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Best financial advisors in Port Jefferson, OH

Registered advisers within 25 miles of Port Jefferson, OH.

Offices
112
Firms
42
Combined AUM
$4.45T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,084,027 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PINNACLE INVESTMENT ADVISORS, LLC
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
LPL FINANCIAL LLC
NEWEDGE ADVISORS
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TURNSTONE FINANCIAL
OSAIC WEALTH, INC.

Investors

Jennifer Lile Harvey
MICHAEL S REID
STEVEN MICHAEL TEMPLE
NATHAN MARC CEDARLEAF
JOHN GUENTHER HALLER
BRIAN PATRICK MURPHY
MICHAEL ERIC ROUSH
Myrtie Ellen Melas
ZACHARY DAVID RICE
LISA MARIE CANO
Benjamin Adam Langdon
ADAM SCOTT LANGDON
Carter B Stueve
Michael Joseph Stueve
JASON ANDREW THOMPSON
KAREN ELAINE THOMPSON
JOHN CAMERON PALOTAS
MARGARET A HANSLIK
CLAYTOR BROOKS
SETH GOODALL
JULIA PASLAWSKI
GARY LESLIE BARGEBUHR
MARY LUMSDEN
THOMAS HAGGERTY
TIMOTHY HARMON IRWIN
MICHAEL SEJKA
ERIC ALLEN KULLBERG
JASON CRAIG HARRIS
BRIAN P MERRICK
SARAH NOWFEL
KASEY MASSIE-YEAGLE
HOLLY LAWRENCE
CHRISTOPHER KNOWLES
DARRIN HAUBERT
ADAM R BOLICK
ZACHARY SAINT JAMES
SARAH ROMAN
MEI CARMER
morad j zayed
NICOLE RENEE PROXMIRE
TERRENCE PATRICK GEARY
POLINA NOCERA
BRETT MEIRING
BRIDGET METZ
ZOE MARIE MCFADDEN
STEPHEN JOSEPH GROTE
JAMES HENRY COX
DANIEL CAMPBELL
ZACHERY EDWARDS
THOMAS JOSEPH BURKE
JESSICA LOUISE MILLS-YOUNGER
ELIZABETH ANNE ALBRECHT
JYL SCHAER
KEVIN DAVIE
RODERICK MORRISON
Russel Holley Surber
David G Redick
Jacob H Russell
Jeffrey Scott Oda
ZACHARY ALAN RAPP
JONATHAN NOEL COOMER
THOMAS JOSEPH KLEPTZ
SUSAN CAROL SWINEHART

Within 25 miles of Port Jefferson, OH, Best Investors lists 42 registered investment advisory firms with 112 offices nearby, managing about $4.45T in combined regulatory AUM across 1,084,027 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 Port Jefferson

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM