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Best financial advisors in North Lima, OH

Registered advisers within 25 miles of North Lima, OH.

Offices
219
Firms
80
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,051,400 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MOORS & CABOT, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
IRON GATE WEALTH ADVISORS, LLC
WESBANCO SECURITIES, INC.
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CENTAURUS FINANCIAL, INC.

Investors

JOHN BENJAMIN FAHEY
Jason Joseph Tarr
Ryan David Tunison
JEFFREY DAVID DAVIES
MARK VICTOR CARLOZZI
Anthony Edward Ricciardi
AMBER C. RICHARDS
ADDISON G. FLUENT
JOSHUA DAVID PETRUSKO
ROBERT J HYDE
ANTHONY ANDREW MANGANO
WILLIAM BASIL MANGANO
RANDALL DEAN HART
STEPHEN JOHN FISHER
Ryan Kent Miller
Richard Patrick Sacui
William T Klim
Stevan Raseta
Derik William Ronci
Zel Edward Bush
Adam Richard Bernard
Parker Steele Sherry
STEPHEN THOMAS PAVLICH
BRUCE MANSOUR JOSEPH
ROBERT ANTHONY NOTARY
BRADLEY ARTHUR HANDEL
Mark F Handel
Hannah Susan Ritchie
Todd Ray Hogan
Austin Ray Hogan
JENNY LYNN POLKOVITCH
NICHOLAS JOSEPH ROMEO
BRIAN M LARAWAY
DAVID ALLEN MAXWELL
SARAH BURY
TODD MICHAEL BURY
KELCIE LARUE SCHIRALDI
ALEXANDER BAKER
MICHAEL ANTHONY TRINGHESE
PAUL DAVID FINCH
WILLIAM CHANCEY DAY
JANICE MARIE JANJANIN

Within 25 miles of North Lima, OH, Best Investors lists 80 registered investment advisory firms with 219 offices nearby, managing about $10.7T in combined regulatory AUM across 2,051,400 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 North Lima

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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