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Best financial advisors in New Alexandria, OH

Registered advisers within 25 miles of New Alexandria, OH.

Offices
81
Firms
38
Combined AUM
$5.62T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,024,021 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SECURITY CAPITAL MANAGEMENT
FORT HENRY CAPITAL, LLC
TRUIST ADVISORY SERVICES, INC.
ADVISORY SERVICES NETWORK
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
MCKINLEY CARTER WEALTH SERVICES, INC.
EDWARD JONES
ANTHONY INVESTMENT MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
WESBANCO SECURITIES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
APPALACHIAN CAPITAL MANAGEMENT

Investors

SCOTT ANDREW CASTILOW
VINCENT ROBERT GALLAGHER
JOSHUA EARL BRAUNLICH
MICHAEL THOMPSON BARICKMAN
TIMOTHY MORGAN BIDWELL
TARINA SUE NEELY
JASON LEE MARSH
GREGORY FRANCIS MARQUART
WILLIAM LIAS PARAS
WALKER P. HOLLOWAY
SHANE VINCENT PAMPHILIS
THOMAS JAMES MORRISON
MARILYNN SUE ECHOLS
HAROLD BRUCE BURECH
RUSSELL WAYNE DUNKIN
JEREMY JUSTIN LOWE
Harley Lemoyne Schultz
SCOTT MATTHEW MOLINA
RONALD ANDREW MCKENZIE
CHRISTOPHER ALAN BASINGER
ZACHARY MICHAEL RIEDEL
TYLER RIEDEL
MICHAEL JAMES RIEDEL
ROBERT LEE FELTON
JARED L SLOAN
LEVI MARTIN MCKENZIE
FRED ARTHUR SCHEEREN
Matthew G Quintal
JASON CHARLES HASWELL
JOHN CALVIN CREAMER
PHILIP JOSEPH SCENNA
RENEE FINNEY
FRANK RAY NEIDERHISER
ARTHUR LAWRENCE CRIMMINS
Matthew Thomas Epling
BRIAN TYRONE GONGAWARE
WILLIAM WALDEN CARTER
SUZETTE MARLENE SMITH
JOHN TOMPKINS SLICER
Chelsea Lynn Clegg
TYRONE CONWAY PHILLIPPI
DAVID HOLMAN MCKINLEY
CHRISTOPHER JAY BUCK
TERESA E MICHAELS
JOHN HOWARD WILLIAMS
James Michael O'Brien
DAVID PAYNE NOLAN
JOSHUA MARK JOHNSON
SANDRA MARIE STEEDLE
Mael Glennon
Daniel Robert Young
THOMAS SHAWN ANTHONY
Zachary Thomas Smith
Jay Raymond Hunt
GARY WILLIAM GLESSNER
ERIC EDWARD SNODGRASS
PAUL DOUGLAS CURNES
Abbie Sophia Talbert
Dylan Gongola
Vicki Ann Korinko
HOWARD JOSEPH BERTRAM
DANIEL MATTHEW PADDEN
Jason Ogden
TIMOTHY PAUL OGRADY
JOHN WILLIAM PARKINSON
Miranda R Parkinson
GABRIEL HALL

Within 25 miles of New Alexandria, OH, Best Investors lists 38 registered investment advisory firms with 81 offices nearby, managing about $5.62T in combined regulatory AUM across 1,024,021 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 New Alexandria

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM