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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

MARINER
PFS INVESTMENTS INC.
COORDINATED FINANCIAL PLANNING CORP
CX INSTITUTIONAL, LLC
FINANCIAL ROUNDS
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
MONEY & CLARITY
FAMILY WEALTH ADVISORY GROUP, LLC
HACKMAN FINANCIAL GROUP
LPL FINANCIAL LLC
RETIRE RIGHT WEALTH MANAGEMENT
CINCINNATI ASSET MANAGEMENT INC
INDEPENDENT FINANCIAL PARTNERS
CINCAP ASSET MANAGEMENT
J.P. MORGAN SECURITIES LLC

Investors

MICHAEL WILLIAM CLARK
Elise Catherine Schulok
JAMES BARRY MCGRATH
GARRETT L COBB
Ethan Thomas Jackson
Jaden Andrew Schlosser
Luke Hardy Kremzar
JAMES EDWARD KENT
MARCIA ANNETTE FUTEL
DAYNA ROSE BYRD-MATTRESS
BRANDY DAVIS
JOSEPH KEMME
CHARLES FUTEL
DAMIAN JERMAINE LYONS
ARTHUR WALLACE FAULKNER II
WESLEY E HOLBERT
KEVIN ROLLIN SHANK
ANTHONY MIGUEL CAMPBELL
STEPHEN HERBERT PERRIN
JOSEPH T. PERIN
MATTHEW BUD BEAMER
JAMES G BRANDENBURGH
AUBREY HYDE RAMEY
JACOB JEFFREY WALKER
CHAD ANDREW BAXTER
NICHOLAS ANDREW D'ANDREA
JOSHUA Benjamin FELD
CHRISTOPHER HAROLD HANSEN
ROBERT BOYD PATTON
GREGORY SCOTT STACY
Christian James Stacy
DANIEL LAWRENCE CUPRILL
BENJAMIN ADAM LINSER
BENJAMIN ROBERT GROSSHEIM
ROBERT JOHN GROSSHEIM
JAMES JAY HOSKINS
JOSEPH LUKE JONES
STEVEN DUC NGUYEN
JOHN CHARLES SPENCER
MICHAEL ROBERT HACKMAN
Stephen Michael Hackman
ROBERT EDWARD HACKMAN
RONALD JOSEPH GULASKEY
WILLIAM SAUER SLONEKER
GARY EDWARD HOLLANDER
GREGORY AARON FRANKLIN
JASON MATTHEW NELSON
EDWARD TAYLOR McDANNOLD
FRED THOMAS OVERBECK
JAMES RICHARD HARTKE
Tim John Tracy
Lucas J. Hiler

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