Best financial advisors in Greer, OH

Registered advisers within 25 miles of Greer, OH.

Offices

109

Firms

47

Combined AUM

$6.54T

Firm-wide filings, not assets booked only here

Clients

933K

932,628 clients when Item 5C has a number

Avg / client

$7.01M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

165 N Main St
Killbuck, OH 44637

10.1 miles away

AUSTIN WEALTH SOLUTIONS

160 S. MARKET ST
SHREVE, OH 44676

12.7 miles away

COMMONWEALTH FINANCIAL NETWORK

212 NORTH WASHINGTON STREET
MILLERSBURG, OH 44654

13.2 miles away

LPL FINANCIAL LLC

212 NORTH WASHINGTON STREET
MILLERSBURG, OH 44654

13.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

161 NORTH WASHINGTON
MILLERSBURG, OH 44654

13.2 miles away

CETERA INVESTMENT ADVISERS LLC

91 S CLAY STREET
MILLERSBURG, OH 44654

13.3 miles away

EDWARD JONES

1197 GLEN DRIVE SUITE E
MILLERSBURG, OH 44654

13.4 miles away

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

17.8 miles away

EDWARD JONES

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

EDWARD JONES

501 COSHOCTON AVENUE
MT VERNON, OH 43050

18.6 miles away

CETERA INVESTMENT ADVISERS LLC

285 S. MAIN STREET
BELLVILLE, OH 44813-0534

18.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

285 Main St.
Bellville, OH 44813

18.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

230 Main Street
Bellville, OH 44813

18.9 miles away

EDWARD JONES

224 MAIN STREET
BELLVILLE, OH 44813

18.9 miles away

EDWARD JONES

120 E CHESTNUT
MOUNT VERNON, OH 43050

19.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

307 N Main St.
Mount Vernon, OH 43050

19.2 miles away

AE WEALTH MANAGEMENT, LLC

126 E Vine St
Mount Vernon, OH 43050

19.2 miles away

SIGNATURE EQUITY PARTNERS, LLC

103 South Main Street
Mount Vernon, OH 43050

19.3 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

AUSTIN WEALTH SOLUTIONS

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AE WEALTH MANAGEMENT, LLC

SIGNATURE EQUITY PARTNERS, LLC

Investors

LISA ANNE GRASSBAUGH

CODY AARON AUSTIN

MATTHEW WILLIAM CAMPBELL

Benson E Beachy

Brian Don Van Winkle

TIMOTHY SHAWN WORKMAN

DAVID JOSEPH KUHN

Jacob Christopher Bresnahan

Sara Anne Mankins

DAVID DICKSON TAYLOR

JAMES LEE HOGAN

Marcus Aaron Arnold

REBECCA R. STEWART

Todd William Buck

KYLE Edwin BEVERIDGE

Mitchell McClure Rooks

James Robert Hill

Gregory Bryce Coffing

J. Burke Howard

JOSHUA C STROUSE

Charles A Powell

Within 25 miles of Greer, OH, Best Investors lists 47 registered investment advisory firms with 109 offices nearby, managing about $6.54T in combined regulatory AUM across 932,628 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 Greer

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM