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Best financial advisors in Edon, OH

Registered advisers within 25 miles of Edon, OH.

Offices
44
Firms
19
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
399K
398,563 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VALMARK ADVISERS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
SPC
FIFTH THIRD SECURITIES, INC.
OBERLIN WEALTH PARTNERS, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

THOMAS D FLEGAL
BRIDGET ARLENE MCDERMOTT
ADAM AUGUST SMITH
KENNETH RAY EHINGER
KEVIN BONTRAGER
Mark Richard Sanborn
Brian Patrick Sanborn
BILL J MANN
Cole Douglas Targgart
Dylan Michael Targgart
Michael Joseph Hanson
Valerie Ann Medendorp
Rhonda Lynn Hanson
BRYAN WEISMAN
EARL CLIFFORD OBERLIN
MATTHEW B CARRIER
April M Witte
Melissa Reinette Stockman
MICHAEL L JOHNSON
LAURA HELEN STOVER
DANIEL SCOTT SCHARLACH
JILL RAE POWERS
THOMAS WILLIAM HOFBAUER
STEPHEN BRADLEY HESS
CRAIG STEPHEN BAVIN
EMILY JEAN ALTAFFER
BLAKE JAMES ROCKEY
Ryan Bethel
AMANDA JO WHEELER
Lori LaDona Olson
Micah John McCoy

Within 25 miles of Edon, OH, Best Investors lists 19 registered investment advisory firms with 44 offices nearby, managing about $2.94T in combined regulatory AUM across 398,563 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 Edon

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM