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Best financial advisors in Mount Sterling, OH

Registered advisers within 25 miles of Mount Sterling, OH.

Offices
182
Firms
90
Combined AUM
$9.90T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,371,084 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CREATIVE FINANCIAL SOLUTIONS, LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SFG WEALTH MANAGEMENT LLC
COLBURN WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Teri L Landrum
ANDREW JOHN LEWIS
CALLIE J. JACOBS
James P. Klausman
Laura R Sale
MARK RICHARD CASTO
JEREMY TY KELLEY
Andrew Day
Justin Taylor Dawson
STANLEY BRUCE WEILAND
Brendan Patrick Shea
ROBERT SCOTT HERRON
Zane Allen Foucht
SHANE KENNETH MCMAHON
Christopher Teevan Gourley
Robert Gabel
PAUL DANA CHAPMAN
DANNY RAY COLBURN
Edward Daniels
RYAN A MINK
DANIELLE CHRISTINE HOLMES
GLEN EDWARD HOLMES
DAVID DEAN NEFF
Ryan C York
REBECCA R. STEWART
MICHAEL RICHARD SIMA
Todd William Buck
Jesse Stacy

Within 25 miles of Mount Sterling, OH, Best Investors lists 90 registered investment advisory firms with 182 offices nearby, managing about $9.90T in combined regulatory AUM across 2,371,084 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 Sterling

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM