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Best financial advisors in Pemberville, OH

Registered advisers within 25 miles of Pemberville, OH.

Offices
316
Firms
104
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,060 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
CREATIVE FINANCIAL DESIGNS, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HUGHES FINANCIAL GROUP, LLC

Investors

Nathan M Lieb
David Eugene Boyk
LANCE ROBERT WOOD
Kristopher Shepherd
Jeffrey Edward Fallon
ADAM MICHAEL FALARDEAU
JERID ROBERT FRIAR
Madeson Lamlein
NATHAN D BREESE
Reece Thomas Tatchell
Chad E Plontz
NICHOLAS ANDREW SNYDER
STANLEY CLYDE RIGGS
NOLAN CHRISTOPHER DILL
Joshua Paul Zachman
MARY ANN DAVENPORT-YANT
BRIAN JAMES BOISSELLE
RYAN LEE DAUTERMAN
CARLETON AMASA HOLLISTER
JACKSON JAMES HOLLISTER
BRADEN LEE DAUTERMAN
Thomas Lee McArdle
Kevin Scot Cochrane
JORDAN BROOKS MOORE
HEATHER L STANSFIELD
JOSEPH EDMUND CLEMENT
AARON T MOORE
Zebradee Isadore Jackson
BRIAN KENNETH HUGHES

Within 25 miles of Pemberville, OH, Best Investors lists 104 registered investment advisory firms with 316 offices nearby, managing about $11.3T in combined regulatory AUM across 3,035,060 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 Pemberville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM