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

J.P. MORGAN SECURITIES LLC

16 N. MAIN STREET
MT GILEAD, OH 43338

19.2 miles away

EDWARD JONES

11 S MAIN STREET
MOUNT GILEAD, OH 43338-0268

19.3 miles away

JOVAN, LTD.

2025 CLAREMONT AVENUE
ASHLAND, OH 44805

21.5 miles away

MWA FINANCIAL SERVICES INC.

1992 Zwayer Drive
Marion, OH 43302

22.8 miles away

EDWARD JONES

141 CLAREMONT
ASHLAND, OH 44805

23.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

132 W Main St
Ashland, OH 44805-2103

23.1 miles away

COMMONWEALTH FINANCIAL NETWORK

47 WEST MAIN STREET
ASHLAND, OH 44805

23.2 miles away

PNC WEALTH MANAGEMENT LLC

10 W SECOND STREET
ASHLAND, OH 44805

23.2 miles away

CROSBY ADVISORY GROUP, LLC

19 W. MAIN ST.
ASHLAND, OH 44805

23.2 miles away

LIVELSBERGER FINANCIAL ADVISORY

122 WEST WASHINGTON STREET SUITE D
ASHLAND, OH 44805

23.2 miles away

EDWARD JONES

352 MC MAHAN BLVD
MARION, OH 43302-0000

23.8 miles away

LPL FINANCIAL LLC

1597 MARION-MT. GILEAD RD
MARION, OH 43302

24.1 miles away

WHITCOMB & HESS, INC.

1020 CLEVELAND AVENUE
ASHLAND, OH 44805

24.2 miles away

COMMONWEALTH FINANCIAL NETWORK

1100 East Center Street, Suite D
Marion, OH 43302

24.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Peru Olena Rd. W
Norwalk, OH 44857

24.3 miles away

EDWARD JONES

1173 E MAIN ST
ASHLAND, OH 44805

24.3 miles away

COMPASS PLANNING, LLC

1210 EAST MAIN STREET
ASHLAND, OH 44805

24.4 miles away

LPL FINANCIAL LLC

1210 E MAIN ST
ASHLAND, OH 44805

24.4 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

1101 MT. VERNON AVE.
MARION, OH 43302

24.6 miles away

EDWARD JONES

1070 SUGARBUSH DRIVE
ASHLAND, OH 44805

24.8 miles away

Firms

J.P. MORGAN SECURITIES LLC

MWA FINANCIAL SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

PNC WEALTH MANAGEMENT LLC

CROSBY ADVISORY GROUP, LLC

LIVELSBERGER FINANCIAL ADVISORY

LPL FINANCIAL LLC

WHITCOMB & HESS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

COMPASS PLANNING, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

JASON TRAVIS BROOKE

Andrew Phillip Bower

STEVEN W. IRWIN

LORI DIANNA SECKEL

DEREK ROBERT TAYLOR

DONALD MERVIN GRAHAM

JEFFREY THOMAS DEETER

NATHAN MARC CROSBY

Derek Ballinger

JARROD RAY LIFER

LYNN LOUIS LIVELSBERGER

Daniel S Goodlin

Michael A Skaggs

JEFFREY DEWAYNE BROOKS

RYAN TIMOTHY GILMER

Tammy Lynn Higgins

AARON LEE BATES

CHRISTOPHER RYAN NADLER

Matthew Tracey Lefelhoc

Jacob Frederick Jones

Thomas E Savage

SCOTT ALAN CRAWFORD

DANIELLE M LANDON

VICKI L MISSLER

ERIC EUGENE BROWN

Mitchell Joseph Noel

Brianna Rose Noel

CHAD ANDREW BROWN

Eric Daniel Wigton

Abigail Loraine Spears

RYAN DAVID CAMPBELL

PATRICK L CAREY

DANIEL SCOTT WIGTON

Mark Andrew McBride

Jenna M McBride

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