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Best financial advisors in New Bavaria, OH

Registered advisers within 25 miles of New Bavaria, OH.

Offices
54
Firms
24
Combined AUM
$4.49T
Firm-wide filings, not assets booked only here
Clients
793K
792,642 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

BARBARA GORMAN MALHOIT
CORINA KEMPE
Matthew Carl Schmenk
KARA JO PRICE
Nicholas Grant Buckland
TRENT KURTIS DIAMOND
Heather Renee Allman
ROBERTO DELEON
ROBERT JAMES HANSON
SUELLEN KAY WEIDENHAMER
Michael Evan Willitzer
JASON RICHARD BERNAL
CALEB RICHARD FRANKART
MAUREEN GRACE KILLION
DAVID JASON KRYDER
STEPHEN M KRYDER
STEVEN DON WALKER
JACOB ALLEN YODER
Logan Wolfrum
BRIAN D TUSSING
Jeremy Louis Otte
Bradley Robert Musshel
DAVID CLAIR CRANDALL
MARCIA ANNETTE GOBROGGE
MATTHEW RICHARD CRANDALL
PHILLIP ALAN SUMMERSETT
ERIN NICOLE SCHROEDER
Adam Hershberger
Scott Robert Hershberger
KELSIE ANN SALISBURY
Grant Thomas Hershberger
Circe Sheila Krout
JANICE MARIE VON DER EMBSE
Molly Anne Montgomery
ADAM DWIGHT CUPP
Andrew Schroeder
Gabrielle E Schmiedebusch
NOAH STEVEN BUTTERMORE
JASON TAYLOR DEMLAND

Within 25 miles of New Bavaria, OH, Best Investors lists 24 registered investment advisory firms with 54 offices nearby, managing about $4.49T in combined regulatory AUM across 792,642 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 Bavaria

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 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM