Best Investors Account Sign in

Best financial advisors in Lewistown, OH

Registered advisers within 25 miles of Lewistown, OH.

Offices
91
Firms
32
Combined AUM
$4.52T
Firm-wide filings, not assets booked only here
Clients
966K
966,080 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

RANDY L. COPUS AND ASSOCIATES,LLC
EDWARD JONES
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
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
U.S. BANCORP ADVISORS, LLC

Investors

JASON MICHAEL FAULDER
RANDY LYNN COPUS
Laura Duncil
JAY PATRICK CLARK
AMY SUE GRUNDEN
JESSICA H MCNAMEE
Natalie Danielle Knerr
JESSICA MARIE SIMMONS
Nathaniel Eugene Dodds
Darin Dee Olson
Robert A Powell
JOHN T. BELSER
ERIC JAMES HAUBERT
Colton Thomas Lowry
ROBERT WENDELL PALENSHUS
Jason Paul Hunt
Drake Maverick Hunt
Jennifer Lile Harvey
MICHAEL S REID
Jason Christman
Zachary Jonathan Ross
Clasena Danielle Sielschott
Tiffany Alexandra Long
LaTrisha Reed
Steven E Lewis

Within 25 miles of Lewistown, OH, Best Investors lists 32 registered investment advisory firms with 91 offices nearby, managing about $4.52T in combined regulatory AUM across 966,080 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 Lewistown

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM