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Best financial advisors in New Weston, OH

Registered advisers within 25 miles of New Weston, OH.

Offices
70
Firms
26
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
975K
974,634 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
EDWARD JONES
CALTON & ASSOCIATES, INC.
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
CREATIVE FINANCIAL DESIGNS, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

ADAM JOSEPH MEYER
Ryan C Lange
WESLEY SCOTT WILT
Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
JAMES WALTER HARTING
RANDALL L KAUP
RENEE LINN KNOTH
MARY JANE KOESTERS
DANIEL J KOESTERS
Janell Marie Kuck
JACOB ROBERT SCHMIDT
Jonathan Mark Yoder
Lori Homan
ERIC DAVID BIGGS
Barbara Ann Barnhart
DANIEL PAUL WATREN
SCOTT A GARRISON
ZACHARY ALLEN STEINBRUNNER
John Alexander Barga
Phillip James Pierri
CLAIRE KRESS NEISWANDER
MATTHEW DWIGHT ARNOLD
NICHOLAS ANDREW BURNS
CRYSTA M BLOOMINGDALE
MARK MICHAEL WRIGHT
CRAIG ALAN DREES
KEVIN JOSEPH MEIRING
Zachary Adam Bruening
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
Brad Hare
Lexi M. Damewood
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER
Jacob Bruns
Amy Huber
LISA KATTERHENRY HOWE
Amy Rose Fullenkamp
JUSTIN LEE EIGENBROD
JUSTIN ROBERT WISSMAN

Within 25 miles of New Weston, OH, Best Investors lists 26 registered investment advisory firms with 70 offices nearby, managing about $4.80T in combined regulatory AUM across 974,634 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 Weston

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM