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Best financial advisors in Pleasant Hill, OH

Registered advisers within 25 miles of Pleasant Hill, OH.

Offices
154
Firms
58
Combined AUM
$5.94T
Firm-wide filings, not assets booked only here
Clients
1.13M
1,128,110 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PARK AVENUE SECURITIES LLC
TURNSTONE FINANCIAL
LPL FINANCIAL LLC
WELLNESS INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
PINNACLE INVESTMENT ADVISORS, LLC
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
AMERIPRISE FINANCIAL SERVICES, LLC
ADVANCED ASSET MANAGEMENT ADVISORS, INC.
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC

Investors

JAKE A FASHNER
ROBERT JAMES (JACK) EARL
Jacob H Russell
Jeffrey Scott Oda
WILLIAM ANTHONY EATON
ZACHARY ALAN RAPP
JONATHAN NOEL COOMER
GREGG A HEWS
ZACHARY L ALLEN
Gabriel S Rodgers
Dustin Wayne Booher
THOMAS JOSEPH KLEPTZ
Mathieu Allen Fairband
Lori Alyssa Gross
Ryan Edwin Ratermann
DAVID KENT SELSOR
STEVEN MICHAEL TEMPLE
Cole Bradley Graeser
JUSTIN R WURSTER
Jesse O'Rourke
Andrew J Sommer
TONY WENDELN
BRET ALAN FORD
Michael McCorkle
Randall Scott Evans
MARK EDWARD REEDY
Andria Haworth
SPENCER KINSEY PELTIER
Jason N Anthony
Michael Anderson
TONYA SUZANNE HAMMONDS

Within 25 miles of Pleasant Hill, OH, Best Investors lists 58 registered investment advisory firms with 154 offices nearby, managing about $5.94T in combined regulatory AUM across 1,128,110 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 Hill

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM