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Best financial advisors in CONCORD, OH

Registered advisers within 25 miles of CONCORD, OH.

Offices
13
Firms
12
Combined AUM
$1.88T
Firm-wide filings, not assets booked only here
Clients
219K
218,871 clients when Item 5C has a number
Avg / client
$8.60M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
EDWARD JONES
LIFEMARK SECURITIES CORP.
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RITTER DANIHER FINANCIAL ADVISORY LLC
THE HUNTINGTON INVESTMENT COMPANY
THRIVENT INVESTMENT MANAGEMENT INC.
ZAPPITELLI FINANCIAL SERVICES
ZENITH INVESTMENTS

Investors

Benjamin A Simerly
ROBERT ANTHONY ZAPPITELLI
Jeffrey Scott Burch
Robert Sason
DIANA CLAIRE Zappitelli-Ridenour
ROBERT ANTHONY ZAPPITELLI
Mark Anthony Baniewicz
JON M STAMBERGER
Jeffrey Marc Studniarz
ANTHONY JAMES CONSTANTINE
LAWRENCE RAYMOND KOVAL
FRANK ANTHONY PREZIUSO
Lee Alexander Quignano
DANIEL GILBERT LESCOEZEC
RYAN ROBERT ROBAUGH
JONATHAN DAVID SCHNEIDER
Justin Petty
BRADFORD DUANE LOHISER

Within 25 miles of CONCORD, OH, Best Investors lists 12 registered investment advisory firms with 13 offices nearby, managing about $1.88T in combined regulatory AUM across 218,871 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 CONCORD

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 HUNTINGTON FINANCIAL ADVISORS 451 advisers $7.89B AUM