Best financial advisors in Newark, OH

Registered advisers within 25 miles of Newark, OH.

Offices

139

Firms

56

Combined AUM

$10.2T

Firm-wide filings, not assets booked only here

Clients

1.49M

1,485,785 clients when Item 5C has a number

Avg / client

$6.87M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

1760 N 21ST ST
NEWARK, OH 43055

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

263 DEO DRIVE
NEWARK, OH 43055

STATE FARM INVESTMENT MANAGEMENT CORP.

1550 N 21st St
Newark, OH 43055-3070

FIFTH THIRD SECURITIES, INC.

1235 NORTH 21ST STREET
NEWARK, OH 43055

AMERIPRISE FINANCIAL SERVICES, LLC

1040 N 21st St
Newark, OH 43055-2957

THE HUNTINGTON INVESTMENT COMPANY

NEWARK OFFICE 1040 N 21ST STREET
NEWARK, OH 43055

THE RETIREMENT SPECIALIST OF CENTRAL OHIO

974 N 21ST STREET, SUITE C1
NEWARK, OH 43055

EDWARD JONES

843 N 21ST ST SUITE 101 NEWARK MEDICAL & DENTAL CENTER
NEWARK, OH 43055

LPL FINANCIAL LLC

835 N 21ST ST
NEWARK, OH 43055

VALMARK ADVISERS, INC.

51 NORTH THIRD STREET
NEWARK, OH 43055

VALMARK ADVISERS, INC.

51 NORTH THIRD STREET SUITE 101
NEWARK, OH 43055

EDWARD JONES

711 WEST CHURCH
NEWARK, OH 43058-0457

EDWARD JONES

605 COUNTRY CLUB DR
NEWARK, OH 43055

HORACE MANN INVESTORS, INC.

593 Country Club Drive
Newark, OH 43055

AMERIPRISE FINANCIAL SERVICES, LLC

1512 WEST CHURCH
NEWARK, OH 43055

EDWARD JONES

987 PROFESSIONAL PKWY STE A
HEATH, OH 43056-1641

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1473 Granville Rd
Newark, OH 43055

EDWARD JONES

20 S 30TH ST
NEWARK, OH 43055-1905

LPL FINANCIAL LLC

501 HOPEWELL DR
HEATH, OH 43056-1527

MML INVESTORS SERVICES, LLC

508 Hopewell Drive, Suite 100 BOX 2062
Heath, OH 43056

Firms

LPL FINANCIAL LLC

VAN WINKLE WEALTH MANAGEMENT GROUP LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

THE HUNTINGTON INVESTMENT COMPANY

THE RETIREMENT SPECIALIST OF CENTRAL OHIO

VALMARK ADVISERS, INC.

HORACE MANN INVESTORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MML INVESTORS SERVICES, LLC

Investors

GREGORY ALLEN LARGE

BRIAN EDWARD VANWINKLE

ERIN MELISSA CURTIS

Stacy Lynn Schindler

ROBERT CLEMENT DICE

SHAD LOUIS TYSON

THOMAS COLBY CANTRELL

James David Noxon

Tyler Neil Dunlap

Thane Jordan Blosser

CHRISTOPHER LEE CLEWELL

RONALD DEWAINE DAVIS

WAYNE FRANKLIN FARNSWORTH

WAYNE FRANKLIN FARNSWORTH

BRAD DWAYNE FARNSWORTH

Mitchell Wesley Cox

Allison Jean Dawson

MAGGIE LEIGH CRUM

JOHN DAVID MORRIS

Matthew William Hatfield

ADAM DOUGLAS CONWAY

Douglas Vincent Stutz

Avery Lee Stutz

Ashley Michele Hamann

EDWARD GENE LEEDOM

RITIA DAWN BROWN

Within 25 miles of Newark, OH, Best Investors lists 56 registered investment advisory firms with 139 offices nearby, managing about $10.2T in combined regulatory AUM across 1,485,785 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 Newark

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM