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Best financial advisors in Lodi, OH

Registered advisers within 25 miles of Lodi, OH.

Offices
364
Firms
143
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,916,596 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

FRACTAL FINANCIAL DESIGN, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
YOUR WEALTH FINANCIAL SOLUTIONS, LLC
ODA AND COMPANY, INC.
EDWARD JONES
FIRST MASON FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LEXAURUM ADVISORS
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
STONEX ADVISORS INC.
KEY INVESTMENT SERVICES LLC

Investors

BRETT MICHAEL THOMAS
HANNAH KOTT MAGRUM
Amanda A Sharratt
STANLEY ODA
PATRICIA SUE HORNAK-BOX
Bradley Robert Shook
DANIEL JEROME MASON
JOHN MICHAEL MCGEE
KENT P VON DER VELLEN
Amelia Lee Urbanik
Erik Stern
Gary Martin Chidsey
Richard Parsson
Teresa Cotman
Logan James Huffman
Ryan Matthew Wilk
Lindsay Kolek
KEVIN A. MEEK
EUGENE MICHAEL GILLMOR
MATTHEW KENT WHITSON
JOSEPH C MAGEE
JOSHUA PAUL CLARK
TIMOTHY THOMAS MALONE
ERIC JAMES SIMEONOGLOU
TIMOTHY WILLIAM MAY
RUBEN AVILA
MIRANDA SUZANNE SULLIVAN
ROBERT ALLEN HENDERSON
Michelle M Pipcak

Within 25 miles of Lodi, OH, Best Investors lists 143 registered investment advisory firms with 364 offices nearby, managing about $14.2T in combined regulatory AUM across 2,916,596 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 Lodi

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM