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Best financial advisors in Mechanicsburg, OH

Registered advisers within 25 miles of Mechanicsburg, OH.

Offices
243
Firms
115
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.54M
2,540,880 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
DARBY CREEK FINANCIAL ADVISORS LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
GIANOLA FINANCIAL PLANNING, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
KINTRA WEALTH, LLC

Investors

BRYAN JAMES CENKY
Kyle David Goins
David Allen Goins
Kimberly Cooley
KEVIN DWAYNE MARTIN
Cory Leigh Hixson
SCOTT ANDREW DONNELLY
Sarah Ann Clemans
Rachel Jayne Day
JAMES ROBERT VANDRE
JULIA MAE OWENS
Karan Ubhi
MARK ALAN WILDER
JILL ISAACSON GIANOLA
ANTHONY MICHAEL MILLER
Jacob Morton Kehoe
ERIC WYNN MILHOLLAND
Matthew Wynn Milholland
Joseph Leo Mitchell
STEPHEN PATRICK ZELLER
MARK ROBERT FINNEY
RYAN EDWIN MICKELSON
MEGAN MCCARTHY COLLINS
Jonathan Wade Lawrence
WESLEY WAYNE BEAN
JAMES B COX
Tyler Metzger
Quinn Mickelson
TONY EDWARD DALTON
Amanda Sue Beecher
James Ray Wasinger
Lindsey Marie Williams

Within 25 miles of Mechanicsburg, OH, Best Investors lists 115 registered investment advisory firms with 243 offices nearby, managing about $11.4T in combined regulatory AUM across 2,540,880 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 Mechanicsburg

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