Best financial advisors in Portage, OH

Registered advisers within 25 miles of Portage, OH.

Offices

229

Firms

85

Combined AUM

$9.64T

Firm-wide filings, not assets booked only here

Clients

3.03M

3,027,790 clients when Item 5C has a number

Avg / client

$3.19M

Combined AUM ÷ clients

Nearby offices

KEY INVESTMENT SERVICES LLC

300 SOUTH MAIN STREET
BOWLING GREEN, OH 43402

FIFTH THIRD SECURITIES, INC.

275 S. MAIN
BOWLING GREEN, OH 43402

AMERIPRISE FINANCIAL SERVICES, LLC

222 S Main St
Bowling Green, OH 43402-3025

EDWARD JONES

170 SOUTH MAIN STREET
BOWLING GREEN, OH 43402

J.P. MORGAN SECURITIES LLC

101 S Main St
Bowling Green, OH 43402

EDWARD JONES

519 W Wooster St Suite 3
Bowling Green, OH 43402-2763

OSAIC WEALTH, INC.

1224 W. WOOSTER STREET SUITE C
BOWLING GREEN, OH 43402

EDWARD JONES

1236 WEST WOOSTER ST SUITE A
BOWLING GREEN, OH 43402

LPL FINANCIAL LLC

1215 RIDGEWOOD DR., STE C
BOWLING GREEN, OH 43402

AMERIPRISE FINANCIAL SERVICES, LLC

1234 RIDGEWOOD DR STE B
BOWLING GREEN, OH 43402

CREATIVE FINANCIAL DESIGNS, INC.

745 Haskins Rd Suite F
Bowling Green, OH 43402

EDWARD JONES

980 W POE RD SUITE 3
BOWLING GREEN, OH 43402

EDWARD JONES

1180 N MAIN SUITE 3
BOWLING GREEN, OH 43402

STATE FARM INVESTMENT MANAGEMENT CORP.

1180 N Main St Ste 4
Bowling Green, OH 43402

LPL FINANCIAL LLC

1302 BRIM RD, SUITE 1
BOWLING GREEN, OH 43402

THE HUNTINGTON INVESTMENT COMPANY

NORTH BALTIMORE 141 N MAIN ST.
NORTH BALTIMORE, OH 45872

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

37 South 3rd St.
Waterville, OH 43566

13.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

36 N 2nd St
Waterville, OH 43566

13.6 miles away

HERITAGE FINANCIAL ADVISORS, LLC

103 NORTH RIVER ROAD SUITE A
WATERVILLE, OH 43566

13.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

7001 Lighthouse Way
Perrysburg, OH 43551

13.7 miles away

Firms

KEY INVESTMENT SERVICES LLC

FIFTH THIRD SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

CREATIVE FINANCIAL DESIGNS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

THE HUNTINGTON INVESTMENT COMPANY

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

HERITAGE FINANCIAL ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Reece Thomas Tatchell

JERID ROBERT FRIAR

Madeson Lamlein

NATHAN D BREESE

ADAM MICHAEL FALARDEAU

Jeffrey Edward Fallon

Kristopher Shepherd

RYAN LEE DAUTERMAN

CARLETON AMASA HOLLISTER

JACKSON JAMES HOLLISTER

BRADEN LEE DAUTERMAN

Thomas Lee McArdle

Kevin Scot Cochrane

BRIAN JAMES BOISSELLE

MARY ANN DAVENPORT-YANT

STANLEY CLYDE RIGGS

NOLAN CHRISTOPHER DILL

Joshua Paul Zachman

David Eugene Boyk

LANCE ROBERT WOOD

NICHOLAS ANDREW SNYDER

Shannon Nicole Montell

Nathaniel Joseph Francis

Reed Daniel Geiger

GREGORY JAMES DURIVAGE

SASHA MARIE WRIGHT

CHARLOTTE BOWMAN SARGEANT

Zebradee Isadore Jackson

Within 25 miles of Portage, OH, Best Investors lists 85 registered investment advisory firms with 229 offices nearby, managing about $9.64T in combined regulatory AUM across 3,027,790 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 Portage

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM