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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

THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
SOUDERS FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
THE SIEKMANN COMPANY
NAMCOA

Investors

Zachary Frederick Welch
Christopher Thomas Hunt
SCOTT WILLIAM KRIZNER
ANDREW DAVID BARLOW
ERIC LEE JOSEPH POWELL
Deborah Melinda Vincent
CHRISTOPHER MICHAEL WELLS
Jordan Alexandra Foreman
JAMES BRIAN HANNA
KRISTINE JEAN LEWIS
PETER WILLIAM FOREMAN
SHAWN FRANCIS MCCOMBS
RICHARD ANTHONY FOREMAN
Catherine C Zaino
PHILIP STEVEN SCOTT
Mark Stephenson
Bart William Little
JOSHUA Tyler REYNOLDS
CARRIE L MILLER
KENNETH M SPICER
NICHOLAS NOLEN BRADLEY
KRISTEN L GAUDIOSE
Edward Joseph Waldrop
BRUCE O DYE
Aaron Robert Siekmann
BRENT WILLIAM SOLLER
JOHN BERNARD EDDINGFIELD
Chip Detty
Kevin Edward Sullivan
SUSAN ROBIN RISER WHITLOCK
KEITH AARON LEWIS
Brian D Long

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