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Best financial advisors in Lima, OH

Registered advisers within 25 miles of Lima, OH.

Offices
97
Firms
33
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
1.14M
1,137,202 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
RESERVOIR WEALTH MANAGEMENT
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Zachary Charles Lauck
Andrew David Lotz
Michael J Fisher
Cameron M Lauck
David Michael Lotz
Mathew L Gallaspie
Scott Allen Neth
BRIAN WILLIAM WENTLING
Jack Langhals
JACOB ELROD
Jared D Hollar
IAN ARMENTROUT
Craig Joseph Bauman
JARED THOMAS WALSH
Shawn C Goetz
Ann Elizabeth Meiring
MARK B ALTSTAETTER
CHERIE LYNNE TURNWALD
Aubree Schaefer
Mary Ann Wireman
Matthew Nutter
ZACHARY DAVID MILLER
MICHAEL JOHN MOESSNER
COREY VINSON FRAZER
David Alvin Compton
LORI CASCIANI KROEGER
KENNETH WILLIAM RUMBAUGH
TIMOTHY RYAN SIELSCHOTT
Matthew F Graff
LYNN ROBERT METZGER
MATTHEW LYNN METZGER
Rhen Biggs
ALYCIA C MUSIC

Within 25 miles of Lima, OH, Best Investors lists 33 registered investment advisory firms with 97 offices nearby, managing about $4.90T in combined regulatory AUM across 1,137,202 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 Lima

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