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Best financial advisors in Quincy, OH

Registered advisers within 25 miles of Quincy, OH.

Offices
100
Firms
36
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,081,684 clients when Item 5C has a number
Avg / client
$4.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
TURNSTONE FINANCIAL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLNESS INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.

Investors

Amy Rose Fullenkamp
JUSTIN LEE EIGENBROD
JUSTIN ROBERT WISSMAN
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER
Lois Ann Davis
Jeffrey William Overberg
Tony Scott Stinebaugh
Jacob Lee Miller
William Lewis
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
JOSEPH MURLE GREEN
NATHAN MARC CEDARLEAF
THOMAS JOSEPH KLEPTZ
ZACHARY ALAN RAPP
JONATHAN NOEL COOMER
Mathieu Allen Fairband
Lori Alyssa Gross
Jacob H Russell
Jeffrey Scott Oda
David G Redick
GREGG A HEWS
ZACHARY L ALLEN
Gabriel S Rodgers
Dustin Wayne Booher
ZACHARY DAVID RICE
Myrtie Ellen Melas
MICHAEL ERIC ROUSH
Russel Holley Surber

Within 25 miles of Quincy, OH, Best Investors lists 36 registered investment advisory firms with 100 offices nearby, managing about $4.39T in combined regulatory AUM across 1,081,684 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 Quincy

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