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Best financial advisors in Petersburg, OH

Registered advisers within 25 miles of Petersburg, OH.

Offices
238
Firms
90
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,058,310 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
EQUITABLE ADVISORS, LLC
BFC PLANNING, INC.
SAXONY CAPITAL MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SAMUELS FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
CAPITAL A WEALTH MANAGEMENT
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
SCOTT S. DUKO, REGISTERED INVESTMENT ADVISOR, LTD.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THURSTON SPRINGER ADVISORS

Investors

MICHAEL ANTHONY TRINGHESE
John Gabriel Clark
Nicholas Russell
Dominic Gentsy
Scott Viano
DAVID LEE TROUTMAN
GeorgeMichael Passas
Hayden Wylie Dattilio
TARICK LUKE BERNAT
RICHARD J HORVATH
JASON JEROME BERNAT
RAYMOND FELIX HOUSTEAU
KATHLEEN JOYCE KALOSKY
SANDRA DENISE BAYLOR
ROBERT CHARLES MROZEK
DONALD WILLIAM SAMUELS
Scott William Vlaiku
Nicholas Joseph Fajack
JOHN RYAN
CHRISTOPHER LEE MEDIATE
CHRISTOPHER EDWARD MEDIATE
Valerie Sarabyn D'Apolito
James Andrew Pipino
SCOTT STEPHEN DUKO
Brian Patrick Austalosh
Ryan Strollo
MATTHEW STEPHEN MORGAN
ROBERT BRIAN GARDNER
CAROL MARIE CARR
ELIZABETH HARTWIG
Colten Rappach McFadden
JOSEPH VITELLO
STEPHEN CARLOS VANSUCH
SCOTT ROBERT SCHULICK
THOMAS JOHN CAVALIER
KEITH EDWIN DOWNARD
CHARLES MARION BAKER
DAVID CAMPBELL BENNETT
KATHLEEN BROWN
BRUCE MALCOLM AVERBACK

Within 25 miles of Petersburg, OH, Best Investors lists 90 registered investment advisory firms with 238 offices nearby, managing about $10.8T in combined regulatory AUM across 2,058,310 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 Petersburg

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM