Best financial advisors in Midland, OH

Registered advisers within 25 miles of Midland, OH.

Offices

138

Firms

68

Combined AUM

$6.35T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,154,236 clients when Item 5C has a number

Avg / client

$5.50M

Combined AUM ÷ clients

Nearby offices

FIFTH THIRD SECURITIES, INC.

6403 BRANCHHILL GUINEA PIKE
LOVELAND, OH 45140

20.2 miles away

EAGLE STRATEGIES LLC

600 W LOVELAND AVENUE SUITE 7
LOVELAND, OH 45140

20.3 miles away

EDWARD JONES

580 W MAIN ST
NEW LEBANON, OH 45345

20.3 miles away

EDWARD JONES

5881 Cook Rd
Milford, OH 45150-5523

20.4 miles away

BROWN FINANCIAL ADVISORS, LLC

964 STATE ROUTE 28
MILFORD, OH 45150

20.5 miles away

EDWARD JONES

1001 WEST MAIN ST SUITE G
LEBANON, OH 45036

20.7 miles away

EDWARD JONES

8961 COLUMBIA RD SUITE B
LOVELAND, OH 45140

STATE FARM INVESTMENT MANAGEMENT CORP.

3187 WESTERN ROW RD SUITE 115
MAINEVILLE, OH 45039

21.1 miles away

FIFTH THIRD SECURITIES, INC.

9095 LIGHTHOUSE WAY
LOVELAND, OH 45140

21.3 miles away

PRIVATE ADVISOR GROUP, LLC

8118 Corporate Way, Suite 165
Mason, OH 45040

21.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

8118 Corporate Way #140
Mason, OH 45040

21.4 miles away

SPC

45 W. MAIN STREET
BATAVIA, OH 45103

21.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3611 Socialville Foster Rd. Ste. 102
Mason, OH 45040

21.4 miles away

SPC

3611 SOCIALVILLE-FOSTERS ROAD
DEERFIELD TOWNSHIP, OH 45040

21.4 miles away

J.P. MORGAN SECURITIES LLC

5262 Kings Mills Rd
Mason, OH 45040

21.5 miles away

FAITH FINANCIAL ADVISORS, INC.

6281 TRI-RIDGE BOULEVARD SUITE 130
LOVELAND, OH 45140-8320

21.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

6281 Tri Ridge Blvd Suite 110
Loveland, OH 45140

21.6 miles away

LPL FINANCIAL LLC

6281 TRI-RIDGE BLVD. SUITE 100
LOVELAND, OH 45140-8320

21.6 miles away

OSAIC WEALTH, INC.

6281 TRI-RIDGE BLVD. SUITE 130
LOVELAND, OH 45140

21.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5374a Cox Smith Rd
Mason, OH 45040

21.7 miles away

Firms

FIFTH THIRD SECURITIES, INC.

EAGLE STRATEGIES LLC

BROWN FINANCIAL ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PRIVATE ADVISOR GROUP, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

FAITH FINANCIAL ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

Investors

ASHLEY ASSANUVAT SULLIVAN

MICHAEL THOMAS HALL

Alexander Frederick Hesse

Robert John Sells

John Matthew Eiben

MYRON JAMES BORTH

Alexander Edward Brown

GREGORY ALLEN BROWN

Adam James Ireton

Timothy James Payne

KELSEY BRIANNA BOSCH

BRIAN MICHAEL GEORGE

THOMAS JOHN NEESS

JACQUELINE ANNE STACEY

KEITH WAYNE REED

MATTHEW DUSTIN HOOD

ERIC MICHAEL ALBRIGHT

STEVEN EDGAR SEWARD

AMY RUTH BARKALOW

JON BRIAN PITCOCK

WILLIAM EDWARD HENNESSY

JAMES KEVIN DEMPSEY

CHRISTOPHER LEE BROWNING

MATTHEW JOSEPH MITHOEFER

SANDRA FAITH HALL

Michael Edward Sauer

RYAN PATRICK HOOVER

DENNIS RAY HORR

TYLER DEAN HEWLETT

SHANE ANDREW MCMAHON

Within 25 miles of Midland, OH, Best Investors lists 68 registered investment advisory firms with 138 offices nearby, managing about $6.35T in combined regulatory AUM across 1,154,236 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 Midland

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM