Best financial advisors in Richmond, OH

Registered advisers within 25 miles of Richmond, OH.

Offices

43

Firms

21

Combined AUM

$4.42T

Firm-wide filings, not assets booked only here

Clients

990K

990,433 clients when Item 5C has a number

Avg / client

$4.46M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

41 Reichart Ave Unit 1
Wintersville, OH 43964

STATE FARM INVESTMENT MANAGEMENT CORP.

41 Reichart Ave A
Wintersville, OH 43953

KINGSVIEW WEALTH MANAGEMENT, LLC

600 Main Street
Wintersville, OH 43953

PORTFOLIO MEDICS, LLC

215 Main Street Suite B
Wintersville, OH 43952

J.P. MORGAN SECURITIES LLC

147 MAIN STREET
WINTERSVILLE, OH 43953

LPL FINANCIAL LLC

110 LOVERS LN
STEUBENVILLE, OH 43953

EAGLE STRATEGIES LLC

3911 SUNSET BLVD UNIT 1
STEUBENVILLE, OH 43701

ROBERT W. BAIRD & CO. INCORPORATED

200 Stanton Blvd Suite 40
Steubenville, OH 43952

EDWARD JONES

200 Stanton Blvd Suite 80
STEUBENVILLE, OH 43952

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

380 Summit Ave Trinity Health Systems
Steubenville, OH 43952-2667

OSAIC WEALTH, INC.

501 WASHINGTON STREET SUITE 201
STEUBENVILLE, OH 43952

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

626 N 4th St., Ste 201A
Steubenville, OH 43952

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

626 N 4TH ST STE 201A
STEUBENVILLE, OH 43952

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

626 North 4th St. Suite 101
Steubenville, OH 43952

CETERA INVESTMENT ADVISERS LLC

255 N 3RD ST
STEUBENVILLE, OH 43952

SOUND INCOME STRATEGIES, LLC

3600 West Street
Weirton, WV 26062

U.S. BANCORP ADVISORS, LLC

157 E Main St
Hopedale, OH 43976

10.1 miles away

LPL FINANCIAL LLC

243 THREE SPRINGS DR
WEIRTON, WV 26062

11.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

215 Three Springs Dr
Weirton, WV 26062-3814

11.7 miles away

STEELOAKS INVESTMENT ADVISERS, INC.

135 PALM DRIVE
WEIRTON, WV 26062

11.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

KINGSVIEW WEALTH MANAGEMENT, LLC

PORTFOLIO MEDICS, LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

EAGLE STRATEGIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

SOUND INCOME STRATEGIES, LLC

U.S. BANCORP ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STEELOAKS INVESTMENT ADVISERS, INC.

Investors

Rebecca Lynne Blankenship

CASIE LYNN JOHNSON

Robert Paul Aborn

CRAIG W PETRELLA

JOHN WILLIAM CUCARESE

MELANIE ANN HARLESS

JAMES C WINGETT

Heather Lynn Reynolds

GARY LEE RICHARDS

JEFFREY ALAN NEDLEY

Misti Lynn Spring-Reader

DAVID PATRICK COWDEN

MATTHEW Zane MAMULA

NICHOLAS PAUL MAMULA

Cole Evan Tegano

Susan Elaine Pevac

GREGORY RALPH METCALF

KENNETH ROBERT PERKINS

EUGENE GEORGE ZRINYI

CHARLES WILBER MCCOY

THOMAS PRESTON FALTER

Paul Michael Peter Lamm

COLLEEN BURGESS

Within 25 miles of Richmond, OH, Best Investors lists 21 registered investment advisory firms with 43 offices nearby, managing about $4.42T in combined regulatory AUM across 990,433 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 Richmond

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM