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Best financial advisors in Rising Sun, OH

Registered advisers within 25 miles of Rising Sun, OH.

Offices
149
Firms
55
Combined AUM
$9.15T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,464,836 clients when Item 5C has a number
Avg / client
$3.71M
Combined AUM ÷ clients

Nearby offices

Firms

STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
THE HUNTINGTON INVESTMENT COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JESSICA LYNN LUCIUS
TRAVIS ANTHONY TIELL
Dylan DeWitt
AARON MICHAEL SMITH
Scott Peluso
Angela Rae Lemmon
Bradley Zoeller
John Wehe Irwin
ALLISON KATHERINE KELLY
ALAINA L TYREE
DEBORAH LOU TIELL
KIT JOSEPH TIELL
ANDREW MICHAEL LUCIUS
DILLON HORST
MARLENE ANN BURNS
L Ray Burns
Jacquelyn Cook
Reece Thomas Tatchell
JERID ROBERT FRIAR
Madeson Lamlein
NATHAN D BREESE
ADAM MICHAEL FALARDEAU
Jeffrey Edward Fallon
Kristopher Shepherd
Chad E Plontz
Shannon Nicole Montell
DANIEL ANTON VIELAND
Nathan M Lieb
David Eugene Boyk
LANCE ROBERT WOOD
BRIAN JAMES BOISSELLE
RYAN LEE DAUTERMAN
CARLETON AMASA HOLLISTER
JACKSON JAMES HOLLISTER
BRADEN LEE DAUTERMAN
Thomas Lee McArdle
Kevin Scot Cochrane
MARY ANN DAVENPORT-YANT

Within 25 miles of Rising Sun, OH, Best Investors lists 55 registered investment advisory firms with 149 offices nearby, managing about $9.15T in combined regulatory AUM across 2,464,836 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 Rising Sun

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