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Best financial advisors in Oneida, OH

Registered advisers within 25 miles of Oneida, OH.

Offices
194
Firms
71
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,687,395 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
GREENPORT FINANCIAL ADVISERS INC.
OSAIC WEALTH, INC.
NEWEDGE ADVISORS
CWM, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Douglas Lee Baltzer
Drew T Baltzer
Ian Paul Sanor
CHRISTINE MARIE SANOR
CHRIS SCOTT DEGIRALOMO
ROBERT EDWARD GARNER
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice
ALEXANDER G WAKEFIELD
ELIZABETH ROSE TYGER
Samuel Andrew Gebhardt
KENT RODNEY BEAL
PHILLIP AUSTIN GEBHARDT
RUSSELL STEWART PLENT
Justin M Nodo
LEVI EMERSON GREGORY
DOUGLAS MATTHEW GRIFFING
MICHAEL C KNOP
BRUCE CARL GILMORE
Todd Richard Loxley
AARON THOMAS CREWSE
AMY LYNNE ADELMAN
DANIEL HAROLD LAHAIE
Connor Glenn Jarvis
DARRELL WILLIAM WRIGHT
Bradley Ian Smith
John Marshall Graves
DAVID EMIL JOHNSON
STEPHEN SOWERS
Clinton James Nickas
ANTHONY RAYMOND LOMBARDI
Paul Mitchell Kendall
Kyle C Kendall
Kiley Kristine Kendall

Within 25 miles of Oneida, OH, Best Investors lists 71 registered investment advisory firms with 194 offices nearby, managing about $11.0T in combined regulatory AUM across 1,687,395 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 Oneida

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM