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Best financial advisors in Ottoville, OH

Registered advisers within 25 miles of Ottoville, OH.

Offices
89
Firms
30
Combined AUM
$5.55T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,226,834 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
W&S BROKERAGE SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

JAMES DAVID SMITH
Alex Odenweller
JENNIFER NICOLE MOENTER
BRADEN LEE DAUTERMAN
Corey Patrick Norton
Robert Anthony North
Ross Patrick Thompson
CLARA L HANF
Stephanie Michelle Patton
ANTHONY PAUL RAHRIG
KYLE P BRUSKOTTER
Brady Emmons
Kyle Joseph Wheeler
Casey Sanders
DOUGLAS ALAN SUTTON
Evan Sutton
Eric Hurless
Mark Robert Laurent
Sara R Mesing
BARTON Taylor COOK
MARSHALL MARRACCINI
Thaison E Leaser
Ryan John Lindemann
Kristi Jean Warnecke
TISHA MICHELLE FAST
CORY RICHARD KING
MICHAEL JAMES ALLEN
DAVID MICHAEL ELLERBROCK
RICHARD EUGENE HOVER
LORI SHAFER
BRIAN BATES
Nancy J VanLoo
BRENDA LYNN WESTBELD
KEVIN GERALD NIEKAMP
ROBERT PATRICK POLING
EDWARD FRANKLIN ABBEY

Within 25 miles of Ottoville, OH, Best Investors lists 30 registered investment advisory firms with 89 offices nearby, managing about $5.55T in combined regulatory AUM across 1,226,834 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 Ottoville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM