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Best financial advisors in Creston, OH

Registered advisers within 25 miles of Creston, OH.

Offices
350
Firms
138
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,909,392 clients when Item 5C has a number
Avg / client
$5.37M
Combined AUM ÷ clients

Nearby offices

Firms

APOLLO WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
NEW LEGACY FINANCIAL GROUP, LLC
ANTOLINO WEALTH ADVISORS
EDWARD JONES
&PARTNERS
ON INVESTMENT MANAGEMENT CO
WHITAKER-MYERS WEALTH MANAGERS, LTD.
FIKE ADVISORS, LLC
LIFETIME FINANCIAL ADVISORS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
R&B FINANCIAL CONSULTANTS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

GREGORY NEIL STELL
GRETCHEN JOANNA CARR
BRENT R. STEINER
DANIEL JAMES ARTRIP
CALEB EARL BEERY
Mara Ann Henico
ASHLEE NICOLE TATUM
DOUGLAS L INGOLD
JASON DEAN BURKHOLDER
RICHARD THOMAS FOX
Daniel G. Fagert
Connor J Norgrove
Kaleb Reed
LOGAN PERRY SWARTZENTRUBER
JEFFREY SWARTZENTRUBER
CODY HUTH
ANDREW DENNIS BADERTSCHER
Nicholas Scott Sparr
JOSHUA MICHAEL HARTZLER
JOHN-MARK COLLIER YOUNG
Joseph Wade Browning
NICHOLAS S ALLEN
Andrew Scogin
BRADLEY DEAN FIKE
TAYLOR DEAN FIKE
Annette Renee Bantz
James Andrew Jones
STEFAN JOAQUIN GARCIA
ROSS DANIEL COCHRELL
JOHN GERARD VERTAL
BRYAN LEE LAUBAUGH
RICHARD EDWARD DOYLE
KRISTY LYNN Beal
CHERYL J STEINER
STEVEN CHARLES LORSON
Sharon Ann Guilliams

Within 25 miles of Creston, OH, Best Investors lists 138 registered investment advisory firms with 350 offices nearby, managing about $15.6T in combined regulatory AUM across 2,909,392 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 Creston

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM