Best financial advisors in Mount Perry, OH

Registered advisers within 25 miles of Mount Perry, OH.

Offices

86

Firms

36

Combined AUM

$6.69T

Firm-wide filings, not assets booked only here

Clients

938K

937,815 clients when Item 5C has a number

Avg / client

$7.13M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

20 S 30TH ST
NEWARK, OH 43055-1905

17.2 miles away

EDWARD JONES

1503 W MAIN STREET
NEWARK, OH 43055

17.7 miles away

LPL FINANCIAL LLC

835 N 21ST ST
NEWARK, OH 43055

17.8 miles away

EDWARD JONES

843 N 21ST ST SUITE 101 NEWARK MEDICAL & DENTAL CENTER
NEWARK, OH 43055

17.8 miles away

THE RETIREMENT SPECIALIST OF CENTRAL OHIO

974 N 21ST STREET, SUITE C1
NEWARK, OH 43055

17.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1512 WEST CHURCH
NEWARK, OH 43055

AMERIPRISE FINANCIAL SERVICES, LLC

1040 N 21st St
Newark, OH 43055-2957

THE HUNTINGTON INVESTMENT COMPANY

NEWARK OFFICE 1040 N 21ST STREET
NEWARK, OH 43055

HORACE MANN INVESTORS, INC.

593 Country Club Drive
Newark, OH 43055

EDWARD JONES

605 COUNTRY CLUB DR
NEWARK, OH 43055

18.1 miles away

OSAIC WEALTH, INC.

12460 LANCASTER ST
MILLERSPORT, OH 43046

18.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1473 Granville Rd
Newark, OH 43055

18.1 miles away

FIFTH THIRD SECURITIES, INC.

1235 NORTH 21ST STREET
NEWARK, OH 43055

18.3 miles away

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

263 DEO DRIVE
NEWARK, OH 43055

18.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1550 N 21st St
Newark, OH 43055-3070

18.6 miles away

LPL FINANCIAL LLC

1760 N 21ST ST
NEWARK, OH 43055

EDWARD JONES

1969 NEWARK GRANVILLE RD
GRANVILLE, OH 43023-9172

19.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1925 NEWARK GRANVILLE RD
GRANVILLE, OH 43023

19.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1915 Newark Granville Rd
Granville, OH 43023-9166

19.4 miles away

EDWARD JONES

1121 RIVER ROAD
GRANVILLE, OH 43023

20.6 miles away

Firms

LPL FINANCIAL LLC

THE RETIREMENT SPECIALIST OF CENTRAL OHIO

AMERIPRISE FINANCIAL SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

HORACE MANN INVESTORS, INC.

OSAIC WEALTH, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FIFTH THIRD SECURITIES, INC.

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Douglas Vincent Stutz

Avery Lee Stutz

Ashley Michele Hamann

Michael Eric Chiacchira

Thane Jordan Blosser

CHRISTOPHER LEE CLEWELL

RONALD DEWAINE DAVIS

Tyler Neil Dunlap

THOMAS COLBY CANTRELL

James David Noxon

JOHN DAVID MORRIS

SHAD LOUIS TYSON

MAGGIE LEIGH CRUM

Allison Jean Dawson

ANTHONY J SPRING

ADAM DOUGLAS CONWAY

Stacy Lynn Schindler

ROBERT CLEMENT DICE

BRIAN EDWARD VANWINKLE

ERIN MELISSA CURTIS

GREGORY ALLEN LARGE

Matthew John Sangalli

ERIC JOSEPH KOLLER

JARED MICHAEL HOFFMAN

Edward S Painvin

Nicholas K Hull

Sean Michael Gibbons

CIERRA ROSE HERSHEY

RICHARD JOHN MOLLER

AARON VINCENT MAY

Amanda M Johnson

Joseph Allen Johnson

Within 25 miles of Mount Perry, OH, Best Investors lists 36 registered investment advisory firms with 86 offices nearby, managing about $6.69T in combined regulatory AUM across 937,815 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 Perry

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM