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Best financial advisors in Fort Recovery, OH

Registered advisers within 25 miles of Fort Recovery, OH.

Offices
55
Firms
21
Combined AUM
$4.63T
Firm-wide filings, not assets booked only here
Clients
889K
888,508 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
ONEAMERICA SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
CREATIVE FINANCIAL DESIGNS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAPITAL CITIES INVESTMENTS
CETERA INVESTMENT ADVISERS LLC

Investors

Trisha Marie Barnes
Katie Elson
JEFFREY ALAN DIERINGER
KEVIN PAUL GLASS
Kevin G Addington
JOSEPH SPECK
JORDAN ANDREW BRACKMAN
ADAM JOSEPH MEYER
Howard Wesley Koch
Zachary Adam Bruening
Travis Michael Elsass
Sandra Jean Boesche
Brad Hare
Lexi M. Damewood
Todd Charles Subler
TERRY W MAY
TRENT MAY
GARY LYNN CLOYD
DOUGLAS ALAN SHIELDS
TYLER JOHN POEPPELMAN
BRYAN KEITH ALEXANDER
Christian Michael Stueve
David Edward Connelly
Marlene Elizabeth Gagel

Within 25 miles of Fort Recovery, OH, Best Investors lists 21 registered investment advisory firms with 55 offices nearby, managing about $4.63T in combined regulatory AUM across 888,508 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 Fort Recovery

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM