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Best financial advisors in Latham, OH

Registered advisers within 25 miles of Latham, OH.

Offices
16
Firms
8
Combined AUM
$1.85T
Firm-wide filings, not assets booked only here
Clients
239K
239,466 clients when Item 5C has a number
Avg / client
$7.74M
Combined AUM ÷ clients

Nearby offices

Firms

ARVEN WEALTH MANAGEMENT LLC
EDWARD JONES
BELL CITY WEALTH, INC.
CROWE FINANCIAL GROUP LLC
MONEY CONCEPTS CAPITAL CORP
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.

Investors

Blake Alexander Bagshaw
Ashley M Farley
Kyle Ray King
Ronald Lee Endicott
Brandon Laine Adkins
RICHARD ALAN CARROLL
MARK STEVEN CROWE
JAMES LEE CROWE
Russell Kenneth Newman
Adam W Harris
Mathew Earle Greene
TYLER LANDON WILLIAMS
MATTHEW DAVID CRACE
Sarah Louise Marcum
Christopher Reno
Natalie Rebekah Barnett
JOHN HERBERT LAWLER
Matthew Paul Edler
ADAM CHRISTOPHER HALM
Zachary Adam Holbert
WILLIAM KEEGAN RATHKAMP

Within 25 miles of Latham, OH, Best Investors lists 8 registered investment advisory firms with 16 offices nearby, managing about $1.85T in combined regulatory AUM across 239,466 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 Latham

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 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 4 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 5 MONEY CONCEPTS ADVISORY SERVICE 1,108 clients · 416 advisers $4.07B AUM 6 BELL CITY WEALTH, INC. 1 advisers $163M AUM 7 CROWE FINANCIAL GROUP LLC 2 advisers $17.6M AUM