Best financial advisors in Paulding, OH

Registered advisers within 25 miles of Paulding, OH.

Offices

60

Firms

26

Combined AUM

$4.31T

Firm-wide filings, not assets booked only here

Clients

626K

625,868 clients when Item 5C has a number

Avg / client

$6.88M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1875 E 5TH ST SUITE A
DELPHOS, OH 45833

23.3 miles away

SPC

1210 WEST HIGH STREET
BRYAN, OH 43506

23.9 miles away

OSAIC WEALTH, INC.

102 WEST HIGH STREET
BRYAN, OH 43506

23.9 miles away

VIRTUE CAPITAL MANAGEMENT, LLC

122 East High Street Suite A
Bryan, OH 43506

23.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

516 E HIGH ST
BRYAN, OH 43506

23.9 miles away

EDWARD JONES

130 N MAIN ST
BRYAN, OH 43506-1316

EDWARD JONES

926 East High St
BRYAN, OH 43506

EDWARD JONES

9071 STELLHORN CROSSING PKWY
FORT WAYNE, IN 46815

OBERLIN WEALTH PARTNERS, LLC

208 NORTH LYNN STREET
BRYAN, OH 43506

APPLE TREE ASSET MANAGEMENT, LLC

4321 FLAGSTAFF COVE
FORT WAYNE, IN 46815

24.2 miles away

PROFED FINANCIAL ADVISORS

4315 FLAGSTAFF COVE
FORT WAYNE, IN 46815-4400

24.2 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

4315 FLAGSTAFF COVE
FORT WAYNE, IN 46815

24.2 miles away

OSAIC WEALTH, INC.

163 N MICHIGAN AVENUE
EDGERTON, OH 43517

24.2 miles away

EDWARD JONES

969 WERLING RD
NEW HAVEN, IN 46774

24.2 miles away

ANWEILER FINANCIAL MANAGEMENT, LLC

618 PROFESSIONAL PARK SUITE 2
NEW HAVEN, IN 46774

24.4 miles away

ANWEILER FINANCIAL MANAGEMENT, LLC

618 PROFESSIONAL PARK
NEW HAVEN, IN 46774

24.4 miles away

PFS INVESTMENTS INC.

610 PROFESSIONAL PARK DR SUITE C
NEW HAVEN, IN 46774

24.4 miles away

EDWARD JONES

311 SR 930 E
NEW HAVEN, IN 46774-0000

24.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

309 State Road 930 E
New Haven, IN 46774-1366

24.5 miles away

EDWARD JONES

14110 PONY EXPRESS RUN SUITE B
LEO, IN 46765

24.5 miles away

Firms

OSAIC WEALTH, INC.

VIRTUE CAPITAL MANAGEMENT, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OBERLIN WEALTH PARTNERS, LLC

APPLE TREE ASSET MANAGEMENT, LLC

PROFED FINANCIAL ADVISORS

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

ANWEILER FINANCIAL MANAGEMENT, LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Corey Patrick Norton

Robert Anthony North

Ross Patrick Thompson

MICHAEL L JOHNSON

LAURA HELEN STOVER

JILL RAE POWERS

THOMAS WILLIAM HOFBAUER

STEPHEN BRADLEY HESS

CRAIG STEPHEN BAVIN

EMILY JEAN ALTAFFER

BLAKE JAMES ROCKEY

Melissa Reinette Stockman

Michael Scheumann

Bradley Kent Kiess

Teresa Ann Lebo

Justin Robert Moon

Brian Douglas Clay

EARL CLIFFORD OBERLIN

KEITH CHRISTIAN LAYMAN

GARY ROBERT ZOLLER

JAMES LEONARD MEERT

JOSEPH THOMAS WIEGAND

DOUGLAS W BULLER

MATTHEW SCOTT TROUTNER

CORTNEY SHANE KITCHEN

STEVEN KEITH VAN WYNGARDEN

RYAN MICHAEL VAN WYNGARDEN

THOMAS D FLEGAL

ROBERT DALE ANWEILER

TODD JEFFREY NEWKIRK

SANDRA CACEUS-NEWKIRK

Barbara Ann Rafalowski

Parker Daniel Watts

JOHN MICHAEL PARKER

Ryan James Frick

Michael Clair Richardson

Within 25 miles of Paulding, OH, Best Investors lists 26 registered investment advisory firms with 60 offices nearby, managing about $4.31T in combined regulatory AUM across 625,868 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 Paulding

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM