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Best financial advisors in Lindsey, OH

Registered advisers within 25 miles of Lindsey, OH.

Offices
138
Firms
49
Combined AUM
$6.81T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,466,131 clients when Item 5C has a number
Avg / client
$2.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIFTH THIRD SECURITIES, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PLANMEMBER SECURITIES CORPORATION
PARKMONT WEALTH ADVISORS LLC
MML INVESTORS SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.

Investors

Brian Joseph Greggila
CHAD R BALHOFF
Kenneth Andrew Kreilick
Michelle Lynn Russell
Zachary Priesman
Michelle L Fairbanks
Jerrad Lee Shiets
ERIN R. FLOWER
Michael Sipsma
Richard Carl Frank
Anthony Messina
ELIOT REED PARKER
Charles Robert Corthell
ROBERT ALAN PARKER
MITCHELL PAUL HOLLAND
Justin Brady Grossman
DAVID EARL SLATER
Steven P Hohenstein
JOSEPH EDMUND CLEMENT
JORDAN BROOKS MOORE
HEATHER L STANSFIELD
AARON T MOORE
Larry Othel Dean
Courtney R Hammer
Austin Scott Dean
Bruce Allen Joseph
DANIEL ANTON VIELAND
Sarah Marie Hunker
Michael Thomas Neill
Derek S Gray
Aaron Joseph Wilson

Within 25 miles of Lindsey, OH, Best Investors lists 49 registered investment advisory firms with 138 offices nearby, managing about $6.81T in combined regulatory AUM across 2,466,131 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 Lindsey

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM