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Best financial advisors in New Richmond, OH

Registered advisers within 25 miles of New Richmond, OH.

Offices
635
Firms
264
Combined AUM
$16.1T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,110,931 clients when Item 5C has a number
Avg / client
$5.16M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
FOSTER & MOTLEY INC
MORGAN STANLEY
MAI CAPITAL MANAGEMENT, LLC
SUMMIT FINANCIAL, LLC
JOHNSON INVESTMENT COUNSEL, INC.
FINANCIAL FREEDOM
VIKING PARTNERS ADVISORS
HORAN WEALTH, LLC
EMPEIRIA CAPITAL MANAGEMENT, LLC
GEARHART & ASSOCIATES
BRILLIANT ADVICE, LLC
JULIUS ARTHUR SEIBERT & COMPANY, LLC
J.P. MORGAN SECURITIES LLC
UBS FINANCIAL SERVICES INC.
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.

Investors

AUBREY HERMAN
JONATHAN ROBERT LITMER
ZACHARY TYLER HORN
Zachary Thomas Binzer
Emily Katherine Diaz
Zachary Christopher Losey
Nathan Jerome Lorenz
Kevin Michael Schmitt
ELIZABETH MARCHAL GREEN
WILLIAM MARK MOTLEY
THOMAS J. GUIDI
ANTHONY ROBERT LUCKHARDT
AMY LYNN THOMAS
DAVID J NIENABER
Irene Ay-Luen Tsai
RACHEL ANN RASMUSSEN
Nicholas Edmund Roth
Jeffrey Ryan English
Megan Lyons
Sarah Katherine Browne
Andrew Michael Montanus
Allison Elizabeth Koenig
Nathaniel Patrick Green
Chia-Hui Ou Yang
Amina Addington
DAVID ALAN FOSTER
LUCAS PARKER HAIL
LINDSEY RENEE KEITH
NICOLE EILEEN ROLAND
BRADLEY MICHAEL SOPER
JOSEPH ANTHONY PATTERSON
SCOTT FRANK MERCALDE
CHRISTOPHER JOSEPH GREEN
MATTHEW VINCENT HARRIS
STEPHEN M ASHWORTH
JASON ELLIOT REDPATH
DAVID PATRICK KOPSER
REBECCA DIANE DORTON
BRINER C ELLIS
ROSEMARY JOYCE FOLEY
MELONIE MAUDE KAISER
CHERYL ANN HENDERSON
MATTHEW RONALD SMITH
LAUREN REGINA BEST
KYLE ERIC MERK
ROBERT M EDWARDS
JOHN P RANDALL
MOLLY ELIZABETH KOESTER
ALISON NICOLE CANTOR
HANNAH GRACE MEIHAUS
Lauren Marie Larson-Long
Brad Christopher Vitucci
Alexa Teresita Casey
Seth Russell Willoughby
JANE E SHAFFER
Mitchell C Deskins
Adam Paul Atkinson
SAMANTHA Jane FLOOD
Brooke Faxon
TIMOTHY J KEARNS
Henry G Eriksen
KELLY JOSEPH KELP
THOMAS SCOTT CARNS
JOHN PAUL ZUBA
KIMBERLY Willis PECK
STEPHEN EDWARD DAUER
DAVID PATRICK LANGE
EDWARD L APFEL
MICHAEL HURLEY CURE
ANGELA LOUISE GERACI-LAWSON
CAMDEN DWIGHT MCCLUNG
TRICIA A MERCALDE
JULIE LYNN SEAVEY
Brian M Kilby
JENEE LYNETTE ALLEN
MICHAEL JUDE SCOVIC
DEBORAH LYNN SUTTON
Christopher W Goad
KATHERINE SHERIDAN LAUER
ELIZABETH TAYLOR MOORE
ALBERT G CHAVEZ
THANH PHAM
STACEY LYNN KING
JEFFREY D STANLEY
PHILLIP RAY BRANN
JOHN ANTHONY MAZZA
Erin Marie Purcell
BRIAN THAYER BASCOM
Amanda Leigh Gwin
Christopher S Rueve
Chaely Williams
Tylor Matheson
LAUREN V SCHAFER
KAGEN BUTLER
Andrew Seta
Cassidy B Carr
Margaret A Brenner
Jessica Kay Marohn
Grace D Kappers
Alec C Manser
Jacob Lindsey
MICHELLE Lynn WARD
Griffin Joseph Kelp
EMMA Kristine MCCLURE
Bradley T Hohlbein
Christopher Charles Moll
GREGORY BENNETT WELLS
ANDREW WILLIAM SWALLENDER
BRIAN KEITH ALBACH
ADAM JOSEPH SCHOSTER
JOHN BARRIS GOULD
KRISTI LYNN MCCLURE
