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Best financial advisors in Kalida, OH

Registered advisers within 25 miles of Kalida, OH.

Offices
96
Firms
33
Combined AUM
$5.55T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,226,834 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES

Investors

KYLE P BRUSKOTTER
JAMES DAVID SMITH
Joyce Marie Placie
GARRY NORMAN PETERSON
DANIEL ROBERT TURNWALD
Luke Recker
Kinsey Alexandra Kinder
Cassondra Salazar
MINDY ANN VANCE
ADAM DWIGHT CUPP
Andrew Schroeder
Gabrielle E Schmiedebusch
CORY RICHARD KING
MICHAEL JAMES ALLEN
DAVID MICHAEL ELLERBROCK
DYLAN JAMES MASON
PHILIP JAMES MASON
THOMAS JOE WAGNER
JANICE MARIE VON DER EMBSE
Molly Anne Montgomery
BRAD ALAN DICKMAN
ERIN NICOLE SCHROEDER
Adam Hershberger
Scott Robert Hershberger
KELSIE ANN SALISBURY
Grant Thomas Hershberger
Circe Sheila Krout
Corey Patrick Norton
Robert Anthony North
Ross Patrick Thompson
Alex Odenweller
JENNIFER NICOLE MOENTER
BRADEN LEE DAUTERMAN
CLARA L HANF
Stephanie Michelle Patton
ANTHONY PAUL RAHRIG

Within 25 miles of Kalida, OH, Best Investors lists 33 registered investment advisory firms with 96 offices nearby, managing about $5.55T in combined regulatory AUM across 1,226,834 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 Kalida

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM