
Heather Lanae Daum
Michael Allen Reed
Sarah Louise Selke
BRIAN PHILIP SHEPARDSON
TRENT DEVAUN DYSERT
David James McGowan
RICHARD BRIAN CULPEPPER
ANNETTE MARIE QUINTER
RYAN MICHAEL POST
DIANE MARIE ROSE
LESLEY DAWN OTT
Ashlee Danette Walton
Kevin Banks
CARL MICHAEL BAKER
Gretchen M Matlock
David Owen Trimmer
MICHAEL JOSH PICKARSKI
JOSEPH FREDRIC NADEAU
Kayla Stevens
Catherine C Zaino
PHILIP STEVEN SCOTT
Mark Stephenson
Bart William Little

Within 25 miles of Cedarville, OH, Best Investors lists 99 registered investment advisory firms with 280 offices nearby, managing about $12.2T in combined regulatory AUM across 1,758,369 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 Cedarville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM