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Best financial advisors in Martin, OH

Registered advisers within 25 miles of Martin, OH.

Offices
322
Firms
107
Combined AUM
$11.5T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,034,173 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CONSOLIDATED PORTFOLIO REVIEW CORP
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
INDEPENDENT FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC

Investors

Larry Othel Dean
Courtney R Hammer
Austin Scott Dean
AARON T MOORE
JORDAN BROOKS MOORE
HEATHER L STANSFIELD
JOSEPH EDMUND CLEMENT
Brian Joseph Greggila
Gino Nick Chiappetta
Gregory Phillip Row
RYAN JACOB SHERWIN
Jerrad Lee Shiets
Devin Vaughn Zeisset
ERIN R. FLOWER
DUSTIN ROBERT ALEXANDER
Nathan R Boyer
Matthew H Moyer
Cheryl Gill
Brian Matthew Davis
JASON RYAN REPP
JAMES EDWIN BUNKE
BRENT EDWARD SHIMMAN
FRANK JOSEPH DOBNIKAR
Zachery Briggs
Julie Walker Halladay
JACOB CHARLES CHALUPA
Dylan Michael Clement

Within 25 miles of Martin, OH, Best Investors lists 107 registered investment advisory firms with 322 offices nearby, managing about $11.5T in combined regulatory AUM across 3,034,173 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 Martin

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM