Best financial advisors in New Holland, OH

Registered advisers within 25 miles of New Holland, OH.

Offices

56

Firms

19

Combined AUM

$4.12T

Firm-wide filings, not assets booked only here

Clients

940K

939,801 clients when Item 5C has a number

Avg / client

$4.39M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

407 S Elm St
Washington Court House, OH 43160

CREATIVE FINANCIAL SOLUTIONS, LLC

310 E. COURT STREET
WASHINGTON C. H., OH 43160

CREATIVE FINANCIAL SOLUTIONS, LLC

310 E. COURT ST.
WASHINGTON COURT HOUSE, OH 43160

EDWARD JONES

247 E COURT ST
WASHINGTON CT HS, OH 43160

LPL ENTERPRISE, LLC

138 S. FAYETTE ST
WASHINGTON COURTHOUS, OH 43160

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

150 W COURT ST
WASHINGTON CH, OH 43160

STATE FARM INVESTMENT MANAGEMENT CORP.

1165 Clinton Avenue
Washington C H, OH 43160

10.6 miles away

J.P. MORGAN SECURITIES LLC

47 NORTH LONDON
MT. STERLING, OH 43143

10.8 miles away

EDWARD JONES

214 WEST MAIN STREET
CIRCLEVILLE, OH 43113

16.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

133 W. MOUND ST.
CIRCLEVILLE, OH 43113

16.8 miles away

J.P. MORGAN SECURITIES LLC

100 EAST MAIN STREET
CIRCLEVILLE, OH 43113

EDWARD JONES

116 EAST MAIN STREET
CIRCLEVILLE, OH 43113-1726

FIFTH THIRD SECURITIES, INC.

159 EAST MAIN STREET
CIRCLEVILLE, OH 43113

EDWARD JONES

610 NORTHRIDGE RD SUITE C
CIRCLEVILLE, OH 43113

18.1 miles away

LPL FINANCIAL LLC

2151 WESTERN AVENUE
CHILLICOTHE, OH 45601

19.4 miles away

EDWARD JONES

20 EXECUTIVE CENTER DRIVE SUITE B
CHILLICOTHE, OH 45601

19.4 miles away

EDWARD JONES

3400 STATE ROUTE 752 SUITE C
ASHVILLE, OH 43103

19.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1575 B N. Bridge Street
Chillicothe, OH 45601

20.3 miles away

LPL FINANCIAL LLC

265 N. WOODBRIDGE AVENUE SUITE A
CHILLICOTHE, OH 45601

20.9 miles away

EDWARD JONES

273 DELANO AVENUE
CHILLICOTHE, OH 45601

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

CREATIVE FINANCIAL SOLUTIONS, LLC

LPL ENTERPRISE, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

Investors

ANDREW JOHN LEWIS

MARK RICHARD CASTO

JEREMY TY KELLEY

Justin Taylor Dawson

STANLEY BRUCE WEILAND

ROBERT SCOTT HERRON

SHANE KENNETH MCMAHON

CALEB JAMES NICKELL

DAVID HENRY WEBB

Dave A Christensen

James Patrick Hooks

Daniel McIlwain Malone

SCOTT MICHAEL BRADEN

SETH VAUGHN HARGROVE

Jeffrey Ryan Williams

Charles Harry Pockras

ADAM CHRISTOPHER HALM

Matthew Paul Edler

Jonathan T Meenach

MEGAN FOSTER CARROLL

Zachary Adam Holbert

WILLIAM KEEGAN RATHKAMP

Matthew Ross Dresbach

Within 25 miles of New Holland, OH, Best Investors lists 19 registered investment advisory firms with 56 offices nearby, managing about $4.12T in combined regulatory AUM across 939,801 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 Holland

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 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