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Best financial advisors in Georgetown, OH

Registered advisers within 25 miles of Georgetown, OH.

Offices
20
Firms
10
Combined AUM
$4.32T
Firm-wide filings, not assets booked only here
Clients
723K
723,374 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
SPC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.

Investors

James R Holden
Nicholas L Gray
Matthew Braun Taske
Sean Patrick Finley
Phillip Lee Hyland
Tyler Robert Hawk
Brendan Allen Bussell
Stephanie L Hopper
Ronald Bradley Lynch
Christopher Ron Haney
Allison R Adkins
John Combs Buchanan
KRYSTLE M YOUNG
JOHN HERBERT LAWLER
MARTIN WILLIAM FRANCIS BRENNEN
Christopher Reno
Natalie Rebekah Barnett
Nathan Dillon
MATTHEW DUSTIN HOOD
Adrienne D Reinert
JAMES DORES
MELODY HERALD
LETITIA G FULKERSON
RYAN DYLAN NELSON
Shayne Clephane
DAVID LEE WINT

Within 25 miles of Georgetown, OH, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $4.32T in combined regulatory AUM across 723,374 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 Georgetown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 8 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM