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Best financial advisors in Cherry Valley, OH

Registered advisers within 25 miles of Cherry Valley, OH.

Offices
40
Firms
16
Combined AUM
$3.98T
Firm-wide filings, not assets booked only here
Clients
755K
755,067 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BROOKHOUSE ADVISORS
MONEY CONCEPTS CAPITAL CORP

Investors

JON P GLINK
JOSHUA J GOTTRON
NATHAN ALAN SMITH
CHAD VAVPETIC
Joseph Anthony Zappitelli
Ally GraceAnn Durkovic
Jacob Ronald Zappitelli
Kristen Anna Futchko
Anthony Michael Monda
Hayden Wylie Dattilio
ANGELA MARIE Bowman
RANDY ALAN SHAFFER
EVAN REID GERBER
Deborah Ann Obenrader
DOW WILLIAM LINDHOLM
Matthew Ryan Mcewen
Robyn A Yahner
Max Messett
KEVIN JOSEPH ORSINGER
STEPHEN RAY LEWIS
NOAH DANIEL RICHARDSON
JOSEPH HERBERT HENEGAN
ZACHARY JOSEPH HENEGAN
TYLER WASSER
Andrew H Eshelman
Jacob Eshelman
EARLINE ELLA STILTNER
ROY LEE STILTNER
JAMES ALLEN LEBZELTER
Joseph Massucci
Ryan Wagner
PHILLIP ANDERSON
Rachel Lynne Okorn
DANIEL HUFFMAN
RACHEL DOMINESSY
Matthew Robert Stearns
Ryan Messenger
Daniel Ralph Sposito
Nicholas Anthony Rinella
Michael Charles Mahoney
John A Bowler
Jaymes Delmont Pew

Within 25 miles of Cherry Valley, OH, Best Investors lists 16 registered investment advisory firms with 40 offices nearby, managing about $3.98T in combined regulatory AUM across 755,067 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 Cherry Valley

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM