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Best financial advisors in Mount Vernon, OH

Registered advisers within 25 miles of Mount Vernon, OH.

Offices
85
Firms
36
Combined AUM
$4.56T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,033,755 clients when Item 5C has a number
Avg / client
$4.41M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
LINCOLN DOUGLAS INVESTMENTS, LLC
MOUNT VERNON FINANCIAL
EDWARD JONES
SIGNATURE EQUITY PARTNERS, LLC
AE WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORECAP ADVISORS
CETERA INVESTMENT ADVISERS LLC

Investors

JOSHUA KANE LAMBERT
Jason Wayne Spray
KEVIN LEE SPEARMAN
Olivia M Groves
Kenton Mickley
LANCE JAMES SPEARMAN
TERRY LEE HILL
STEPHEN CHRISTOPHER DENNIS
BRANDON LEE BULLOCK
Nathaniel Emerson Fowler
KENNETH EARL DENNIS
NICK BURSON
ZACHARY STEPHEN DENNIS
BRIAN EUGENE MOHNEY
Tenesha Marie Hartgrove
Zachary J Falbo
Alexander Vaughan Bullock
Lewis Cropper
JOSHUA C STROUSE
Charles A Powell
J. Burke Howard
Gregory Bryce Coffing
Cade Leach
MEGAN GENTILLE
Nicki Pifer
Sara Anne Mankins
Jacob Christopher Bresnahan
DAVID JOSEPH KUHN
TIMOTHY SHAWN WORKMAN
Allen Jacobson
Brian Don Van Winkle
Ryan Louis Fischer
ADRIAN J KARAS
JACOB R SANSOM
DERRICK EDWARDS
Jeffrey C Jones
Anish Rajgolikar
James Lucas Gundling
JULIAN JOSEPH GUILFOYLE
LAUREN C COOPER
DAVID DICKSON TAYLOR
JAMES LEE HOGAN
Marcus Aaron Arnold
Jesse Stacy
REBECCA R. STEWART
Todd William Buck
Adam Beveridge
AUSTIN J BOYD
Preston Boyd
Rex Linkenbach
KYLE Edwin BEVERIDGE

Within 25 miles of Mount Vernon, OH, Best Investors lists 36 registered investment advisory firms with 85 offices nearby, managing about $4.56T in combined regulatory AUM across 1,033,755 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 Vernon

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM