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Best financial advisors in Old Fort, OH

Registered advisers within 25 miles of Old Fort, OH.

Offices
51
Firms
17
Combined AUM
$3.34T
Firm-wide filings, not assets booked only here
Clients
520K
519,703 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PARKMONT WEALTH ADVISORS LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PLANMEMBER SECURITIES CORPORATION
OSAIC WEALTH, INC.
FIFTH THIRD SECURITIES, INC.
STRATOS WEALTH PARTNERS, LTD
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

DANIEL ANTON VIELAND
Anthony Messina
ELIOT REED PARKER
Charles Robert Corthell
ROBERT ALAN PARKER
MITCHELL PAUL HOLLAND
DAVID EARL SLATER
Steven P Hohenstein
Richard Carl Frank
Michael Sipsma
GARY ORLAND GRUSS
Brian Thomas Gruss
Zachary Priesman
Michelle L Fairbanks
CHAD R BALHOFF
Hannah Alyse Smith
Jack Ryan Shultz
MICHAEL DAVID KELSO
PAMELA RAE MASON
SARAH LYNN PORTER
JAMES WILEY BINGHAM
Justin Brady Grossman
JASON ALLEN GEDERT
Elaine E Daugherty
Kennedi Paige Amor
Bruce Allen Joseph
CHRISTOPHER ELLIS SCHIEFER
JUNE MARIE WIESE
Kenneth Andrew Kreilick
Michelle Lynn Russell

Within 25 miles of Old Fort, OH, Best Investors lists 17 registered investment advisory firms with 51 offices nearby, managing about $3.34T in combined regulatory AUM across 519,703 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 Old Fort

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM