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Best financial advisors in Middle Point, OH

Registered advisers within 25 miles of Middle Point, OH.

Offices
73
Firms
26
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,221,059 clients when Item 5C has a number
Avg / client
$3.99M
Combined AUM ÷ clients

Nearby offices

Firms

TRUEBLOOD WEALTH MANAGEMENT, LLC
WESBANCO SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
EQUITY SERVICES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
HARDY & HARDY CO LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RESERVOIR WEALTH MANAGEMENT

Investors

PHILLIP GEOFFREY TRUEBLOOD
Hannah Dunn
Mary Kelly Mulcahy
Erin Elizabeth Mulcahy
PHILLIP LEE TRUEBLOOD
DAVID THOMAS ROBINSON
JILL ANN ISRAEL
MATTHEW WILLIAM ANDREAS
DOUGLAS ALAN FELLER
Zachary Michael McCain
Stephanie Ann Moos
Courtney Neumeier
ZACHARY DAVID MILLER
MARK B ALTSTAETTER
CHERIE LYNNE TURNWALD
Aubree Schaefer
Mary Ann Wireman
Matthew Nutter
TIMOTHY ALAN NIEBEL
Ann Elizabeth Meiring
SCOTT RICHARD JENSEN
BRADLEY OWEN HARDY
Joyce Marie Placie
GARRY NORMAN PETERSON
DANIEL ROBERT TURNWALD
Luke Recker
Kinsey Alexandra Kinder
Cassondra Salazar
MINDY ANN VANCE
ADAM DWIGHT CUPP
Andrew Schroeder
Gabrielle E Schmiedebusch
GEORGE WILLIAM RICKS
JANICE MARIE VON DER EMBSE
Molly Anne Montgomery
JARED THOMAS WALSH
Shawn C Goetz

Within 25 miles of Middle Point, OH, Best Investors lists 26 registered investment advisory firms with 73 offices nearby, managing about $4.87T in combined regulatory AUM across 1,221,059 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 Middle Point

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