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Best financial advisors in Lake Waynoka, OH

Registered advisers within 25 miles of Lake Waynoka, OH.

Offices
19
Firms
12
Combined AUM
$2.30T
Firm-wide filings, not assets booked only here
Clients
651K
650,978 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
BELL CITY WEALTH, INC.
CROWE FINANCIAL GROUP LLC
MONEY CONCEPTS CAPITAL CORP
FIFTH THIRD SECURITIES, INC.
ARVEN WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
SPC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
CONSOLIDATED PORTFOLIO REVIEW CORP

Investors

Sean Patrick Finley
Nicholas L Gray
Matthew Braun Taske
James R Holden
Mathew Earle Greene
RICHARD ALAN CARROLL
MARK STEVEN CROWE
JAMES LEE CROWE
Russell Kenneth Newman
Ashley M Farley
Kyle Ray King
Adam W Harris
Blake Alexander Bagshaw
Adrienne D Reinert
JOHN HERBERT LAWLER
Christopher Reno
Natalie Rebekah Barnett
MATTHEW DUSTIN HOOD
KRYSTLE M YOUNG
MARTIN WILLIAM FRANCIS BRENNEN
Nathan Dillon
Isabel Cristina Arbaiza
JAMES DORES
MELODY HERALD

Within 25 miles of Lake Waynoka, OH, Best Investors lists 12 registered investment advisory firms with 19 offices nearby, managing about $2.30T in combined regulatory AUM across 650,978 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 Lake Waynoka

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 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 5 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM 6 SPC 4,483 clients · 490 advisers $6.10B AUM 7 MONEY CONCEPTS ADVISORY SERVICE 1,108 clients · 416 advisers $4.07B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM