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Best financial advisors in Goshen, OH

Registered advisers within 25 miles of Goshen, OH.

Offices
706
Firms
285
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,330,260 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

JFJ ADVISORY SERVICES LLC
J.P. MORGAN SECURITIES LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
BROWN FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
ARDENT CAPITAL MANAGEMENT, INC.
INFINITY WEALTH COUNSEL, LLC
EAGLE STRATEGIES LLC
NORTHPOINT FINANCIAL PLANNING LLC
FAITH FINANCIAL ADVISORS, INC.

Investors

Jonathan William Ford
Chris Brewer
Isabel Cristina Arbaiza
CHRIS DIBARI
FERAAS ISA SULEYMAN
S Renee Whisman
NICHOLAS ALLAN NIEHAUS
KATHERINE HUPP
Ryan Rospert
SAVERIO P GRIPPA
Adrienne D Reinert
PAMELA SUE Davis
John Matthew Eiben
MYRON JAMES BORTH
Alexander Edward Brown
GREGORY ALLEN BROWN
Joseph Patrick Kuethe
Tina R Hendricks
Cody O'connor
ASHLEY ASSANUVAT SULLIVAN
THOMAS ERIC BURKHOLDER
MARK EUGENE MASSARO
CAROL ANN PARRY
MARY JOANNE HART
CHRISTOPHER JAMES DONABEDIAN
Ian Scott Roewer
Matthew J. Oberholzer
CHRISTOPHER ROBERT OBERHOLZER
Jeffrey L. Atkinson
Christopher Lee Atkinson
MICHAEL THOMAS HALL
Alexander Frederick Hesse
PAUL JOHN PFEIFFER
CHRISTINE JANET ENGELKAMP
Kayla Ann Grimslid
Syrrel Christian Wilks
MATTHEW JOSEPH MITHOEFER
SANDRA FAITH HALL

Within 25 miles of Goshen, OH, Best Investors lists 285 registered investment advisory firms with 706 offices nearby, managing about $17.4T in combined regulatory AUM across 3,330,260 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 Goshen

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM