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Best financial advisors in Lore City, OH

Registered advisers within 25 miles of Lore City, OH.

Offices
10
Firms
6
Combined AUM
$2.57T
Firm-wide filings, not assets booked only here
Clients
302K
301,584 clients when Item 5C has a number
Avg / client
$8.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JANNEY MONTGOMERY SCOTT LLC
HAZLETT, BURT & WATSON, INC.
OSAIC WEALTH, INC.

Investors

Rory E Stelzer
Jacob Andrew Stelzer
Steven Douglas Marvin
GARY SCOTT WILLIAMSON
AARON D BURGA
NATHAN TOM LARRICK
Zachary Isaiah Cline
Robert Mitchell Howell
Matthew Lashley
Christina Joy Bradison
Lidia E Laurie
Jeffery Leon Willard
GRANT THOMAS BECKLEY
BRENT ALAN MARKLEY
MIKELLE B COPELLA
Matthew J Herink
Jordan David Hunkins
Ryan Braglin
JEFFREY LEE WHITE

Within 25 miles of Lore City, OH, Best Investors lists 6 registered investment advisory firms with 10 offices nearby, managing about $2.57T in combined regulatory AUM across 301,584 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 Lore City

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 6 SECURITY CAPITAL MANAGEMENT 20 advisers $1.39B AUM