Best Investors Account Sign in

Best financial advisors in Harrod, OH

Registered advisers within 25 miles of Harrod, OH.

Offices
82
Firms
30
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,137,167 clients when Item 5C has a number
Avg / client
$4.28M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
WESBANCO SECURITIES, INC.
TRUEBLOOD WEALTH MANAGEMENT, LLC
HARDY & HARDY CO LLC
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE FINANCIAL DESIGNS, INC.

Investors

Zachary Michael McCain
Stephanie Ann Moos
Courtney Neumeier
TIMOTHY ALAN NIEBEL
David Alvin Compton
Rebecca B Baugh
William Lewis
DENNIS DEAN ROCKHOLD
LINDSEY ANN WILSON
JILL ANN ISRAEL
MATTHEW WILLIAM ANDREAS
DOUGLAS ALAN FELLER
DAVID THOMAS ROBINSON
PHILLIP GEOFFREY TRUEBLOOD
Hannah Dunn
Mary Kelly Mulcahy
Erin Elizabeth Mulcahy
PHILLIP LEE TRUEBLOOD
SCOTT RICHARD JENSEN
BRADLEY OWEN HARDY
ALYCIA C MUSIC
Rhen Biggs
LYNN ROBERT METZGER
MATTHEW LYNN METZGER
Matthew F Graff
DOUGLAS WILLIAM BELL
LINDSEY N CHAPMAN
Jason Cox
LINDA KAY OWENS
Tammy Lynn Kirkendall
Miranda Lee Rose-King
Brandon David Blackford
Ryan P DeMarco
Joel I Griffiths
Joshua Daniel Moore
KATHI ANN DUNLAP

Within 25 miles of Harrod, OH, Best Investors lists 30 registered investment advisory firms with 82 offices nearby, managing about $4.87T in combined regulatory AUM across 1,137,167 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 Harrod

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