Best financial advisors in Felicity, OH

Registered advisers within 25 miles of Felicity, OH.

Offices

72

Firms

35

Combined AUM

$7.57T

Firm-wide filings, not assets booked only here

Clients

980K

979,958 clients when Item 5C has a number

Avg / client

$7.73M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

101 N MAIN STREET
GEORGETOWN, OH 45121

10.3 miles away

LPL FINANCIAL LLC

1300 STATE ROUTE 125 SUIT B
AMELIA, OH 45102

14.8 miles away

J.P. MORGAN SECURITIES LLC

2 WEST MAIN
AMELIA, OH 45102

15.4 miles away

KEY INVESTMENT SERVICES LLC

18 W MAIN ST
AMELIA, OH 45102

15.5 miles away

EDWARD JONES

473 West Main St
Mount Orab, OH 45154

16.3 miles away

U.S. BANCORP ADVISORS, LLC

210 Sterling Run Blvd
Mount Orab, OH 45154

17.1 miles away

FIFTH THIRD SECURITIES, INC.

1196 OHIO PIKE
AMELIA, OH 45102

17.4 miles away

SPC

45 W. MAIN STREET
BATAVIA, OH 45103

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

882 OHIO PIKE
Cincinatti, OH 45245

U.S. BANCORP ADVISORS, LLC

7630 Alexandria Pike
Alexandria, KY 41001

19.2 miles away

FIFTH THIRD SECURITIES, INC.

380 MAIN STREET
BATAVIA, OH 45103

20.5 miles away

EDWARD JONES

752 KENTON STATION RD
MAYSVILLE, KY 41056

20.6 miles away

MANDEL FINANCIAL SERVICES

431 OHIO PIKE SUITE 201
CINCINNATI, OH 45255

20.6 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

831 EASTGATE SOUTH DR
CINCINNATI, OH 45245

20.7 miles away

CETERA INVESTMENT ADVISERS LLC

8595 BEECHMONT AVE STE 306
CINCINNATI, OH 45255

20.7 miles away

EDWARD JONES

1931 OLD MAIN STREET
MAYSVILLE, KY 41056

20.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1167 Eight Mile Rd
Cherry Grove, OH 45255

20.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

533 N Shawnee Rd
Maysville, KY 41056

ISAACS & ASSOCIATES, LLC

4270 IVY POINTE BLVD SUITE 100
CINCINNATI, OH 45245

EAGLE STRATEGIES LLC

4357 FERGUSON DRIVE SUITE 240
CINCINNATI, OH 45245

Firms

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

KEY INVESTMENT SERVICES LLC

U.S. BANCORP ADVISORS, LLC

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MANDEL FINANCIAL SERVICES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT ADVISERS LLC

ISAACS & ASSOCIATES, LLC

EAGLE STRATEGIES LLC

Investors

KRYSTLE M YOUNG

MARTIN WILLIAM FRANCIS BRENNEN

Nicholas L Gray

Matthew Braun Taske

Sean Patrick Finley

MATTHEW DUSTIN HOOD

LETITIA G FULKERSON

Jonathan Michael Eschan

Adrienne D Reinert

Brendan Allen Bussell

Timothy James Mandel

RYAN DYLAN NELSON

Shayne Clephane

LINDA ANN LITZLER

Christopher Ron Haney

Allison R Adkins

John Combs Buchanan

RANDAL R WAGNER

Stephanie L Hopper

RAY ALLEN ISAACS

Joshua David Polkow

WILLIAM FRANK LYON

ROBERT ANTHONY NIENABER

Within 25 miles of Felicity, OH, Best Investors lists 35 registered investment advisory firms with 72 offices nearby, managing about $7.57T in combined regulatory AUM across 979,958 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 Felicity

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM