Best financial advisors in Heath, OH

Registered advisers within 25 miles of Heath, OH.

Offices

129

Firms

47

Combined AUM

$7.04T

Firm-wide filings, not assets booked only here

Clients

1.05M

1,046,410 clients when Item 5C has a number

Avg / client

$6.73M

Combined AUM ÷ clients

Nearby offices

FIFTH THIRD SECURITIES, INC.

1235 NORTH 21ST STREET
NEWARK, OH 43055

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1473 Granville Rd
Newark, OH 43055

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

263 DEO DRIVE
NEWARK, OH 43055

STATE FARM INVESTMENT MANAGEMENT CORP.

1550 N 21st St
Newark, OH 43055-3070

LINCOLN INVESTMENT

14880 State Rt. 13
Thornville, OH 43076

LPL FINANCIAL LLC

1760 N 21ST ST
NEWARK, OH 43055

EDWARD JONES

1969 NEWARK GRANVILLE RD
GRANVILLE, OH 43023-9172

AMERIPRISE FINANCIAL SERVICES, LLC

1925 NEWARK GRANVILLE RD
GRANVILLE, OH 43023

STATE FARM INVESTMENT MANAGEMENT CORP.

1915 Newark Granville Rd
Granville, OH 43023-9166

EDWARD JONES

12 W COLUMBUS ST
THORNVILLE, OH 43076

EDWARD JONES

1121 RIVER ROAD
GRANVILLE, OH 43023

EDWARD JONES

4455 WALNUT RD C
BUCKEYE LAKE, OH 43008-7768

OSAIC WEALTH, INC.

945 RIVER RD
GRANVILLE, OH 43023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1919 LANCASTER ROAD
GRANVILLE, OH 43023

10.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1919 Lancaster Rd
Gransville, OH 43023

10.2 miles away

INVEST CAPITAL PARTNERS

230 E BroadWay
Granville, OH 43023

10.2 miles away

WALDEN FINANCIAL

130 N. PROSPECT ST., SUITE A
GRANVILLE, OH 43023

10.2 miles away

J.P. MORGAN SECURITIES LLC

135 N Main St
GRANVILLE, OH 43023

10.4 miles away

EDWARD JONES

1640 COLUMBUS ROAD
GRANVILLE, OH 43023

10.7 miles away

NBC SECURITIES, INC.

1670 Columbus Rd Suite A
GRANVILLE, OH 43023

10.7 miles away

Firms

FIFTH THIRD SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LINCOLN INVESTMENT

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

INVEST CAPITAL PARTNERS

WALDEN FINANCIAL

J.P. MORGAN SECURITIES LLC

NBC SECURITIES, INC.

Investors

Stacy Lynn Schindler

ROBERT CLEMENT DICE

ADAM DOUGLAS CONWAY

BRIAN EDWARD VANWINKLE

ERIN MELISSA CURTIS

MICHAEL SHANE KAYS

GREGORY ALLEN LARGE

Matthew John Sangalli

ERIC JOSEPH KOLLER

JARED MICHAEL HOFFMAN

Edward S Painvin

Nicholas K Hull

Sean Michael Gibbons

CIERRA ROSE HERSHEY

RICHARD JOHN MOLLER

AARON VINCENT MAY

Jason David Daly

Amanda M Johnson

Joseph Allen Johnson

JAMES BENSON BARTON

RYAN ERIK MILLS

Heather Rochelle Henkaline

Erica Renee Dunn

JOSHUA ANDREW DANDURAND

Kevin M. McCrorie

Jeff Claude Bonhomme

Nolan Kenneth Cox

SHEILA ADELE STEURY

Within 25 miles of Heath, OH, Best Investors lists 47 registered investment advisory firms with 129 offices nearby, managing about $7.04T in combined regulatory AUM across 1,046,410 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 Heath

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM