Best financial advisors in Delphi, OH

Registered advisers within 25 miles of Delphi, OH.

Offices

82

Firms

32

Combined AUM

$5.59T

Firm-wide filings, not assets booked only here

Clients

993K

993,181 clients when Item 5C has a number

Avg / client

$5.63M

Combined AUM ÷ clients

Nearby offices

COMMONWEALTH FINANCIAL NETWORK

205 MYRTLE AVE
WILLARD, OH 44890

STATE FARM INVESTMENT MANAGEMENT CORP.

1035 Woodbine St
Willard, OH 44890-1640

ELEVATED FINANCE

618 W WALTON STREET
WILLARD, OH 44890

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1151 Peru Olena Rd. W
Norwalk, OH 44857

CETERA INVESTMENT ADVISERS LLC

269 W MAIN ST STE 101
NORWALK, OH 44857

CETERA INVESTMENT ADVISERS LLC

257 BENEDICT AVE BLDG D.
NORWALK, OH 44857

11.3 miles away

LPL FINANCIAL LLC

118 W MANSFIELD ST
NEW WASHINGTON, OH 44854

11.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

19 East Main Street, Ste. 103
Norwalk, OH 44857

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

19 East Main St Suite 103
Norwalk, OH 44857

PNC WEALTH MANAGEMENT LLC

25 EAST MONROE STREET
NORWALK, OH 44857

12.1 miles away

EDWARD JONES

105 CLEVELAND RD SUITE C
NORWALK, OH 44857

12.7 miles away

EDWARD JONES

201 MILAN AVENUE SUITE A
NORWALK, OH 44857

STATE FARM INVESTMENT MANAGEMENT CORP.

348 Milan Ave Ste 4
Norwalk, OH 44857

13.2 miles away

EDWARD JONES

56 STOWER LN SUITE B
NORWALK, OH 44857-2610

13.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

29 N Gamble St
Shelby, OH 44875

14.2 miles away

EDWARD JONES

19 W Main St
SHELBY, OH 44875-0000

14.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

71 S Gamble St
Shelby, OH 44875

14.6 miles away

WESBANCO SECURITIES, INC.

211 N. Sandusky Street
Bellevue, OH 44811

14.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1110 CASTALIA STREET SUITE D
BELLEVUE, OH 44811

15.5 miles away

EDWARD JONES

1355 WEST MAIN STREET SUITE C
BELLEVUE, OH 44811

16.4 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

STATE FARM INVESTMENT MANAGEMENT CORP.

ELEVATED FINANCE

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

PNC WEALTH MANAGEMENT LLC

WESBANCO SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

KIP THOMAS MATTESON

ERIC MICHAEL SCHWIETERMAN

WILLIAM TERRY ADAMS

PENNY E PENNELL

BRIAN LODERMEIER

VICKI L MISSLER

ERIC EUGENE BROWN

JEFFREY DAVID COLVIN

Michael Kay Miller

RACHAEL LYNN FUTO MASCHARI

SCOTT ALLEN MCDOUGAL

Crystal Gale Hall

AUGUST WILLIAM ALLENDORF

Bradley John Davis

Joseph K Bradford

CINDY ANN NORCROSS

Andrea Mia Lepley

AMANDA LYNN MOBLEY

Renae Lynn Holland

Troy Allen Baker

Cara Danielle Howard

BRIAN THOMAS CARSON

JAMES WILEY BINGHAM

JAMES CLYDE DAVIS

KEVIN ROGER YOUNG

Jeffrey M Thomas

Wesley G. Miller

Within 25 miles of Delphi, OH, Best Investors lists 32 registered investment advisory firms with 82 offices nearby, managing about $5.59T in combined regulatory AUM across 993,181 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 Delphi

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM