Best financial advisors in Crestline, OH

Registered advisers within 25 miles of Crestline, OH.

Offices

82

Firms

33

Combined AUM

$6.21T

Firm-wide filings, not assets booked only here

Clients

933K

933,470 clients when Item 5C has a number

Avg / client

$6.66M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

790 PORTLAND WAY NORTH
GALION, OH 44833-1120

STATE FARM INVESTMENT MANAGEMENT CORP.

71 S Gamble St
Shelby, OH 44875

PRINCIPAL SECURITIES, INC.

102 HARDING WAY W STE 100
GALION, OH 44833

STATE FARM INVESTMENT MANAGEMENT CORP.

29 N Gamble St
Shelby, OH 44875

EDWARD JONES

19 W Main St
SHELBY, OH 44875-0000

KESTRA ADVISORY SERVICES, LLC

451 Harding Way West
Galion, OH 44833

LPL ENTERPRISE, LLC

603 RICHLAND MALL A1
MANSFIELD, OH 44906

AMERIPRISE FINANCIAL SERVICES, LLC

863 N Lexington Springmill Rd
Ontario, OH 44906

EDWARD JONES

834 N LEXINGTON-SPRINGMILL RD
ONTARIO, OH 44906

LPL FINANCIAL LLC

2036 WEST FOURTH ST., STE 100
MANSFIELD, OH 44906

STATE FARM INVESTMENT MANAGEMENT CORP.

2021 PARK AVE. W Ste. 100
Ontario, OH 44906

J.P. MORGAN SECURITIES LLC

1331 PARK AVENUE WEST
MANSFIELD, OH 44906

10.9 miles away

LPL FINANCIAL LLC

118 W MANSFIELD ST
NEW WASHINGTON, OH 44854

EDWARD JONES

215 N SANDUSKY AVE
BUCYRUS, OH 44820

11.6 miles away

PRINCIPAL SECURITIES, INC.

120 S Sandusky Ave
Bucyrus, OH 44820

11.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

130 S Sandusky Ave.
Bucyrus, OH 44820

11.6 miles away

EDWARD JONES

127 S SANDUSKY AVE
BUCYRUS, OH 44820-2220

11.6 miles away

SPRENG CAPITAL MANAGEMENT, INC.

201 SOUTH SANDUSKY AVENUE
BUCYRUS, OH 44820

11.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

564 S Sandusky Ave
Bucyrus, OH 44820-0564

11.6 miles away

LEXAURUM ADVISORS

879 Park Ave. W, Suite 110
Mansfield, OH 44906

11.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PRINCIPAL SECURITIES, INC.

KESTRA ADVISORY SERVICES, LLC

LPL ENTERPRISE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SPRENG CAPITAL MANAGEMENT, INC.

LEXAURUM ADVISORS

Investors

Lydia Marie Herrnstein

Lauren Elizabeth Warren

BRIAN THOMAS CARSON

AMANDA LYNN MOBLEY

Renae Lynn Holland

Troy Allen Baker

Cara Danielle Howard

DOUGLAS E WALTER

MICHAEL ALAN CAUDILL

Hunter Brian Mariotti

Robert Hernandez Arteaga

Kevin Dee Williamson

Debbie L Rowlands

JOHN PATRICK STEWART

KAY MICHELLE GATES

BRIAN REID GATES

Shannon J Bauer

SCOTT ALLEN MCDOUGAL

Sean Duane Ritzhaupt

MICHAEL DAVID DOSTAL

ANDREW JAMES SCHOCH

Stephen Donald Ritzhaupt

Anne K Spreng-Cole

THOMAS RYAN BROWN

JAMES ALLEN SPRENG

NATHAN MARSHALL HINESMAN

Stephen Richard Armstrong

Within 25 miles of Crestline, OH, Best Investors lists 33 registered investment advisory firms with 82 offices nearby, managing about $6.21T in combined regulatory AUM across 933,470 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 Crestline

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM