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Best financial advisors in New Straitsvl, OH

Registered advisers within 25 miles of New Straitsvl, OH.

Offices
43
Firms
20
Combined AUM
$4.01T
Firm-wide filings, not assets booked only here
Clients
864K
863,801 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
EDWARD JONES
ATHENS IMPACT SOCIALLY RESPONSIBLE INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
LEXAURUM ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
4 STAR ADVISORY SERVICES LLC
LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC

Investors

DARRIN HAROLD CAMPBELL
Matthew Ryan McCleese
Blake Edward Richards
Christopher Andrew Johnson
Parker Lee Webb
CORBY RYAN LEACH
Jacob W. Hill
Parker J Brady
Antal F Vegh
Sandor Vegh
Aaron Scott McAllister
Joshua William Gordon
Dawn Michelle Wilson
Adam Wayne Custer
Jeffrey D Buchwalter
ROMNEY KAY COX
Jacob R Fraylick
DANETTE K CARR
KEVIN MATTHEW GEGORSKI
JEFFERY DALE CHADDOCK
SHERYL K HILL
SCOTT D BENTLEY
MICHAEL JOE CARPENTER
PHILLIP MICHAEL SMELTZER
Thomas Edward Rose
Andrew J McRill
DANIEL SEAN STROH
MARK VAUGHN SNIDER
Todd Childers
Angela Hill
PENNY L WASEM

Within 25 miles of New Straitsvl, OH, Best Investors lists 20 registered investment advisory firms with 43 offices nearby, managing about $4.01T in combined regulatory AUM across 863,801 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 Straitsvl

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM