Best financial advisors in Portsmouth, OH

Registered advisers within 25 miles of Portsmouth, OH.

Offices

29

Firms

11

Combined AUM

$3.44T

Firm-wide filings, not assets booked only here

Clients

458K

458,157 clients when Item 5C has a number

Avg / client

$7.51M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

4003 RHODES AVE
NEW BOSTON, OH 45662

AMERIPRISE FINANCIAL SERVICES, LLC

313A BIERLY RD
PORTSMOUTH, OH 45662-8805

EDWARD JONES

2105 11TH STREET SUITE B
PORTSMOUTH, OH 45662

EDWARD JONES

8262 OHIO RIVER ROAD
WHEELERSBURG, OH 45694

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

701 Chillicothe St.
Portsmouth, OH 45662

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

701 CHILLICOTHE STREET SUITE B
PORTSMOUTH, OH 45662

STATE FARM INVESTMENT MANAGEMENT CORP.

601 Chillicothe St
Portsmouth, OH 45662

EDWARD JONES

507 CHILLICOTHE STREET
PORTSMOUTH, OH 45662

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

800 Gallia Street Suite 532
Portsmouth, OH 45662

MONEY CONCEPTS CAPITAL CORP

731 5TH STREET
PORTSMOUTH, OH 45662-4007

STATE FARM INVESTMENT MANAGEMENT CORP.

429 Center St
Wheelersburg, OH 45694

STATE FARM INVESTMENT MANAGEMENT CORP.

9107 Ohio River Rd
Wheelersburg, OH 45694

EDWARD JONES

210 CENTER STREET
IRONTON, OH 45638

21.2 miles away

U.S. BANCORP ADVISORS, LLC

120 S Third St
Ironton, OH 45638

21.2 miles away

EDWARD JONES

1113 BELLEFONTE RD SUITE A
FLATWOODS, KY 41139-2503

21.2 miles away

LPL FINANCIAL LLC

221 SOUTH 6TH STREET
IRONTON, OH 45638

21.3 miles away

CREATIVE FINANCIAL SOLUTIONS, LLC

807 S. THIRD ST.
IRONTON, OH 45638

21.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

627 Harrison St
Flatwoods, KY 41139-2182

21.8 miles away

ROBERT W. BAIRD & CO. INCORPORATED

1000 Ashland Drive Suite 305
ASHLAND, KY 41101

22.5 miles away

ROBERT W. BAIRD & CO. INCORPORATED

978 Diederich Boulevard
Russell, KY 41169

22.8 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MONEY CONCEPTS CAPITAL CORP

U.S. BANCORP ADVISORS, LLC

LPL FINANCIAL LLC

CREATIVE FINANCIAL SOLUTIONS, LLC

ROBERT W. BAIRD & CO. INCORPORATED

Investors

Benjamin Ryan Vannatta

JEFFREY MITCHELL VANNATTA

ELIJAH R DUDUIT

DEBBIE KAY KRATZENBERG

MARC EDWARD COTTLE

Crystal Brannigan Carmon

Nathaniel Patrick Frazie

JEREMY GRANT FRAZIE

JACOB PHILIP SULZER

Christopher Dee Mauk

Barry Lawrence Rodbell

Asa Thorp Jewett

Gregory David Gulker

VALERIE KAY ENZ

James Walter Daehler

Sarah Ann Ralstin

LEIGH ANN GREENE

KENNETH RYAN SALMONS

Ralph Blake McKenzie

Ryan David Rice

MARK CASEY COMPSTON

Nathan Garrett Harmon

MARK GAYLORD COMPSTON

WILLIAM BRET HENSLEY

ROBERT DALE MEENACH

Victoria JA Wellman

Stephanie S McKnight

RYAN JOSEPH THOMAS REAMES

JAMES THORNTON NORRIS

VALORIA LYNN BAILEY

Barbra E Kitchen

Andrew Bailey Hughes

Within 25 miles of Portsmouth, OH, Best Investors lists 11 registered investment advisory firms with 29 offices nearby, managing about $3.44T in combined regulatory AUM across 458,157 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 Portsmouth

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM