Best financial advisors in Eaton, OH

Registered advisers within 25 miles of Eaton, OH.

Offices

78

Firms

27

Combined AUM

$5.68T

Firm-wide filings, not assets booked only here

Clients

1.16M

1,164,401 clients when Item 5C has a number

Avg / client

$4.88M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

31 Lynn Ave.
Oxford, OH 45056

EDWARD JONES

335 S COLLEGE AVE SUITE 102
OXFORD, OH 45056

17.2 miles away

EAGLE STRATEGIES LLC

5995 FAIRFIELD ROAD SUITE 1
OXFORD, OH 45056

17.2 miles away

CETERA INVESTMENT ADVISERS LLC

5995 FAIRFIELD ROAD SUITE 5
OXFORD, OH 45056

17.2 miles away

LPL FINANCIAL LLC

5995 FAIRFIELD ROAD, #2
OXFORD, OH 45056

17.2 miles away

LPL FINANCIAL LLC

108 S MORTON AVE
CENTERVILLE, IN 47330

17.4 miles away

EDWARD JONES

404 WEST MAIN STREET
CENTERVILLE, IN 47330

17.6 miles away

LPL FINANCIAL LLC

225 W UPPER LEWISBURG SALEM RD
BROOKVILLE, OH 45309

17.9 miles away

SPIRE WEALTH MANAGEMENT, LLC

5714 Seybold Road , OH Suite 101
Brookville, OH 45309

18.4 miles away

EDWARD JONES

3 NORTH MAIN STREET
GERMANTOWN, OH 45327

18.7 miles away

EDWARD JONES

705 W NATIONAL RD
ENGLEWOOD, OH 45322-1157

21.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

923 W State St
Trenton, OH 45067-9690

21.7 miles away

FIFTH THIRD SECURITIES, INC.

2250 SHILOH SPRINGS ROAD
TROTWOOD, OH 45426

FIFTH THIRD SECURITIES, INC.

310 WEST NATIONAL ROAD
ENGLEWOOD, OH 45322

EDWARD JONES

10 S MAIN ST
MIAMISBURG, OH 45342

22.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

20 North 2nd Street
Miamisburg, OH 45342

22.3 miles away

EDWARD JONES

612 N UNIVERSITY BLVD
MIDDLETOWN, OH 45042

22.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1008 N UNIVERSITY BLVD
Middletown, OH 45042

22.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1064 N UNIVERSITY BLVD
MIDDLETOWN, OH 45042

22.8 miles away

LPL FINANCIAL LLC

794 NW WASHINGTON BLVD.
HAMILTON, OH 45013

22.9 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EAGLE STRATEGIES LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

SPIRE WEALTH MANAGEMENT, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

ANDREW JAMES VAN ERP

Phillip F Abshire

WILLIAM JOSEPH SCHAFER

MICHAEL ALAN RUDOLPH

JESS ELLIOT BENNETT

AARON ALEX AMES

ROGER DEAN AMES

Thomas Scott Bevington

GARY WAYNE BUCHANAN

Trent D Reichley

Anthony J Talbert

GARY ANTHONY KOZEE

DAVID JOHN LEVORCHICK

Charles Michael Vinyard

Christopher Charles Slattery

Jeffery William Boland

Adam Kirk Bowling

JASON RYAN NEMETH

PAUL DAVID NENNI

GLENN STEVEN SCHNELL

Within 25 miles of Eaton, OH, Best Investors lists 27 registered investment advisory firms with 78 offices nearby, managing about $5.68T in combined regulatory AUM across 1,164,401 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 Eaton

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM