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Best financial advisors in Pataskala, OH

Registered advisers within 25 miles of Pataskala, OH.

Offices
785
Firms
290
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,732 clients when Item 5C has a number
Avg / client
$6.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

ODIS PARKER
RANDAL LEE CLOSSMAN
BART MAYNARD WEILER
AMY MICHELLE HOOVLER
AMANDA LEE ERWINE
Steven E Ervin
Shawn Gary Whitt
Joseph A Kieffer
Jacob Butler
Jeff Claude Bonhomme
TYLER W ROSS
MATTHEW JACOB HOSKEN
JENNIFER ANNE OTINERU
Matthew Breakey
Andrea Hope Litzenberg
Douglas Andrew Bickert
HEMAN SHARMA ACHARYA
BHIM L BASTOLA
JOEL KELLER CHANEY
Richard Seth Currens
William Charles Kay
Michele L Glusich
Charles R Minneci
JEFFREY RICHARD RITTER
Beth C Newland
Jessica Leigh Ritter
DENNIS GENE WILLECK
RICHARD LEE WYNN
JANA DELLAFLORA

Within 25 miles of Pataskala, OH, Best Investors lists 290 registered investment advisory firms with 785 offices nearby, managing about $19.3T in combined regulatory AUM across 3,186,732 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 Pataskala

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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