Best Investors Account Sign in

Best financial advisors in Greenville, OH

Registered advisers within 25 miles of Greenville, OH.

Offices
88
Firms
36
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,099,595 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CALTON & ASSOCIATES, INC.
PRINCIPAL SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC
ONEAMERICA SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

David Edward Connelly
Christian Michael Stueve
Todd Charles Subler
TERRY W MAY
TRENT MAY
GARY LYNN CLOYD
DOUGLAS ALAN SHIELDS
TYLER JOHN POEPPELMAN
Brad Hare
Lexi M. Damewood
Zachary Adam Bruening
Phillip James Pierri
CLAIRE KRESS NEISWANDER
MATTHEW DWIGHT ARNOLD
NICHOLAS ANDREW BURNS
CRYSTA M BLOOMINGDALE
MARK MICHAEL WRIGHT
WESLEY SCOTT WILT
JAKE A FASHNER
ERIC DAVID BIGGS
Barbara Ann Barnhart
DANIEL PAUL WATREN
SCOTT A GARRISON
ZACHARY ALLEN STEINBRUNNER
John Alexander Barga
Howard Wesley Koch
Kevin G Addington
Tracy Allen Saunders
Dustin William Kohler
Vicki Lynn Long
Brian C Baker
Ryan Edwin Ratermann
Kristin Lauri Mullins

Within 25 miles of Greenville, OH, Best Investors lists 36 registered investment advisory firms with 88 offices nearby, managing about $4.80T in combined regulatory AUM across 1,099,595 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 Greenville

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