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Best financial advisors in Jamestown, OH

Registered advisers within 25 miles of Jamestown, OH.

Offices
238
Firms
90
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,714,703 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
BOND TECH INC
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITY SERVICES, INC.
G. A. REPPLE & COMPANY
CREATIVE FINANCIAL SOLUTIONS, LLC
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC

Investors

BRIAN DAVID SMITH
JERALD LEWIS BUTTS
MICHAEL ANTHONY LUNDY
Kevin Banks
CARL MICHAEL BAKER
Gretchen M Matlock
David Owen Trimmer
JOSEPH FREDRIC NADEAU
Kayla Stevens
SHANE KENNETH MCMAHON
BRAD L DRAGER
Samantha Jean Carver
Eric Michael Murray
ROBERT SCOTT HERRON
DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
KATHERINE M martin
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
Andrew Day
Justin Taylor Dawson
MARK RICHARD CASTO
JEREMY TY KELLEY
STANLEY BRUCE WEILAND
STEVEN MICHAEL RYAN
BRANDON BLEVINS

Within 25 miles of Jamestown, OH, Best Investors lists 90 registered investment advisory firms with 238 offices nearby, managing about $10.3T in combined regulatory AUM across 1,714,703 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 Jamestown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM