Best financial advisors in New Haven, OH

Registered advisers within 25 miles of New Haven, OH.

Offices

85

Firms

36

Combined AUM

$6.14T

Firm-wide filings, not assets booked only here

Clients

934K

933,510 clients when Item 5C has a number

Avg / client

$6.57M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

2036 WEST FOURTH ST., STE 100
MANSFIELD, OH 44906

18.9 miles away

LPL ENTERPRISE, LLC

603 RICHLAND MALL A1
MANSFIELD, OH 44906

AMERIPRISE FINANCIAL SERVICES, LLC

1110 CASTALIA STREET SUITE D
BELLEVUE, OH 44811

19.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2021 PARK AVE. W Ste. 100
Ontario, OH 44906

19.7 miles away

EDWARD JONES

1355 WEST MAIN STREET SUITE C
BELLEVUE, OH 44811

J.P. MORGAN SECURITIES LLC

1331 PARK AVENUE WEST
MANSFIELD, OH 44906

20.1 miles away

LEXAURUM ADVISORS

879 Park Ave. W, Suite 110
Mansfield, OH 44906

20.4 miles away

CETERA INVESTMENT ADVISERS LLC

108 NORTH MAIN STREET REAR BUILDING
MANSFIELD, OH 44902

20.9 miles away

LPL ENTERPRISE, LLC

ONE MARION AVENUE SUITE 203
MANSFIELD, OH 44903

20.9 miles away

EAGLE STRATEGIES LLC

1 MARION AVENUE SUITE 301
MANSFIELD, OH 44903

20.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

44 STURGES AVE
MANSFIELD, OH 44902

PINNACLE ADVISORS

6 WEST 3RD ST. STE 100
MANSFIELD, OH 44902

EDWARD JONES

790 PORTLAND WAY NORTH
GALION, OH 44833-1120

STATE FARM INVESTMENT MANAGEMENT CORP.

929 Ashland Rd
Mansfield, OH 44905

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

70 Park Ave W
Mansfield, OH 44902

JANNEY MONTGOMERY SCOTT LLC

40 Park Avenue West
Mansfield, OH 44902-1603

J.P. MORGAN SECURITIES LLC

800 ASHLAND ROAD
MANSFIELD, OH 44905

AMERIPRISE FINANCIAL SERVICES, LLC

13 Park Ave W Ste 601
Mansfield, OH 44902

21.1 miles away

EDWARD JONES

13 Park Avenue West Suite 104
Mansfield, OH 44902

21.1 miles away

CETERA INVESTMENT ADVISERS LLC

2 SOUTH MAIN STREET
MANSFIELD, OH 44902

21.1 miles away

Firms

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

LEXAURUM ADVISORS

CETERA INVESTMENT ADVISERS LLC

EAGLE STRATEGIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

PINNACLE ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

JANNEY MONTGOMERY SCOTT LLC

Investors

JOHN PATRICK STEWART

MICHAEL ALAN CAUDILL

JAMES WILEY BINGHAM

JAMES CLYDE DAVIS

KEVIN ROGER YOUNG

KAY MICHELLE GATES

BRIAN REID GATES

Jeffrey M Thomas

Wesley G. Miller

Shannon J Bauer

Stephen Richard Armstrong

CHARLES PATRICK HAHN

JOEL FRANKLIN STAICH

KEITH LLOYD CAWRSE

WILLIAM JOSEPH CUNNINGHAM

WILLIAM DAVID HEICHEL

CHRISTOPHER W MEEK

VERDAYNE LEE WENDLING

ROBERT WILLIAM DANULOFF

CHRISTINE MARIE LARSON-POSTEL

Richard Frank Kammer

Gregory M Spickard

KEITH ALLEN HEICHEL

DAVID WILLIAM HEICHEL

JENNIFER SUZANNE HENDERSON

ALEX JOSEPH KULKA

Scott Martin Brihn

Allen James Sykes

Lydia Marie Herrnstein

Lauren Elizabeth Warren

CHAD ALLAN KINGERY

MICHAEL B COHEN

THOMAS HENRY WILSON

Richard Thomas Steury

ANDREW THOMAS ELGIN

STACY RAE WOLFORD

JOSHUA MICHAEL WHITE

SCOTT JASON HOROWITZ

RYAN EDWARD KANZ

MICHAEL STUART ROBERTS

Michael Paul Fender

AMIE JEAN Mutti

DAKOTA PIUS DURBIN

Within 25 miles of New Haven, OH, Best Investors lists 36 registered investment advisory firms with 85 offices nearby, managing about $6.14T in combined regulatory AUM across 933,510 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 Haven

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM