Best Financial Advisors in Pleasant City, OH

Within 25 miles of Pleasant City, OH, Best Investors lists 9 registered investment advisory firms with 15 offices nearby, managing about $3.26T in combined regulatory AUM across 253,217 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 Pleasant City

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 7 SECURITY CAPITAL MANAGEMENT 20 advisers $1.39B AUM 8 COMMONWEALTH FINANCIAL SERVICES 1 clients · 17 advisers $995M AUM

Best financial advisors in Pleasant City, OH

Nearby offices

EDWARD JONES

LPL FINANCIAL LLC

EDWARD JONES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EDWARD JONES

EDWARD JONES

JANNEY MONTGOMERY SCOTT LLC

EDWARD JONES

HAZLETT, BURT & WATSON, INC.

COMMONWEALTH FINANCIAL SERVICES

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

EDWARD JONES

MARIDEA WEALTH MANAGEMENT

Firms

Investors

Largest firms in Pleasant City