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Best financial advisors in Sardis, OH

Registered advisers within 25 miles of Sardis, OH.

Offices
6
Firms
5
Combined AUM
$998B
Firm-wide filings, not assets booked only here
Clients
62.5K
62,472 clients when Item 5C has a number
Avg / client
$16.0M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
TRUIST ADVISORY SERVICES, INC.

Investors

Ciara Kathleen Stewart
NIKKI VON LUDE
JOSHUA C WOODBY
CHRISTOPHER D METZ
THOMAS JOSEPH BURKE
DOUGLASS RICHARD-HAROLD SCHMIDT
TAYLOR ROSS SHEPHERD
Mark J Toney

Within 25 miles of Sardis, OH, Best Investors lists 5 registered investment advisory firms with 6 offices nearby, managing about $998B in combined regulatory AUM across 62,472 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 Sardis

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

1 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 2 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 TRUIST ADVISORY SERVICES, INC. 509 clients · 2,105 advisers $77.4B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 COMMONWEALTH FINANCIAL SERVICES 1 clients · 17 advisers $995M AUM