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Best financial advisors in Oak Harbor, OH

Registered advisers within 25 miles of Oak Harbor, OH.

Offices
105
Firms
45
Combined AUM
$5.53T
Firm-wide filings, not assets booked only here
Clients
621K
621,234 clients when Item 5C has a number
Avg / client
$8.90M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PROSPERITY CAPITAL ADVISORS
FIFTH THIRD SECURITIES, INC.
PLANMEMBER SECURITIES CORPORATION
MML INVESTORS SERVICES, LLC
PARKMONT WEALTH ADVISORS LLC

Investors

ERIN R. FLOWER
Jerrad Lee Shiets
Brian Joseph Greggila
Hayward Thomas Evans
Robert Dean Candage
Richard Edward Rudolph
Matthew James Wenzinger
PATRICIA ELLEN MCCARTNEY
Kenneth Andrew Kreilick
Michelle Lynn Russell
Larry Othel Dean
Courtney R Hammer
Austin Scott Dean
AARON T MOORE
JOSEPH EDMUND CLEMENT
JORDAN BROOKS MOORE
HEATHER L STANSFIELD
Justin Brady Grossman
CHAD R BALHOFF
Zachary Priesman
Michelle L Fairbanks
Michael Sipsma
Richard Carl Frank
MITCHELL PAUL HOLLAND
Anthony Messina
ELIOT REED PARKER
Charles Robert Corthell
ROBERT ALAN PARKER

Within 25 miles of Oak Harbor, OH, Best Investors lists 45 registered investment advisory firms with 105 offices nearby, managing about $5.53T in combined regulatory AUM across 621,234 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 Oak Harbor

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM