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Best financial advisors in New Franklin, OH

Registered advisers within 25 miles of New Franklin, OH.

Offices
181
Firms
72
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,684,599 clients when Item 5C has a number
Avg / client
$6.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EXODUS WEALTH, LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
GEORGE FINANCIAL SERVICES
BELDEN FINANCIAL, LLC
TCFG INVESTMENT ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
STRONG INVESTMENT MANAGEMENT, LLC

Investors

SUSAN BERNICE COY-KAMPH
SUSAN ELAINE MEISSNER
Diane Walker Evans
JONATHAN DEAN SCHLEUDER
Amy M Hunter
GARY LEE NIST
DANIEL ALLEN DAGUE
RICHARD PAUL PLACK
ZACHARY ALDEN BRINKLEY
Christopher Yappel
Sarah Boros
Katerina Athena Siamidis
DAVID JAY COLWELL
DAVID B CRISS
DAVID THOMAS FARRAGHER
Jonathan Vazquez
Douglas Earl Esenwine
TRAVIS ALAN LICHTENFELD
Donald Jordan Mack
Daniel Duric
John Chandler Haskins
SOL H CHALHOUB
JOHN GROSS
RYAN N RICART
Philip Warner
Nicholas Balante
Ricky Chisholm
Jordan L Evans
KENNETH JAMES CHODZIN
MATTHEW JAMES MAPLEY
DAWN KIMBERLY MULLENAX
JENNIFER JO VANADIA
BRIAN R SHREVE
JARVIS HALL
AUSTIN LACEY ALAMANDER HOLBROOK
RYAN PAUL PROKOPIUS
GARY MARTIN SCHINDLER
EDWARD FRANCIS PERO
JONATHAN ROSS MESOK
MATTHEW E KALLIO
NATHAN ANDREW KAUFMAN
SETH NIZAR TAHA
JO ANN DESMARTEAU-TRUSNIK
STEVEN M KOCHOVSKI
MICHELLE LEE HANSEN
STEVEN DAVID VALE
Carl R Garrison
Debra J. Danks
GEORGE BURNS
Lynette Irene Wilson
John Carl Messina
Rachel S Hancock
Michael Joseph Messina
Nicholas James Messina
Steven Phillip Thomas
Michael George
KALEEL THOMAS GEORGE
DANIEL CHRISTOPHER BELDEN
ROBERT LEE MILAN
Carrie Jean Robson
CLINTON DAVID HELMUTH MILLER
ELIZABETH KATE HAND
Steven Patrick Carlson
GLEN VAN RENSSELAER STRONG
JOLIE ELIZABETH HOWELL

Within 25 miles of New Franklin, OH, Best Investors lists 72 registered investment advisory firms with 181 offices nearby, managing about $10.9T in combined regulatory AUM across 1,684,599 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 Franklin

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM