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Best financial advisors in S Charleston, OH

Registered advisers within 25 miles of S Charleston, OH.

Offices
98
Firms
34
Combined AUM
$4.46T
Firm-wide filings, not assets booked only here
Clients
963K
962,520 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SOUDERS FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GIANOLA FINANCIAL PLANNING, LLC
MML INVESTORS SERVICES, LLC
TAVCO FINANCIAL ADVISORY, INC
PNC WEALTH MANAGEMENT LLC
CREATIVE FINANCIAL DESIGNS, INC.

Investors

MICHAEL JOSH PICKARSKI
Jordan Alexandra Foreman
JAMES BRIAN HANNA
KRISTINE JEAN LEWIS
PETER WILLIAM FOREMAN
Catherine C Zaino
PHILIP STEVEN SCOTT
Mark Stephenson
Bart William Little
RICHARD ANTHONY FOREMAN
CHRISTOPHER MICHAEL WELLS
SCOTT WILLIAM KRIZNER
ANDREW DAVID BARLOW
ERIC LEE JOSEPH POWELL
James Ray Wasinger
Christopher Thomas Hunt
Rebecca Lynn Gorby
David Andrew Stroud
STEVEN EVERETTE STROUD
JILL ISAACSON GIANOLA
Tyler Tucker
DAVID EDWARD FOLEY
Sarah Ann Clemans
Rachel Jayne Day
Zane Allen Foucht
Brendan Patrick Shea
THOMAS JAMES TAVENNER
Jacob Shelburn Mudd
Kimberly Cooley
KEVIN DWAYNE MARTIN
TIMOTHY EUGENE WRIGHT

Within 25 miles of S Charleston, OH, Best Investors lists 34 registered investment advisory firms with 98 offices nearby, managing about $4.46T in combined regulatory AUM across 962,520 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 S Charleston

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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