Best financial advisors in Prospect, OH

Registered advisers within 25 miles of Prospect, OH.

Offices

125

Firms

54

Combined AUM

$12.2T

Firm-wide filings, not assets booked only here

Clients

1.59M

1,585,075 clients when Item 5C has a number

Avg / client

$7.71M

Combined AUM ÷ clients

Nearby offices

EMERSON EQUITY LLC

40 NORTH SANDUSKY STREET SUITE 300
DELAWARE, OH 43015

13.3 miles away

PNC WEALTH MANAGEMENT LLC

40 NORTH SANDUSKY STREET
DELAWARE, OH 43015

13.3 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

18 West William Street
Delaware, OH 43015

13.4 miles away

FIFTH THIRD SECURITIES, INC.

229 S. SANDUSKY ST.
DELAWARE, OH 43015

13.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

377 E WILLIAM ST
Delaware, OH 43015

13.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2225 Marseilles Galion Rd W
Morral, OH 43337-9356

EDWARD JONES

595 SUNBURY ROAD
DELAWARE, OH 43015

14.2 miles away

EDWARD JONES

9 W NORTH ST
OSTRANDER, OH 43061

14.3 miles away

THE HUNTINGTON INVESTMENT COMPANY

DELAWARE BANKING OFFICE 1750 COLUMBUS PIKE
DELAWARE, OH 43015

15.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1750 Columbus Pike
Delaware, OH 43015-2726

15.3 miles away

EDWARD JONES

108 SCOTT FARMS BLVD
MARYSVILLE, OH 43040

17.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

465 ALLENBY DRIVE
MARYSVILLE, OH 43040

17.9 miles away

CETERA INVESTMENT ADVISERS LLC

160 COLEMANS CROSSING BLVD
MARYSVILLE, OH 43040

18.3 miles away

EDWARD JONES

1026 COLUMBUS AVENUE
MARYSVILLE, OH 43040

18.7 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

211 N MAIN ST
MARYSVILLE, OH 43040

18.8 miles away

CONCORDIA WEALTH PLANNING, LLC

6556 Valley Oak Dr
Powell, OH 43065

18.8 miles away

LPL FINANCIAL LLC

250 E 5TH STREET
MARYSVILLE, OH 43040

18.8 miles away

EDWARD JONES

101 N MAIN ST
MARYSVILLE, OH 43040-1105

18.9 miles away

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

127 W. 5TH STREET
MARYSVILLE, OH 43040

18.9 miles away

KINTRA WEALTH, LLC

127 W. 5th Street
Marysville, OH 43040

18.9 miles away

Firms

EMERSON EQUITY LLC

PNC WEALTH MANAGEMENT LLC

THRIVENT INVESTMENT MANAGEMENT INC.

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THE HUNTINGTON INVESTMENT COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CONCORDIA WEALTH PLANNING, LLC

LPL FINANCIAL LLC

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

KINTRA WEALTH, LLC

Investors

Nathaniel Joseph Russell

RANDY S HYLIARD

Sarah Catherine Kahaian

JESSICA IRENE FORMAN

HEATHER MARIE BUSSEY

Dustin Tyler Hostutler

Erin Marie Brown-Eizensmits

JOHN FELIX ALTIERI

Edward Joseph Waldrop

KRISTEN L GAUDIOSE

JOSHUA Tyler REYNOLDS

Deborah Melinda Vincent

Zachary Frederick Welch

ANDREW JONATHAN SILVER

Lindsey Marie Williams

Amanda Sue Beecher

MARK ROBERT FINNEY

RYAN EDWIN MICKELSON

MEGAN MCCARTHY COLLINS

Jonathan Wade Lawrence

WESLEY WAYNE BEAN

Quinn Mickelson

Within 25 miles of Prospect, OH, Best Investors lists 54 registered investment advisory firms with 125 offices nearby, managing about $12.2T in combined regulatory AUM across 1,585,075 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 Prospect

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM