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Best financial advisors in Orchard Island, OH

Registered advisers within 25 miles of Orchard Island, OH.

Offices
93
Firms
33
Combined AUM
$4.71T
Firm-wide filings, not assets booked only here
Clients
966K
966,080 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SENIORMARK, LLC
CREATIVE FINANCIAL DESIGNS, INC.

Investors

DOUGLAS WILLIAM BELL
LINDSEY N CHAPMAN
Kyle Wesley Johnston
Tammy Lynn Kirkendall
Miranda Lee Rose-King
ALYCIA C MUSIC
David Alvin Compton
Rhen Biggs
DANIEL JOSEPH BENSMAN
Cayla Lynn Bensman
David Heintz
Julie E Fuller
SCOTT JOSEPH STEINEMAN
MARK HENRY HOGE
Jordan Edward Rethman
Danielle Lynn Yingst
Sarah Christine Schmitz
Barbara Ann Barnhart
LYNN ROBERT METZGER
MATTHEW LYNN METZGER
Matthew F Graff
ASHLEY REINE HIMES
Bryson Ray Long
Dominique Suzanne Christman
Nancy J VanLoo
BRENDA LYNN WESTBELD
KEVIN GERALD NIEKAMP
ROBERT PATRICK POLING
EDWARD FRANKLIN ABBEY
RICHARD EUGENE HOVER
LORI SHAFER
BRIAN BATES
Robert B Curry
Kristi M Daniel
DIANNE M PITTS
Craig Morris
Matthew Nutter
Jacinda Elizabeth Fried
Christine J. Hulme
DANIEL LEE HOELSCHER

Within 25 miles of Orchard Island, OH, Best Investors lists 33 registered investment advisory firms with 93 offices nearby, managing about $4.71T in combined regulatory AUM across 966,080 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 Orchard Island

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM