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Best financial advisors in Huntsville, OH

Registered advisers within 25 miles of Huntsville, OH.

Offices
67
Firms
27
Combined AUM
$3.74T
Firm-wide filings, not assets booked only here
Clients
818K
817,976 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
RANDY L. COPUS AND ASSOCIATES,LLC
LPL FINANCIAL LLC
TCP ASSET MANAGEMENT, LLC
MONEY CONCEPTS CAPITAL CORP
BELSER PINNACLE FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PRIVATE CLIENT SERVICES, LLC

Investors

JAY PATRICK CLARK
AMY SUE GRUNDEN
Laura Duncil
JASON MICHAEL FAULDER
RANDY LYNN COPUS
JESSICA H MCNAMEE
Natalie Danielle Knerr
JESSICA MARIE SIMMONS
Nathaniel Eugene Dodds
JOHN T. BELSER
Darin Dee Olson
Robert A Powell
ERIC JAMES HAUBERT
Colton Thomas Lowry
ROBERT WENDELL PALENSHUS
Jason Paul Hunt
Drake Maverick Hunt
Jennifer Lile Harvey
MICHAEL S REID
BRIAN DOUGLAS PHILLIPS
Paul Douglas Carmean
STEPHEN ANDREW MCBRIDE
Erik Federer

Within 25 miles of Huntsville, OH, Best Investors lists 27 registered investment advisory firms with 67 offices nearby, managing about $3.74T in combined regulatory AUM across 817,976 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 Huntsville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM