Best Investors Account Sign in

Best financial advisors in Napoleon, OH

Registered advisers within 25 miles of Napoleon, OH.

Offices
85
Firms
36
Combined AUM
$4.84T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,040,066 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
TREK FINANCIAL
WESBANCO SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DEMLAND WEALTH LLC
LPL ENTERPRISE, LLC
BLUE JAY FINANCIAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
FIFTH THIRD SECURITIES, INC.

Investors

Andrew Steven Bentley
KENNETH E. BOROFF
Jeremy Louis Otte
BARBARA GORMAN MALHOIT
CORINA KEMPE
BRIAN D TUSSING
Logan Wolfrum
JACOB ALLEN YODER
STEVEN DON WALKER
Heather Renee Allman
TRENT KURTIS DIAMOND
MAUREEN GRACE KILLION
NOAH STEVEN BUTTERMORE
JASON TAYLOR DEMLAND
DAVID JASON KRYDER
STEPHEN M KRYDER
Michael Evan Willitzer
JASON RICHARD BERNAL
CALEB RICHARD FRANKART
Matthew Carl Schmenk
KARA JO PRICE
Nicholas Grant Buckland
ROBERTO DELEON
ROBERT JAMES HANSON
SUELLEN KAY WEIDENHAMER
JEFFREY LEE LAMBERT
Richard William Shehorn
Shelbie J Conrad
Cassie Taryn Siler
Scott Peluso

Within 25 miles of Napoleon, OH, Best Investors lists 36 registered investment advisory firms with 85 offices nearby, managing about $4.84T in combined regulatory AUM across 1,040,066 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 Napoleon

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM