Best financial advisors in Coshocton, OH

Registered advisers within 25 miles of Coshocton, OH.

Offices

53

Firms

26

Combined AUM

$6.88T

Firm-wide filings, not assets booked only here

Clients

925K

924,836 clients when Item 5C has a number

Avg / client

$7.44M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

45 DOWNTOWNER PLAZA
COSHOCTON, OH 43812-1922

EQUITY SERVICES, INC.

147 S 2ND STREET
COSHOCTON, OH 43812

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

200 Main St
Coshocton, OH 43812

LPL ENTERPRISE, LLC

243 S 4TH ST
COSHOCTON, OH 43812

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

401 Walnut St
Coshocton, OH 43812

EDWARD JONES

228 CHESTNUT STREET
COSHOCTON, OH 43812

J.P. MORGAN SECURITIES LLC

120 SOUTH FOURTH STREET
COSHOCTON, OH 43812

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

416 Main Street [Satellite]
Coshocton, OH 43812

LPL FINANCIAL LLC

448 1/2 MAIN STREET, STE. 203
COSHOCTON, OH 43812

INDEPENDENT ADVISOR ALLIANCE, LLC

448 1/2 Main Street Suite 2
Coshocton, OH 43812

OSAIC INSTITUTIONS, INC.

538 Main St Suite 316
Coshocton, OH 43812

CETERA INVESTMENT ADVISERS LLC

636 CHESTNUT ST
COSHOCTON, OH 43812

AMERIPRISE FINANCIAL SERVICES, LLC

165 N Main St
Killbuck, OH 44637

16.9 miles away

EDWARD JONES

1197 GLEN DRIVE SUITE E
MILLERSBURG, OH 44654

19.3 miles away

KESTRA PRIVATE WEALTH SERVICES, LLC

3983 NORTHPOINTE DR SUITE 2
ZANESVILLE, OH 43701

19.8 miles away

KESTRA PRIVATE WEALTH SERVICES, LLC

3983 NOTHPOINT DR SUITE 2
ZANESVILLE, OH 43701

19.8 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

3808 James Court Suite 3
Zanesville, OH 43701

19.8 miles away

CETERA INVESTMENT ADVISERS LLC

91 S CLAY STREET
MILLERSBURG, OH 44654

20.1 miles away

EDWARD JONES

4 EAST MAIN STREET
NEW CONCORD, OH 43762

20.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

161 NORTH WASHINGTON
MILLERSBURG, OH 44654

20.3 miles away

Firms

EQUITY SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL ENTERPRISE, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LPL FINANCIAL LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

OSAIC INSTITUTIONS, INC.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

KESTRA PRIVATE WEALTH SERVICES, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Douglas James Speicher

VICTOR ALLEN REIDENBACH

SHANE ARTHUR PYLE

DANIEL CHRISTOPHER DUREN

ARTHUR JAMES SAYLOR

Jason Edward Hammond

ADAM QUINCY FISCHER

H DEWEY THOMPSON

Kaden Scott Smith

NICHOLAS SCHMITT

JASON ROBERT BRADFORD

Nathaniel Conidi

DANIEL LEE CROY

LISA ANNE GRASSBAUGH

Benson E Beachy

Shakir Hakim Kaka

DAVID S WEINBERG

BRIDGET K TETAK

Ross Michael Weinberg

Sierra Madison Baker

Nicholas Andrew Weiner

Jordan David Hunkins

Within 25 miles of Coshocton, OH, Best Investors lists 26 registered investment advisory firms with 53 offices nearby, managing about $6.88T in combined regulatory AUM across 924,836 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 Coshocton

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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