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Best financial advisors in Port William, OH

Registered advisers within 25 miles of Port William, OH.

Offices
269
Firms
112
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,009,276 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BOND TECH INC

Investors

STEVEN JOE HARRELL
MICHAEL DOUGLASS GRAHAM
PHILIP RYAN ZEIGLER
Stephanie Jill Blessing
HUGH William RHODES
JEFFREY MICHAEL MYERS
DOUGLAS ROY RUSSELL
Adam W Harris
Jason Alan Hillard
Samantha Katherine Beach
ERIC LEON MONTGOMERY
DONALD E. CAIN
Kent Gregory Montgomery
NATHAN JAMES SANER
Heather M Abshear
BRUCE ALAN NEWELL
Collin Arthur Crowe
DOUGLAS C. ZEIGLER
Heather Lanae Daum
Michael Allen Reed
ANDREW DUNCAN POPE
Ryan Beach
Sarah Louise Selke
BRAD L DRAGER
Samantha Jean Carver
Adina L Angel
Andrew Christopher Randall
KATHERINE M martin

Within 25 miles of Port William, OH, Best Investors lists 112 registered investment advisory firms with 269 offices nearby, managing about $12.5T in combined regulatory AUM across 3,009,276 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 William

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM