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Best financial advisors in Mount Victory, OH

Registered advisers within 25 miles of Mount Victory, OH.

Offices
65
Firms
29
Combined AUM
$4.63T
Firm-wide filings, not assets booked only here
Clients
986K
985,711 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
KINTRA WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MARK ROBERT FINNEY
RYAN EDWIN MICKELSON
MEGAN MCCARTHY COLLINS
Jonathan Wade Lawrence
WESLEY WAYNE BEAN
JAMES B COX
Tyler Metzger
Quinn Mickelson
TONY EDWARD DALTON
KRISTEN L GAUDIOSE
Lindsey Marie Williams
Heather Margaret Skaggs
Christopher John Daris
TODD ALLEN LEIGHTEY
JOSHUA Tyler REYNOLDS
CHAD STEVEN BAKER
MARTIN A STANSBERY
Emily Renee Wurm
KURTIS PAUL MILLER
BRENT ALAN BARCHENT
ZACHARY DANIEL LUCAS
JAMES ROBERT VANDRE
JULIA MAE OWENS
Deborah Melinda Vincent
Cory Leigh Hixson
Kyle David Goins
David Allen Goins
Tristan Sue Joy
Erin Marie Brown-Eizensmits
Laura Duncil

Within 25 miles of Mount Victory, OH, Best Investors lists 29 registered investment advisory firms with 65 offices nearby, managing about $4.63T in combined regulatory AUM across 985,711 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 Victory

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM