Best financial advisors in Ottawa, OH

Registered advisers within 25 miles of Ottawa, OH.

Offices

124

Firms

45

Combined AUM

$7.80T

Firm-wide filings, not assets booked only here

Clients

1.27M

1,271,872 clients when Item 5C has a number

Avg / client

$6.13M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

123 S. WALNUT STREET
OTTAWA, OH 45875

STATE FARM INVESTMENT MANAGEMENT CORP.

125 W Main St Ste B
Ottawa, OH 45875

LPL ENTERPRISE, LLC

133 COURT STREET SUITE 308C
OTTAWA, OH 45875

AMERIPRISE FINANCIAL SERVICES, LLC

133 Court St Ste 208B
Ottawa, OH 45875

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

149 N Court st.
Ottawa, OH 45875

CETERA INVESTMENT ADVISERS LLC

971 N PERRY ST
OTTAWA, OH 45875

AMERIPRISE FINANCIAL SERVICES, LLC

332 E Main St
Ottawa, OH 45875-1946

LPL FINANCIAL LLC

1381 N. PERRY STREET
OTTAWA, OH 45875-1124

EQUITABLE ADVISORS, LLC

1331 E. 4TH STREET
OTTAWA, OH 45875

EDWARD JONES

1800 NORTH PERRY ST SUITE 101
OTTAWA, OH 45875

EDWARD JONES

1800 N PERRY ST STE 100
OTTAWA, OH 45875

OSAIC WEALTH, INC.

211 W SYCAMORE STREET
COLUMBUS GROVE, OH 45830

MML INVESTORS SERVICES, LLC

107 N. HIGH STREET
COLUMBUS GROVE, OH 45830

OSAIC WEALTH, INC.

153 S MAIN ST
OTTAWA, OH 45875

OSAIC WEALTH, INC.

106 W MAIN STREET
KALIDA, OH 45853

EDWARD JONES

109 North Main Street
BLUFFTON, OH 45817

12.5 miles away

LPL FINANCIAL LLC

102 SOUTH MAIN STREET
BLUFFTON, OH 45817

12.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

147 N MAIN ST STE A
BLUFFTON, OH 45817-0092

12.5 miles away

EDWARD JONES

107 SOUTH MAIN STREET
BLUFFTON, OH 45817

12.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

341 S Main St
Bluffton, OH 45817

12.5 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

OSAIC WEALTH, INC.

MML INVESTORS SERVICES, LLC

Investors

Joyce Marie Placie

GARRY NORMAN PETERSON

Kinsey Alexandra Kinder

Cassondra Salazar

DANIEL ROBERT TURNWALD

ADAM DWIGHT CUPP

Andrew Schroeder

Gabrielle E Schmiedebusch

MINDY ANN VANCE

JANICE MARIE VON DER EMBSE

Molly Anne Montgomery

BRAD ALAN DICKMAN

ERIN NICOLE SCHROEDER

Adam Hershberger

Scott Robert Hershberger

KELSIE ANN SALISBURY

Grant Thomas Hershberger

Circe Sheila Krout

CORY RICHARD KING

MICHAEL JAMES ALLEN

DAVID MICHAEL ELLERBROCK

DYLAN JAMES MASON

PHILIP JAMES MASON

THOMAS JOE WAGNER

BRIAN J INKROTT

KYLE P BRUSKOTTER

Joel I Griffiths

LINDA KAY OWENS

GREGORY LOUIS AVERESCH

Allyse M Malooly

Brandon David Blackford

Within 25 miles of Ottawa, OH, Best Investors lists 45 registered investment advisory firms with 124 offices nearby, managing about $7.80T in combined regulatory AUM across 1,271,872 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 Ottawa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM