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Best financial advisors in New Carlisle, OH

Registered advisers within 25 miles of New Carlisle, OH.

Offices
335
Firms
114
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,761,465 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST HEARTLAND CONSULTANTS, INC.
COMMONWEALTH FINANCIAL NETWORK
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PFS INVESTMENTS INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
STRATOS WEALTH PARTNERS, LTD

Investors

Benjamin Kilfoyle
DOUGLAS LINSAY KILFOYLE
David James Litteral
DANIEL LEE GILBERT
Margaret McKee Kenny
JAMES GREGORY MCKEE
Cameron Johnson
Casey William Shaw
Robert Brown
MATTHEW CHARLES BUEHRER
Kayla Marie Buehrer
Kyle Matthew Buehrer
ZACHARY WAYNE JACOBS
JORDAN THOMAS WHITTRIDGE
RONALD D REDD
Darrien J Kynard
Phillip K Kozen
Niasha Onia Hasina Piper
Arthur Coates
CARRIE L MILLER
KENNETH M SPICER
NICHOLAS NOLEN BRADLEY
James L Jeffries
MATTHEW SHAWN PARKS
JOEL MICHAEL GRUBER
SHAWN FRANCIS MCCOMBS
NICHOLAS ANDREW WURST
DAVID WAYNE HALL
SAMUEL JAMES BERNARD
Edward M Custer
Neil Daniel Nehring
WILLIAM JOSEPH OLIVER
Collin Hobert

Within 25 miles of New Carlisle, OH, Best Investors lists 114 registered investment advisory firms with 335 offices nearby, managing about $12.3T in combined regulatory AUM across 1,761,465 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 Carlisle

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM