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Best financial advisors in New Vienna, OH

Registered advisers within 25 miles of New Vienna, OH.

Offices
27
Firms
17
Combined AUM
$2.36T
Firm-wide filings, not assets booked only here
Clients
516K
516,059 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
MONEY CONCEPTS CAPITAL CORP
CROWE FINANCIAL GROUP LLC
BELL CITY WEALTH, INC.
ARVEN WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC
CREATIVE FINANCIAL SOLUTIONS, LLC

Investors

MICHAEL DOUGLASS GRAHAM
PHILIP RYAN ZEIGLER
Stephanie Jill Blessing
HUGH William RHODES
STEVEN JOE HARRELL
Adam W Harris
JEFFREY MICHAEL MYERS
DOUGLAS ROY RUSSELL
Mathew Earle Greene
Russell Kenneth Newman
MARK STEVEN CROWE
JAMES LEE CROWE
RICHARD ALAN CARROLL
Ashley M Farley
Kyle Ray King
Jason Alan Hillard
Samantha Katherine Beach
Blake Alexander Bagshaw
SHANE KENNETH MCMAHON
ROBERT SCOTT HERRON
STANLEY BRUCE WEILAND
Andrew Day
Justin Taylor Dawson
MARK RICHARD CASTO
JEREMY TY KELLEY

Within 25 miles of New Vienna, OH, Best Investors lists 17 registered investment advisory firms with 27 offices nearby, managing about $2.36T in combined regulatory AUM across 516,059 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 Vienna

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM