Best Investors Account Sign in

Best financial advisors in East Fultonham, OH

Registered advisers within 25 miles of East Fultonham, OH.

Offices
65
Firms
28
Combined AUM
$6.30T
Firm-wide filings, not assets booked only here
Clients
932K
932,195 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BANKERS LIFE ADVISORY SERVICES, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
LINCOLN INVESTMENT
EDWARD JONES
VALMARK ADVISERS, INC.
MML INVESTORS SERVICES, LLC
W&S BROKERAGE SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC

Investors

CHAD ALLEN TOM
WAYNE DAVID WYCOFF
JOHN RUSSELL WOOD
John E Mcallister
JOSEPH A FOSTER
LYNN HEATWOLE
Nicholas Andrew Weiner
Shakir Hakim Kaka
DAVID S WEINBERG
BRIDGET K TETAK
Ross Michael Weinberg
Nazneen S Kaka
Sierra Madison Baker
DARRIN HAROLD CAMPBELL
Parker Lee Webb
MICHAEL SHANE KAYS
Jason David Daly
Matthew William Hatfield
WAYNE FRANKLIN FARNSWORTH
WAYNE FRANKLIN FARNSWORTH
BRAD DWAYNE FARNSWORTH
Edward Lowry
Edward Curtis Lowry
LORI HOWE
RITIA DAWN BROWN
EDWARD GENE LEEDOM
AARON NICHOLAS STEFFAN
DIRK ANTONY MILLER
James L Ward
William R Lamar
SCOTT LEE WEBB

Within 25 miles of East Fultonham, OH, Best Investors lists 28 registered investment advisory firms with 65 offices nearby, managing about $6.30T in combined regulatory AUM across 932,195 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 East Fultonham

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM