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Best financial advisors in N Lewisburg, OH

Registered advisers within 25 miles of N Lewisburg, OH.

Offices
126
Firms
52
Combined AUM
$4.76T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,027,727 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSVIEW WEALTH MANAGEMENT, LLC
BELSER PINNACLE FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MONEY CONCEPTS CAPITAL CORP
TCP ASSET MANAGEMENT, LLC
TAVCO FINANCIAL ADVISORY, INC

Investors

JULIE M TRUDO
JONATHAN DAVID HOSKINS
PHILLIP MATTHEW EDWARDS
Jerome Houston Armstrong
Zachary Devin Louis Fiely
KRISTEN L GAUDIOSE
RONALD JOSEPH BURNS
Jason Paul Hunt
Drake Maverick Hunt
ROBERT WENDELL PALENSHUS
Colton Thomas Lowry
ERIN LEA PATTON
Gina Marie Hughes
ERIC JAMES HAUBERT
JOHN T. BELSER
Darin Dee Olson
Robert A Powell
Nathaniel Eugene Dodds
JESSICA MARIE SIMMONS
Natalie Danielle Knerr
JESSICA H MCNAMEE
Joshua Bell
Braden D Boomsma
THOMAS JAMES TAVENNER
Jacob Shelburn Mudd

Within 25 miles of N Lewisburg, OH, Best Investors lists 52 registered investment advisory firms with 126 offices nearby, managing about $4.76T in combined regulatory AUM across 1,027,727 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 N Lewisburg

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