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Best financial advisors in Mendon, OH

Registered advisers within 25 miles of Mendon, OH.

Offices
100
Firms
31
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
986K
985,909 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
W&S BROKERAGE SERVICES, INC.
SPC
GRADIENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LATITUDE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

BRIAN ROBERT STEPHAN
James Hiles
Christopher P Mohler
Amy Marie Wicker
Eric Wendell Mohler
TUAN Minh PHAM
TOMMIE ELWOOD LEININGER
MARK ANDREW NAGY
ALAN ELMER WOLTERS
Janell Marie Kuck
AMANDA M HOMAN
Douglas M Bertke
Marlene Elizabeth Gagel
Matt Joseph Muhlenkamp
Molly Maureen Shreffler
Richard C. Denning
Todd Jeffrey Belden
DEAN ROBERT MOELLER
Travis Michael Elsass
Sandra Jean Boesche
Jenson Merricle
KEITH ALLEN FLEDDERJOHANN
JEFFREY ALAN DIERINGER
KEVIN PAUL GLASS
Trisha Marie Barnes
Katie Elson
JOSEPH SPECK
JORDAN ANDREW BRACKMAN
ADAM JOSEPH MEYER
Eric Hurless
MARSHALL MARRACCINI

Within 25 miles of Mendon, OH, Best Investors lists 31 registered investment advisory firms with 100 offices nearby, managing about $4.64T in combined regulatory AUM across 985,909 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 Mendon

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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