JESSICA ANNE MALCHO
GEORGE ANDREW HADDAD
CRYSTAL LYNN BREWER
JOEL NICHOLAS HANDORF
TIM ERIC DIPPOLD
YOUNGJIN JUNG
Christine Mae Jacobs-Schaadt
KASSIE MARIE POTTER
CHELSEA J NICHOLS
MARK MILLARD MANN
JACK KENNETH SKIDMORE
AMY ROSE BURGRAFF
BENJAMIN LOCKWOOD ZARING
MICHAEL LOGAN DANIELS
WILLIAM LEWIS WASHBURN
NANCY ANN CICOLINO
STEPHEN THOMAS BASCOM
JOHN LUDWIG BURGER
Tracy R Patrick
Rami R Elkhatib
Ryan J O'Rourke
Rachel D Shal
Mary Caroline Brandenburg
IAN NOBLE WILT
PAMELA JEAN BROSZ
TED MICHAEL LUCIEN
LYNN PRICHARD GOEDDE
JERRI KAY WENTZ
JENNIFER LEE BRYAN
Richard Michael Vories
DONNA STURGEON STERWERF
ALAN RICHARD HENNING
BRADLEY ANDREW MEEKS
Carey Merrill Markoe
Joshua Adam Handel
SALLY HUMPHREY DEMPSEY
NEIL JOSEPH JOHN HANTAK
BRIAN PATRICK BOLAN
WILLIAM CARL BRUNS
EDWARD REID KURESMAN
MICHAEL C BRENNAN
ANDREW B BRUNS
JACOB MICHAEL GEGLEIN
Brandon Gregory Rozanski
ESTELLE JEAN ZEKOFF
Steven Andrew Meegan
Jacob Oney
THOMAS JOSEPH LALLEY
MICHAEL ROBERT REED
JOSEPH CLIFFORD HACK
JAMES JONATHAN HAYES
DAVID MICHAEL NIEHAUS
WILLIAM ROBERT BRUNS
NOAH ADAM KOTERBA
KATHERINE NANCY OWENS
CARL ANDREW ADKINS
CHARLES F FELLOWS
JAY C WEISLOGEL
ROBERT STEPHEN CASTELLINI
Lia Valle Reece
Nathan Daniel Nichols
John T Lemmel
EMMA KATHLEEN KELLERMAN
MICHAEL PATRICK PREBLES
TIMOTHY CHARLES GEHNER
DAVID A CHRISTIAN
ERIC JONATHAN BACHUS
ANDREA LYNN ERNST
LAURA REED MATTERN
ANDREW JOSEPH FEDERICO
ALLEN AGLE OSGOOD
CHRISTINE ANN STINE
Michael Louis Hermes
Muhammad Fateh Akbar Tiwana
Ryan Joseph Janka
Andrew Thomas Swinney
Richard Owings Bascom
CONNIE SUE GROSSER
MICHAEL DUNLAP NAPIER
BRIAN LOUIS VAN JURA
WILLIAM BENJAMIN HARDIGG
KATHLEEN CHRISTINE LAVERDE
TODD ALAN POELLEIN
Daniel Allen Schneider
Andrea Diane Costa
Todd Hibner
DAVID IAN TEMPLETON
KEITH EDMOND PRINCE
PAUL ANTHONY CARL
THOMAS EDWARD REITZES
TERENCE LEE HORAN
MARK ALLEN BENNETT
DAVID MAURICE LOHRE
Olivia Claire Thomason
KENTON KYLE GEARHART
SAMANTHA FLORIO
CERN WILLIAM BASHER
DANYA MALAK KARRAM
DAVID ROGER ALLEN
Jennifer Sherwood
Vincenzo Tomas Montelisciani
Patrick Dolle
KATLIN CANNON SPRAGUE
Alec M. Hemmelgarn
JAMES THOMAS MACKAY
Allison Puchala
Nicholas Langan
Easton Wolf
Judith B Richards
James Michael Ortman
Douglas Sammons
ALEXANDER ROBERT HEMSATH
Kyle William Trischler
Kirsten Comment
Renee Milyiori
John R Arrowsmith
Yong Bin Cho
Charles James Schenk
Alex DeMann
Thomas Puetz
KAREN ANITA BREED
KIMBERLY ANN MCFARLAND
MARYANN WOLFE
DONALD C KUNKEL
KARI A. DAY
PETER D BROWN
AMY MARIE TURNER
MARK EDWARD LEDONNE
Mary Elizabeth Elizabeth Skope
PATRICK M SLEDZ
STEPHANIE C RUSSELL
KRISTA JENNIFER KEEHN
Catherine Marie Wash
Jordan Christopher Burger
Christine Elaine Jaun
Alexander Kenneth Rinehart
Matthew David Mersman
Austin Oliver Poston
Kevin Michael Shepherd
Joseph Patrick Weaver
Ethan Michael Kelly
PARKER GEORGE PAYNE
Genevieve Monier
Brittney Alexandra Barnes
Dominic Francis Kariofiles
JEANINE MARIE TONEY
KENNETH JOSEPH RINEHART
SCOTT LEGGETT CARTER
