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Best financial advisors in New Middletwn, OH

Registered advisers within 25 miles of New Middletwn, OH.

Offices
242
Firms
91
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,058,310 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
HDA WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
IRON GATE WEALTH ADVISORS, LLC
MOORS & CABOT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
TOTAL FINANCIAL MANAGEMENT, LLC
TUCKER ASSET MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC

Investors

Cameron Hiltz
MARK THOMAS KOLLAR
JOHN W BEATO
ADDISON G. FLUENT
JOSHUA DAVID PETRUSKO
Ryan David Tunison
JEFFREY DAVID DAVIES
MARK VICTOR CARLOZZI
Anthony Edward Ricciardi
Ryan Kent Miller
Richard Patrick Sacui
William T Klim
Stevan Raseta
Derik William Ronci
Zel Edward Bush
Adam Richard Bernard
Parker Steele Sherry
Jason Joseph Tarr
ROBERT ANTHONY NOTARY
BRADLEY ARTHUR HANDEL
Mark F Handel
Hannah Susan Ritchie
Joseph James DePascale
Jackie Dierickx
FRANK C FILISKY
GEORGE ROBERT HURTUK
Emily Ciavarella
Dominic Andrew Russo
GARRETT LOGAN FRANK
JOHN BENJAMIN FAHEY
ERIN KRUIS SARDICH
Brittany M. Russell
HOWARD WILLIAM VARI
Bryan James Mersol
JOSEPH MARTIN MERSOL

Within 25 miles of New Middletwn, OH, Best Investors lists 91 registered investment advisory firms with 242 offices nearby, managing about $10.8T in combined regulatory AUM across 2,058,310 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 Middletwn

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM