Best financial advisors in Fredericktown, OH

Registered advisers within 25 miles of Fredericktown, OH.

Offices

75

Firms

33

Combined AUM

$6.06T

Firm-wide filings, not assets booked only here

Clients

934K

933,875 clients when Item 5C has a number

Avg / client

$6.49M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

307 N Main St.
Mount Vernon, OH 43050

EDWARD JONES

120 E CHESTNUT
MOUNT VERNON, OH 43050

SIGNATURE EQUITY PARTNERS, LLC

103 South Main Street
Mount Vernon, OH 43050

EDWARD JONES

124 S MAIN ST
MT VERNON, OH 43050

MOUNT VERNON FINANCIAL

20 WEST OHIO AVENUE
MOUNT VERNON, OH 43050

AE WEALTH MANAGEMENT, LLC

126 E Vine St
Mount Vernon, OH 43050

EDWARD JONES

501 COSHOCTON AVENUE
MT VERNON, OH 43050

EDWARD JONES

812 Coshocton Ave Building 1 Unit 2
Mount Vernon, OH 43050

VALMARK ADVISERS, INC.

710 B SOUTH MAIN STREET
MT. VERNON, OH 43050

AMERIPRISE FINANCIAL SERVICES, LLC

901 Coshocton Ave
Mount Vernon, OH 43050-1907

CETERA INVESTMENT ADVISERS LLC

285 S. MAIN STREET
BELLVILLE, OH 44813-0534

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

285 Main St.
Bellville, OH 44813

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

230 Main Street
Bellville, OH 44813

EDWARD JONES

224 MAIN STREET
BELLVILLE, OH 44813

LPL FINANCIAL LLC

403 NEWARK RD
MOUNT VERNON, OH 43050

STATE FARM INVESTMENT MANAGEMENT CORP.

1590 Coshocton Ave Unit A
Mount Vernon, OH 43050

EDWARD JONES

1684 VENTURE DR SUITE D
MT VERNON, OH 43050-8950

LINCOLN DOUGLAS INVESTMENTS, LLC

1051 NEWARK RD
MOUNT VERNON, OH 43050

LINCOLN DOUGLAS INVESTMENTS, LLC

1051 NEWARK RD
MT. VERNON, OH 43050

STATE FARM INVESTMENT MANAGEMENT CORP.

306 E Main St
Lexington, OH 44904

12.9 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SIGNATURE EQUITY PARTNERS, LLC

MOUNT VERNON FINANCIAL

AE WEALTH MANAGEMENT, LLC

VALMARK ADVISERS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LINCOLN DOUGLAS INVESTMENTS, LLC

Investors

Gregory Bryce Coffing

JOSHUA C STROUSE

Charles A Powell

Alexander Vaughan Bullock

Zachary J Falbo

J. Burke Howard

Sara Anne Mankins

Jacob Christopher Bresnahan

KEVIN LEE SPEARMAN

Olivia M Groves

LANCE JAMES SPEARMAN

DAVID JOSEPH KUHN

DAVID DICKSON TAYLOR

JAMES LEE HOGAN

Marcus Aaron Arnold

REBECCA R. STEWART

Todd William Buck

KYLE Edwin BEVERIDGE

Mitchell McClure Rooks

James Robert Hill

JOSHUA KANE LAMBERT

Jason Wayne Spray

TIMOTHY SHAWN WORKMAN

Brian Don Van Winkle

STEPHEN CHRISTOPHER DENNIS

BRANDON LEE BULLOCK

Nathaniel Emerson Fowler

KENNETH EARL DENNIS

ZACHARY STEPHEN DENNIS

BRIAN EUGENE MOHNEY

Tenesha Marie Hartgrove

Within 25 miles of Fredericktown, OH, Best Investors lists 33 registered investment advisory firms with 75 offices nearby, managing about $6.06T in combined regulatory AUM across 933,875 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 Fredericktown

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM