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Best financial advisors in Cream City, OH

Registered advisers within 25 miles of Cream City, OH.

Offices
38
Firms
22
Combined AUM
$4.47T
Firm-wide filings, not assets booked only here
Clients
991K
990,809 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSVIEW WEALTH MANAGEMENT, LLC
PORTFOLIO MEDICS, LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
SOUND INCOME STRATEGIES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STEELOAKS INVESTMENT ADVISERS, INC.
WESBANCO SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Rebecca Lynne Blankenship
CASIE LYNN JOHNSON
Paul D Sweeney
Robert Paul Aborn
JOHN WILLIAM CUCARESE
James E Kolb
CRAIG W PETRELLA
THOMAS PRESTON FALTER
MELANIE ANN HARLESS
JAMES C WINGETT
Heather Lynn Reynolds
GARY LEE RICHARDS
JEFFREY ALAN NEDLEY
Misti Lynn Spring-Reader
Cole Evan Tegano
JUSTIN TEGANO
Susan Elaine Pevac
GREGORY RALPH METCALF
MATTHEW Zane MAMULA
NICHOLAS PAUL MAMULA
DAVID PATRICK COWDEN
KENNETH ROBERT PERKINS
EUGENE GEORGE ZRINYI
CHARLES WILBER MCCOY
Brooke Megan Carroll
COLLEEN BURGESS
Henry Snyder

Within 25 miles of Cream City, OH, Best Investors lists 22 registered investment advisory firms with 38 offices nearby, managing about $4.47T in combined regulatory AUM across 990,809 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 Cream City

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM