Best financial advisors in Poetown, OH

Registered advisers within 25 miles of Poetown, OH.

Offices

83

Firms

41

Combined AUM

$6.21T

Firm-wide filings, not assets booked only here

Clients

962K

962,440 clients when Item 5C has a number

Avg / client

$6.45M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

101 N MAIN STREET
GEORGETOWN, OH 45121

EDWARD JONES

473 West Main St
Mount Orab, OH 45154

U.S. BANCORP ADVISORS, LLC

210 Sterling Run Blvd
Mount Orab, OH 45154

LPL FINANCIAL LLC

1300 STATE ROUTE 125 SUIT B
AMELIA, OH 45102

13.7 miles away

J.P. MORGAN SECURITIES LLC

2 WEST MAIN
AMELIA, OH 45102

14.3 miles away

KEY INVESTMENT SERVICES LLC

18 W MAIN ST
AMELIA, OH 45102

14.4 miles away

SPC

45 W. MAIN STREET
BATAVIA, OH 45103

15.2 miles away

FIFTH THIRD SECURITIES, INC.

1196 OHIO PIKE
AMELIA, OH 45102

16.4 miles away

FIFTH THIRD SECURITIES, INC.

380 MAIN STREET
BATAVIA, OH 45103

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

882 OHIO PIKE
Cincinatti, OH 45245

18.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

831 EASTGATE SOUTH DR
CINCINNATI, OH 45245

19.2 miles away

FIFTH THIRD SECURITIES, INC.

801 EASTGATE NORTH DR.
CINCINNATI, OH 45245

19.8 miles away

EAGLE STRATEGIES LLC

4357 FERGUSON DRIVE SUITE 240
CINCINNATI, OH 45245

19.8 miles away

TRANSAMERICA FINANCIAL ADVISORS, LLC

4357 FERGUSON DR SUITE 180
CINCINNATI, OH 45245

19.8 miles away

LPL FINANCIAL LLC

4355 FERGUSON DR, STE 110
CINCINNATI, OH 45245

19.8 miles away

ISAACS & ASSOCIATES, LLC

4270 IVY POINTE BLVD SUITE 100
CINCINNATI, OH 45245

19.9 miles away

PNC WEALTH MANAGEMENT LLC

4579 EASTGATE BOULEVARD
CINCINNATI, OH 45245

J.P. MORGAN SECURITIES LLC

4611 Eastgate Blvd
CINCINNATI, OH 45245

MANDEL FINANCIAL SERVICES

431 OHIO PIKE SUITE 201
CINCINNATI, OH 45255

20.2 miles away

CONSOLIDATED PORTFOLIO REVIEW CORP

5401 Dry Run Road
Milford, OH 45150

20.3 miles away

Firms

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

KEY INVESTMENT SERVICES LLC

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EAGLE STRATEGIES LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

ISAACS & ASSOCIATES, LLC

PNC WEALTH MANAGEMENT LLC

MANDEL FINANCIAL SERVICES

CONSOLIDATED PORTFOLIO REVIEW CORP

Investors

Nicholas L Gray

Matthew Braun Taske

Sean Patrick Finley

KRYSTLE M YOUNG

MARTIN WILLIAM FRANCIS BRENNEN

MATTHEW DUSTIN HOOD

Adrienne D Reinert

LETITIA G FULKERSON

RYAN DYLAN NELSON

Shayne Clephane

DAVID ROBERT JUNKER

Joshua David Polkow

WILLIAM FRANK LYON

ROBERT ANTHONY NIENABER

Pedro Jose Falconi-Cardenas

WILLIAM JAMES MAXWELL

Trevon Addon Loeser

GUILLERMO MANUEL MILORD

Angelina Ruth Watkins

Daniel Robert Bashinski

REBECCA D MILORD

Karla IRENE KNOX

Hannah N Bertsch

RAY ALLEN ISAACS

THOMAS BERNARD DYNES

Antonio Robinson

Timothy James Mandel

Isabel Cristina Arbaiza

Within 25 miles of Poetown, OH, Best Investors lists 41 registered investment advisory firms with 83 offices nearby, managing about $6.21T in combined regulatory AUM across 962,440 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 Poetown

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM