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Best financial advisors in New Paris, OH

Registered advisers within 25 miles of New Paris, OH.

Offices
41
Firms
16
Combined AUM
$3.22T
Firm-wide filings, not assets booked only here
Clients
841K
840,594 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

VISTA INVESTMENT PARTNERS
EDWARD JONES
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
SPECTRUM ADVISORS FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.
ONEAMERICA SECURITIES, INC.

Investors

William R Harmon
Stasia Ashmala Veramallay
BRETT DOUGLAS GUILEY
Sarah Elizabeth Peacock
Matthew Alan Golliher
PETER KUHNS BARTEL
Susan Diane Mullin
William P Mullin
Tracy Allen Saunders
Kristin Lauri Mullins
Daniel Jo Davis
Robert F. Gilman
ROBERT FREDERICK WALES
TRAVIS JAY KOHN
Joseph Randall Wesley
Donald Edgar Bates
DONALD HUGH HOUSE
BRIAN EDWARD LONGBONS
Camden R Rhoades
Todd Michael Darr
DAVID LEE BIGGS
GAVIN CHRISTOPHER DUES
ISAAC CHRISTOPHER SHEPHERD
Sydney Dulle
Mark Edward Howard
Thomas Scott Bevington
GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
David Edward Connelly
Christian Michael Stueve

Within 25 miles of New Paris, OH, Best Investors lists 16 registered investment advisory firms with 41 offices nearby, managing about $3.22T in combined regulatory AUM across 840,594 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 Paris

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM