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Best financial advisors in Delta, OH

Registered advisers within 25 miles of Delta, OH.

Offices
300
Firms
105
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,120 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
FARTHER
THEUS WEALTH ADVISORS
APRICITY FINANCIAL PLANNING
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
GIBBS WEALTH MANAGEMENT, LLC

Investors

SCOTT DAVID NEUMANN
JEFFREY LEE LAMBERT
Richard William Shehorn
Kimberly R Baker
Anthony Jackson
Shelbie J Conrad
Cassie Taryn Siler
Scott Peluso
JAMES M REEVES
Owen W Newlove
Jacob Newlove
Wanda L. Newlove
Jack Paul Potkanowicz
ERIC THOMAS WATSON
JAMES ROY FISHER
KELSEY MARIE BURKE
Matthew Wayne Padgett
Jennifer Lynn Roberts
David Scott Rupp
JEFFREY LYNN ROTH
SCOTT THOMAS RUPP
Edward Lee Roth
Blake Anthony Sizemore
JASON PAUL MAASSEL
Terry John Herman
Parker David Vollmar
Cole Roth
Richard Lucas Tesznar
TIMOTHY EDWIN ROTH
Maxwell Gordon Armstrong
Andrew Robert Pieracini

Within 25 miles of Delta, OH, Best Investors lists 105 registered investment advisory firms with 300 offices nearby, managing about $11.3T in combined regulatory AUM across 3,035,120 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 Delta

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM