Best financial advisors in Gambier, OH

Registered advisers within 25 miles of Gambier, OH.

Offices

62

Firms

26

Combined AUM

$4.19T

Firm-wide filings, not assets booked only here

Clients

926K

926,406 clients when Item 5C has a number

Avg / client

$4.52M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

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

STATE FARM INVESTMENT MANAGEMENT CORP.

1590 Coshocton Ave Unit A
Mount Vernon, OH 43050

AMERIPRISE FINANCIAL SERVICES, LLC

901 Coshocton Ave
Mount Vernon, OH 43050-1907

EDWARD JONES

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

LINCOLN DOUGLAS INVESTMENTS, LLC

1051 NEWARK RD
MOUNT VERNON, OH 43050

LINCOLN DOUGLAS INVESTMENTS, LLC

1051 NEWARK RD
MT. VERNON, OH 43050

EDWARD JONES

501 COSHOCTON AVENUE
MT VERNON, OH 43050

LPL FINANCIAL LLC

403 NEWARK RD
MOUNT VERNON, OH 43050

VALMARK ADVISERS, INC.

710 B SOUTH MAIN STREET
MT. VERNON, OH 43050

AE WEALTH MANAGEMENT, LLC

126 E Vine St
Mount Vernon, OH 43050

EDWARD JONES

120 E CHESTNUT
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

SIGNATURE EQUITY PARTNERS, LLC

103 South Main Street
Mount Vernon, OH 43050

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

307 N Main St.
Mount Vernon, OH 43050

LPL FINANCIAL LLC

1760 N 21ST ST
NEWARK, OH 43055

17.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1550 N 21st St
Newark, OH 43055-3070

18.3 miles away

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

263 DEO DRIVE
NEWARK, OH 43055

18.4 miles away

FIFTH THIRD SECURITIES, INC.

1235 NORTH 21ST STREET
NEWARK, OH 43055

18.8 miles away

CORECAP ADVISORS

36 West Main Street
Centerburg, OH 43011

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

LINCOLN DOUGLAS INVESTMENTS, LLC

LPL FINANCIAL LLC

VALMARK ADVISERS, INC.

AE WEALTH MANAGEMENT, LLC

MOUNT VERNON FINANCIAL

SIGNATURE EQUITY PARTNERS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

FIFTH THIRD SECURITIES, INC.

CORECAP ADVISORS

Investors

Brian Don Van Winkle

TIMOTHY SHAWN WORKMAN

DAVID JOSEPH KUHN

Jacob Christopher Bresnahan

STEPHEN CHRISTOPHER DENNIS

BRANDON LEE BULLOCK

Nathaniel Emerson Fowler

KENNETH EARL DENNIS

ZACHARY STEPHEN DENNIS

BRIAN EUGENE MOHNEY

Tenesha Marie Hartgrove

Sara Anne Mankins

JOSHUA KANE LAMBERT

Jason Wayne Spray

KEVIN LEE SPEARMAN

Olivia M Groves

LANCE JAMES SPEARMAN

J. Burke Howard

Gregory Bryce Coffing

Alexander Vaughan Bullock

Zachary J Falbo

JOSHUA C STROUSE

Charles A Powell

GREGORY ALLEN LARGE

ERIN MELISSA CURTIS

BRIAN EDWARD VANWINKLE

Stacy Lynn Schindler

ROBERT CLEMENT DICE

Ryan Louis Fischer

DERRICK EDWARDS

Jeffrey C Jones

Anish Rajgolikar

James Lucas Gundling

Within 25 miles of Gambier, OH, Best Investors lists 26 registered investment advisory firms with 62 offices nearby, managing about $4.19T in combined regulatory AUM across 926,406 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 Gambier

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM