Best financial advisors in Lucas, OH

Registered advisers within 25 miles of Lucas, OH.

Offices

83

Firms

37

Combined AUM

$6.08T

Firm-wide filings, not assets booked only here

Clients

934K

933,860 clients when Item 5C has a number

Avg / client

$6.51M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

2036 WEST FOURTH ST., STE 100
MANSFIELD, OH 44906

EDWARD JONES

834 N LEXINGTON-SPRINGMILL RD
ONTARIO, OH 44906

11.2 miles away

LPL ENTERPRISE, LLC

603 RICHLAND MALL A1
MANSFIELD, OH 44906

11.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

863 N Lexington Springmill Rd
Ontario, OH 44906

11.3 miles away

JOVAN, LTD.

2025 CLAREMONT AVENUE
ASHLAND, OH 44805

11.5 miles away

LIVELSBERGER FINANCIAL ADVISORY

122 WEST WASHINGTON STREET SUITE D
ASHLAND, OH 44805

13.1 miles away

EDWARD JONES

141 CLAREMONT
ASHLAND, OH 44805

13.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

132 W Main St
Ashland, OH 44805-2103

13.3 miles away

COMMONWEALTH FINANCIAL NETWORK

47 WEST MAIN STREET
ASHLAND, OH 44805

13.3 miles away

CROSBY ADVISORY GROUP, LLC

19 W. MAIN ST.
ASHLAND, OH 44805

13.3 miles away

PNC WEALTH MANAGEMENT LLC

10 W SECOND STREET
ASHLAND, OH 44805

13.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1650 Eagle Way
Ashland, OH 44805

13.4 miles away

EDWARD JONES

1173 E MAIN ST
ASHLAND, OH 44805

13.5 miles away

EDWARD JONES

1070 SUGARBUSH DRIVE
ASHLAND, OH 44805

13.5 miles away

COMPASS PLANNING, LLC

1210 EAST MAIN STREET
ASHLAND, OH 44805

13.5 miles away

LPL FINANCIAL LLC

1210 E MAIN ST
ASHLAND, OH 44805

13.5 miles away

LIGHTHOUSE WEALTH MANAGEMENT, INC.

1078 COMMERCE PARKWAY
ASHLAND, OH 44805

13.6 miles away

WHITCOMB & HESS, INC.

1020 CLEVELAND AVENUE
ASHLAND, OH 44805

13.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

71 S Gamble St
Shelby, OH 44875

18.6 miles away

EDWARD JONES

19 W Main St
SHELBY, OH 44875-0000

18.7 miles away

Firms

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LIVELSBERGER FINANCIAL ADVISORY

COMMONWEALTH FINANCIAL NETWORK

CROSBY ADVISORY GROUP, LLC

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

COMPASS PLANNING, LLC

LIGHTHOUSE WEALTH MANAGEMENT, INC.

WHITCOMB & HESS, INC.

Investors

JOHN PATRICK STEWART

Kevin Dee Williamson

Debbie L Rowlands

MICHAEL ALAN CAUDILL

Hunter Brian Mariotti

Robert Hernandez Arteaga

STEVEN W. IRWIN

LYNN LOUIS LIVELSBERGER

DEREK ROBERT TAYLOR

DONALD MERVIN GRAHAM

NATHAN MARC CROSBY

Derek Ballinger

JARROD RAY LIFER

JEFFREY THOMAS DEETER

TRAVIS BRIAN SNYDER

Mitchell Joseph Noel

Brianna Rose Noel

Mark Andrew McBride

Jenna M McBride

CHAD ANDREW BROWN

TIMOTHY JAMES ROWSEY

CHRISTOPHER WAYNE BEVINGTON

GREGORY DAVID EMMONS

Katherine Elizabeth Brown

AARON TIMOTHY ROWSEY

RYAN TIMOTHY GILMER

Tammy Lynn Higgins

AARON LEE BATES

CHRISTOPHER RYAN NADLER

Matthew Tracey Lefelhoc

Jacob Frederick Jones

BRIAN THOMAS CARSON

Renae Lynn Holland

Troy Allen Baker

Cara Danielle Howard

Within 25 miles of Lucas, OH, Best Investors lists 37 registered investment advisory firms with 83 offices nearby, managing about $6.08T in combined regulatory AUM across 933,860 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 Lucas

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM