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Best financial advisors in Morning Sun, OH

Registered advisers within 25 miles of Morning Sun, OH.

Offices
180
Firms
72
Combined AUM
$8.85T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,520,562 clients when Item 5C has a number
Avg / client
$3.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
EQUITABLE ADVISORS, LLC
SPC
WAVERLY ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SPECTRUM ADVISORS FINANCIAL, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC

Investors

Susan Diane Mullin
William P Mullin
Charles Michael Vinyard
Christopher Charles Slattery
Laura Jeannine Halsey
DAVID ANTHONY KURTZ
JOHN ALLEN KRUSE
WILLIAM ANDREW GROTH
Clarissa Ann Warner
PETER CHARLES BOHROFEN
Robert F. Gilman
ROBERT FREDERICK WALES
Joseph Randall Wesley
Donald Edgar Bates
JULIE MARIE KING
DONALD HUGH HOUSE
TRAVIS JAY KOHN
Dwight Mayo
LARRY EUGENE BOWLING
JASON RYAN NEMETH
PAUL DAVID NENNI
BRIAN EDWARD LONGBONS
Camden R Rhoades
DAVID ALLAN CHEATHAM
PAUL EARL SCHANEY
BERNARD LOUIS RIESBECK

Within 25 miles of Morning Sun, OH, Best Investors lists 72 registered investment advisory firms with 180 offices nearby, managing about $8.85T in combined regulatory AUM across 2,520,562 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 Morning Sun

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM