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Best financial advisors in Maria Stein, OH

Registered advisers within 25 miles of Maria Stein, OH.

Offices
85
Firms
28
Combined AUM
$4.57T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,030,738 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
EDWARD JONES
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CREATIVE FINANCIAL DESIGNS, INC.
GRADIENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC

Investors

Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
Ryan C Lange
ADAM JOSEPH MEYER
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER
LISA KATTERHENRY HOWE
Amy Rose Fullenkamp
JUSTIN LEE EIGENBROD
JUSTIN ROBERT WISSMAN
Jacob Bruns
Amy Huber
Ross Allen Brown
Tanya J Temple
AARON JAMES ROHRBAUGH
Jonathan Mark Yoder
Lori Homan
CRAIG ALAN DREES
KEVIN JOSEPH MEIRING
JAMES WALTER HARTING
RANDALL L KAUP
RENEE LINN KNOTH
MARY JANE KOESTERS
DANIEL J KOESTERS
Janell Marie Kuck
JACOB ROBERT SCHMIDT
MARK ANDREW NAGY
ALAN ELMER WOLTERS
AMANDA M HOMAN
Douglas M Bertke
Molly Maureen Shreffler
Richard C. Denning
Todd Jeffrey Belden

Within 25 miles of Maria Stein, OH, Best Investors lists 28 registered investment advisory firms with 85 offices nearby, managing about $4.57T in combined regulatory AUM across 1,030,738 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 Maria Stein

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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