PHILIP EDWARD OCHS
SHAWN EARL SIMMONS
MARY RILEY BUQUO
THOMAS JOSEPH FRANK
JACQUELIN M KUNKEL
KEVIN CHARLES HORTON
SCOTT WILLIAM GREEN
STEPHEN JAMES FISH
JON WAYNE SCOTT
GREGORY JAMES TAKAS
GINA MARIE CROWLEY
SCOTT THOMAS CENGIA
KIMBERLY ANN MARTIN
BRYAN RICHARD SHICK
JOHN SARGENT WHEDON
ZACHARY HAMILTON WILEY
KELLY L. LYNN WITTICH
KIMBERLY LYNN FOOTE
JOHN HOPKINS ANNING
VICKIE L SCHAAF
LUKE LEWIS WILEY
GEORGE W KAUFMAN
KENNETH CASEY KAVANAUGH
WILLIAM MICHAEL MCCARTHY
TROY ANDERSON ANDERSON DEBORD
WILLIAM HAMILTON BLACK
JOHN GEORGE DAKOSKE
BURKE ALLAN NEVILLE
MATTHEW ALBERT BARNES
ELIZABETH ELLEN MISHEFF
Bradley Kevin Reis
LEE ELYES GARROW BENMLOUKA
ELIZABETH ANN GALVIN
MARK A CONRAD
DAVID A SCHMITZ
CHRISTOPHER J DENICOLA
Blair Marie Larson Edman
AMANDA FOSTER PAULIK
MARK ARMSTRONG CLIPPINGER
Aaron Goldhoff
NICHOLAS JOHN SHINE
TIMOTHY EDWARD DONOVAN
Taylor Hoffman
Laura Walker
CODY NESBITT
KACIE ANN MCCOOL
NICHOLAS JOHN RUCH
Reed L Carter
Michael James Braun
Christopher Charles Brenning
Chelsea Kavanaugh Lazarus
Cynthia Stahr
SARAH ELIZABETH MONTAGUE
Kendall McGarry Harden
Jessica Anne Hays
Cameron James Collins
Jenny Sue Sukup
Michael A.K. O'Brien
Jack Dowling
Craig James McCarty
BAILY KENNEDY OLDIGES
Chase Slyder
Nicholas Gerard Frank
Eric Henry Jaun
Philip Edward Ochs
Ryan Edwin Coffey
Zachary Donovan Werner
Cameron Junker
Carter Thomas Earls
KEVIN M. SHEPHERD
LISA CAROL MCINTYRE
JEFFREY S PACETTI
ROBERT HENRY ANNING
WILLIAM DAVID JONES
MIKE MARTIN BELL
CRAIG CHRISTOPHER CALLERY
TIMOTHY E DONOVAN SR.
RICHARD CHARLES PAYNE II
DANIEL GORDON QUIBLE
AMY M MCFADDEN
JAMES RONALD ROBINSON
TIMOTHY JAMES DUMONT
MARK ANDREW REDDEN
DEANNA LYN COLLINS
ELIZABETH ANN FITZWATER
JOHN T LAWRENCE
MICHAEL MCCLUSKEY III
Ning Liao
KEVIN JOSEPH RUTHER
Alyson Workman
Bryan Hatfield
Gina Marie Sellet
MICHELLE Renee HEALEY
Samuel Rogan Burchenal
ANDREW STEPHEN DILBONE
RYAN ELLIOT SMALL
CHRISTINA MARIE DUFFY
MATTHEW EDWARD WEEKS
EMILY ALANE STORK
William Joseph DiJohnson
MEGAN LEE WATTS
BRIAN DANIEL TORBECK
PETER DREW KARIOFILES
Alec R Pfriem
Michael Anastasia
Chaitanya Kane
Emily Elizabeth Frank
Ethan Wing
ROBERT DOAN ANNING
THOMAS ADAMS HAMPTON
RICHARD JOSEPH METTMAN
RICHARD ALLEN CORMAN
STEPHEN CURTIS DILBONE
CAROL ANNE ERNST
DENNIS C. KLEIN
LAWRENCE HARRISON ROGERS
TIM DAVID FOSTER
ROBERT EARL WOOD
ANDREW GERARD DEMPSEY
KAREN SUE DECKER
MICHAEL S ROLFES
Yazan Khatib
Neil Keyser
MICHAEL JASON SACHER
JASON EDWARD SIROTAK
JAMES FREDERICK RODD
MATTHEW WILLIAM POTTER
CHRISTOPHER EVANS COLLIER
JEFFREY THOMAS RODD
NICHOLAS ALAN OTTO
Timothy M Vollrath
MICHELLE ANN METZGER
MICHAEL ANDREW METZGER
MICHAEL ANTHONY GEORGE

Within 25 miles of New Richmond, OH, Best Investors lists 264 registered investment advisory firms with 635 offices nearby, managing about $16.1T in combined regulatory AUM across 3,110,931 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 Richmond

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM