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Best financial advisors in Osgood, OH

Registered advisers within 25 miles of Osgood, OH.

Offices
94
Firms
29
Combined AUM
$4.15T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,028,629 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
NEWEDGE ADVISORS
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

Lucas Severt
Chad Franklin Metzger
JOHN GUENTHER HALLER
BRIAN PATRICK MURPHY
NATHAN MARC CEDARLEAF
MICHAEL ERIC ROUSH
LISA MARIE CANO
Benjamin Adam Langdon
ADAM SCOTT LANGDON
MARGARET A HANSLIK
CLAYTOR BROOKS
SETH GOODALL
JULIA PASLAWSKI
GARY LESLIE BARGEBUHR
MARY LUMSDEN
THOMAS HAGGERTY
TIMOTHY HARMON IRWIN
MICHAEL SEJKA
ERIC ALLEN KULLBERG
JASON CRAIG HARRIS
BRIAN P MERRICK
SARAH NOWFEL
KASEY MASSIE-YEAGLE
HOLLY LAWRENCE
CHRISTOPHER KNOWLES
DARRIN HAUBERT
ADAM R BOLICK
ZACHARY SAINT JAMES
SARAH ROMAN
MEI CARMER
morad j zayed
NICOLE RENEE PROXMIRE
TERRENCE PATRICK GEARY
POLINA NOCERA
BRETT MEIRING
BRIDGET METZ
ZOE MARIE MCFADDEN
STEPHEN JOSEPH GROTE
JAMES HENRY COX
DANIEL CAMPBELL
ZACHERY EDWARDS
THOMAS JOSEPH BURKE
JESSICA LOUISE MILLS-YOUNGER
ELIZABETH ANNE ALBRECHT
JYL SCHAER
KEVIN DAVIE
RODERICK MORRISON
Carter B Stueve
Michael Joseph Stueve
SUSAN CAROL SWINEHART
JASON ANDREW THOMPSON
KAREN ELAINE THOMPSON
JOHN CAMERON PALOTAS
Myrtie Ellen Melas
Russel Holley Surber
ZACHARY DAVID RICE

Within 25 miles of Osgood, OH, Best Investors lists 29 registered investment advisory firms with 94 offices nearby, managing about $4.15T in combined regulatory AUM across 1,028,629 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 Osgood

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM