Best financial advisors in Convoy, OH

Registered advisers within 25 miles of Convoy, OH.

Offices

88

Firms

38

Combined AUM

$5.99T

Firm-wide filings, not assets booked only here

Clients

983K

983,378 clients when Item 5C has a number

Avg / client

$6.09M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

10730 LINCOLN HWY
VAN WERT, OH 45891

EDWARD JONES

10999 VAN WERT DECATUR ROAD
VAN WERT, OH 45891-9211

THRIVENT INVESTMENT MANAGEMENT INC.

712 W Ervin Road
Van Wert, OH 45891

W&S BROKERAGE SERVICES, INC.

1167 Westwood Drive Suite 102
Van Wert, OH 45891

STATE FARM INVESTMENT MANAGEMENT CORP.

803 Fox Rd
Van Wert, OH 45891-2473

EDWARD JONES

707 Fox Road Suite 300
VAN WERT, OH 45891-0000

LPL FINANCIAL LLC

1199 WESTWOOD DRIVE
VAN WERT, OH 45891

STATE FARM INVESTMENT MANAGEMENT CORP.

301 E Main St
Van Wert, OH 45891

AMERIPRISE FINANCIAL SERVICES, LLC

120 E Ervin Rd
Van Wert, OH 45891

EDWARD JONES

1052 South Washington St. Suite 1
VAN WERT, OH 45891

EDWARD JONES

125 N 2ND ST
DECATUR, IN 46733

12.1 miles away

ONEASCENT FINANCIAL SERVICES LLC

104 South 3rd Street
Decatur, IN 46733

12.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

320 Winchester St
Decatur, IN 46733

12.2 miles away

EDWARD JONES

1209 Dayton Street
DECATUR, IN 46733

12.5 miles away

MIDWEST CAPITAL FINANCIAL ADVISORS, LLC

226 N 12TH ST
DECATUR, IN 46733

12.7 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

203 N 12TH ST
DECATUR, IN 46733

12.7 miles away

EDWARD JONES

1620 Morningstar Blvd
Decatur, IN 46733-0000

13.1 miles away

CWM, LLC

1043 S, 13th Street
Decatur, IN 46733

13.2 miles away

THRIVENT ADVISOR NETWORK, LLC

14812 First Street
Hoagland, IN 46745

13.8 miles away

THRIVENT ADVISOR NETWORK, LLC

14812 1st Street
Hoagland, IN 46745

13.8 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

W&S BROKERAGE SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

ONEASCENT FINANCIAL SERVICES LLC

MIDWEST CAPITAL FINANCIAL ADVISORS, LLC

THRIVENT ADVISOR NETWORK, LLC

Investors

MARCIA ANNETTE GOBROGGE

MATTHEW RICHARD CRANDALL

DAVID CLAIR CRANDALL

Bradley Robert Musshel

Christopher Randall Ridley

Veronica Cuevas

Kendra Diane Goodlin

Mark Robert Laurent

BARTON Taylor COOK

TISHA MICHELLE FAST

Thaison E Leaser

Ryan John Lindemann

Kristi Jean Warnecke

MARSHALL MARRACCINI

Kyle Joseph Wheeler

DOUGLAS ALAN SUTTON

Zachary Christopher Colpaert

JOSHUA STUART SMITH

DONNA J FOSDICK-BAUMANN

Phillip Sollman

Christopher G Colpaert

Jerry O Baughman

MICHAEL ALAN HAMILTON

AGNES ANN SCHOCH

Dylan Joseph Rose

Hailey Berniece Beer

DAVON BULTEMEIER

Cindy Lou Houser

Andrew Phillip Barthel

Within 25 miles of Convoy, OH, Best Investors lists 38 registered investment advisory firms with 88 offices nearby, managing about $5.99T in combined regulatory AUM across 983,378 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 Convoy

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM