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Best financial advisors in Freeport, OH

Registered advisers within 25 miles of Freeport, OH.

Offices
35
Firms
20
Combined AUM
$4.49T
Firm-wide filings, not assets booked only here
Clients
926K
925,743 clients when Item 5C has a number
Avg / client
$4.86M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
HAZLETT, BURT & WATSON, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
WESBANCO SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC

Investors

JEFFREY LEE WHITE
Matthew J Herink
Zachary Thomas Smith
ROBERT JOSEPH POSITANO
JEFFREY A POSITANO
Rory E Stelzer
Jacob Andrew Stelzer
Robert Mitchell Howell
NATHAN TOM LARRICK
Zachary Isaiah Cline
Steven Douglas Marvin
GARY SCOTT WILLIAMSON
AARON D BURGA
GRANT THOMAS BECKLEY
BRENT ALAN MARKLEY
MIKELLE B COPELLA
HEIDI REBECCA LANGE MISSETT
PAUL DARWIN MCNEILL
HENRY ZEBEDE GRAHAM
Matthew Lashley
Christina Joy Bradison
Lidia E Laurie
Jeffery Leon Willard
Suzanne Ice
BENJAMIN DAVID OHL
Cullen Wesley Dalton
JULIE ANNE VAVRA DALEY
GABRIEL HALL
Paul Michael Peter Lamm
Dennis Matthew Lint

Within 25 miles of Freeport, OH, Best Investors lists 20 registered investment advisory firms with 35 offices nearby, managing about $4.49T in combined regulatory AUM across 925,743 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 Freeport

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM