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Best financial advisors in New Bremen, OH

Registered advisers within 25 miles of New Bremen, OH.

Offices
97
Firms
35
Combined AUM
$4.88T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,057,703 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
LATITUDE ADVISORS, LLC
CREATIVE FINANCIAL DESIGNS, INC.
GRADIENT ADVISORS, LLC

Investors

AARON JAMES ROHRBAUGH
Ross Allen Brown
Tanya J Temple
Amy Rose Fullenkamp
JUSTIN LEE EIGENBROD
JUSTIN ROBERT WISSMAN
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER
LISA KATTERHENRY HOWE
Jacob Bruns
Amy Huber
Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
KEITH ALLEN FLEDDERJOHANN
Trisha Marie Barnes
Katie Elson
JEFFREY ALAN DIERINGER
KEVIN PAUL GLASS
Jenson Merricle
JOSEPH SPECK
JORDAN ANDREW BRACKMAN
ADAM JOSEPH MEYER
DEAN ROBERT MOELLER
Travis Michael Elsass
Sandra Jean Boesche
KEVIN JOSEPH MEIRING
CRAIG ALAN DREES
MARK ANDREW NAGY
ALAN ELMER WOLTERS
Janell Marie Kuck
AMANDA M HOMAN

Within 25 miles of New Bremen, OH, Best Investors lists 35 registered investment advisory firms with 97 offices nearby, managing about $4.88T in combined regulatory AUM across 1,057,703 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 Bremen

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM