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Best financial advisors in New Phila, OH

Registered advisers within 25 miles of New Phila, OH.

Offices
38
Firms
19
Combined AUM
$4.44T
Firm-wide filings, not assets booked only here
Clients
992K
991,649 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
REA WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.

Investors

Dennis Matthew Lint
Juliet R. Halter
BRIAN PATRICK PROCTOR
Lukas Alexander Burch
BENJAMIN KENNETH MINARD
DOUGLAS GRAY BAMBECK
MATTHEW WILLIAM ANDREAS
ANTHONY R YODER
Max William Feller
PATRICK JAMES MOELLER
Paul Robert Gorgas
NATALIE MAE WATSON
Carson Gessner
JYL SCHAER
Paul Mitchell Kendall
Kyle C Kendall
Kiley Kristine Kendall
MATTHEW SEAN FERRIS
Jayden Daniel Carpenter
Drew Steven Gooding
ELIZABETH ROSE TYGER
Samuel Andrew Gebhardt
KENT RODNEY BEAL
PHILLIP AUSTIN GEBHARDT
Lesley A Gambone
Jill Henderson
Zachary O. Bishop
MARK ANTHONY MOLK
Steven L Worsham
Christopher Robert Greenland
RANDAL RAY LONGACHER
LARRY LEE CAVALENA
Elaine Marie Parrot
JEFFREY LEE WHITE
Lucas Charles Fox
VICTORIA Miriam Burke

Within 25 miles of New Phila, OH, Best Investors lists 19 registered investment advisory firms with 38 offices nearby, managing about $4.44T in combined regulatory AUM across 991,649 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 Phila

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM