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Best financial advisors in Owensville, OH

Registered advisers within 25 miles of Owensville, OH.

Offices
710
Firms
282
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,375 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
SPC
CONSOLIDATED PORTFOLIO REVIEW CORP
PFS INVESTMENTS INC.
ARDENT CAPITAL MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
BROWN FINANCIAL ADVISORS, LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC

Investors

Adrienne D Reinert
MATTHEW DUSTIN HOOD
Isabel Cristina Arbaiza
THOMAS ERIC BURKHOLDER
MARK EUGENE MASSARO
CAROL ANN PARRY
MARY JOANNE HART
CHRISTOPHER JAMES DONABEDIAN
RYAN DYLAN NELSON
Shayne Clephane
PAMELA SUE Davis
Chris Brewer
CHRIS DIBARI
FERAAS ISA SULEYMAN
S Renee Whisman
NICHOLAS ALLAN NIEHAUS
KATHERINE HUPP
Ryan Rospert
SAVERIO P GRIPPA
DAVID ROBERT JUNKER
PATRICK DALTON
THOMAS BERNARD DYNES
Antonio Robinson
Jacob Lilly
MYRON JAMES BORTH
Alexander Edward Brown
GREGORY ALLEN BROWN
John Matthew Eiben
Nathan Dillon
JAMES DORES
MELODY HERALD
MARTIN WILLIAM FRANCIS BRENNEN
KRYSTLE M YOUNG
Joshua David Polkow
WILLIAM FRANK LYON
ROBERT ANTHONY NIENABER

Within 25 miles of Owensville, OH, Best Investors lists 282 registered investment advisory firms with 710 offices nearby, managing about $17.3T in combined regulatory AUM across 3,109,375 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 Owensville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM