Best Investors Account Sign in

Best financial advisors in Holmesville, OH

Registered advisers within 25 miles of Holmesville, OH.

Offices
69
Firms
31
Combined AUM
$4.52T
Firm-wide filings, not assets booked only here
Clients
894K
893,946 clients when Item 5C has a number
Avg / client
$5.05M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
AUSTIN WEALTH SOLUTIONS
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
PRISM WEALTH MANAGEMENT
STIFEL, NICOLAUS & COMPANY, INCORPORATED
J.P. MORGAN SECURITIES LLC
STRATOS WEALTH PARTNERS, LTD
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MATTHEW WILLIAM CAMPBELL
Cale Ogi
Robin C Hovis
JOHN F. BYLER
ZACHARY SCHUCH
CODY AARON AUSTIN
Benson E Beachy
LISA ANNE GRASSBAUGH
ROGER RUDOLPH INKROTT
STEPHEN RICHARD MYERS
Reid Delaney
MATT RYAN FRANKLIN
ROBIN LYNETTE LARUE-BEASLEY
Justin Paul Shetler
ADAM JOSEPH STARR
ADAM A BRIGGS
ROBERT L DODARO
Matthew L. Gilbert
Kaleb Lamb
Corree Denise Kaylor
James Randall Lepore
JOSEPH ADAM HANNA
KYLE JARON ADAMS
LISA KAY REICHERT
Benjamin Porter Hanna
Cole Hissong
JOHANNA L KELLEMAN
Joseph W Lewis
ALLISON MARIE BESANCON
STEVEN CHARLES LORSON
CHAD MICHAEL BOREMAN
NICHOLAS ALLEN SWIGART
MARK CULLY NORTON
KATHY Ann MARTIN
Sharon Ann Guilliams

Within 25 miles of Holmesville, OH, Best Investors lists 31 registered investment advisory firms with 69 offices nearby, managing about $4.52T in combined regulatory AUM across 893,946 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 Holmesville

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM