Best financial advisors in Mount Orab, OH

Registered advisers within 25 miles of Mount Orab, OH.

Offices

95

Firms

48

Combined AUM

$6.08T

Firm-wide filings, not assets booked only here

Clients

961K

960,562 clients when Item 5C has a number

Avg / client

$6.32M

Combined AUM ÷ clients

Nearby offices

U.S. BANCORP ADVISORS, LLC

210 Sterling Run Blvd
Mount Orab, OH 45154

EDWARD JONES

473 West Main St
Mount Orab, OH 45154

FIFTH THIRD SECURITIES, INC.

380 MAIN STREET
BATAVIA, OH 45103

12.7 miles away

EDWARD JONES

101 N MAIN STREET
GEORGETOWN, OH 45121

13.7 miles away

SPC

45 W. MAIN STREET
BATAVIA, OH 45103

14.1 miles away

LPL FINANCIAL LLC

1300 STATE ROUTE 125 SUIT B
AMELIA, OH 45102

J.P. MORGAN SECURITIES LLC

2 WEST MAIN
AMELIA, OH 45102

16.3 miles away

KEY INVESTMENT SERVICES LLC

18 W MAIN ST
AMELIA, OH 45102

16.4 miles away

CONSOLIDATED PORTFOLIO REVIEW CORP

5401 Dry Run Road
Milford, OH 45150

16.8 miles away

FIFTH THIRD SECURITIES, INC.

1196 OHIO PIKE
AMELIA, OH 45102

17.7 miles away

EDWARD JONES

225 W MAIN ST SUITE A
HILLSBORO, OH 45133

18.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

831 EASTGATE SOUTH DR
CINCINNATI, OH 45245

18.9 miles away

BELL CITY WEALTH, INC.

112 N. HIGH STREET
HILLSBORO, OH 45133

CROWE FINANCIAL GROUP LLC

128 NORTH HIGH STREET
HILLSBORO, OH 45133

PFS INVESTMENTS INC.

400 TECHNE CENTER DR STE 216
MILFORD, OH 45150

MONEY CONCEPTS CAPITAL CORP

217 N High St
Hillsboro, OH 45133

EDWARD JONES

131 E BEECH ST SUITE 2
HILLSBORO, OH 45133-1189

19.1 miles away

ARDENT CAPITAL MANAGEMENT, INC.

200 TECHNECENTER DR. SUITE 200
MILFORD, OH 45150

19.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

882 OHIO PIKE
Cincinatti, OH 45245

19.2 miles away

FIFTH THIRD SECURITIES, INC.

511 NORTH HIGH STREET
HILLSBORO, OH 45133

19.2 miles away

Firms

U.S. BANCORP ADVISORS, LLC

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

KEY INVESTMENT SERVICES LLC

CONSOLIDATED PORTFOLIO REVIEW CORP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BELL CITY WEALTH, INC.

CROWE FINANCIAL GROUP LLC

PFS INVESTMENTS INC.

MONEY CONCEPTS CAPITAL CORP

ARDENT CAPITAL MANAGEMENT, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Sean Patrick Finley

Nicholas L Gray

Matthew Braun Taske

Adrienne D Reinert

MATTHEW DUSTIN HOOD

KRYSTLE M YOUNG

MARTIN WILLIAM FRANCIS BRENNEN

Isabel Cristina Arbaiza

Mathew Earle Greene

RYAN DYLAN NELSON

Shayne Clephane

RICHARD ALAN CARROLL

MARK STEVEN CROWE

JAMES LEE CROWE

THOMAS ERIC BURKHOLDER

MARK EUGENE MASSARO

CAROL ANN PARRY

MARY JOANNE HART

Russell Kenneth Newman

Ashley M Farley

CHRISTOPHER JAMES DONABEDIAN

LETITIA G FULKERSON

Within 25 miles of Mount Orab, OH, Best Investors lists 48 registered investment advisory firms with 95 offices nearby, managing about $6.08T in combined regulatory AUM across 960,562 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 Mount Orab

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