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Best financial advisors in Sherrodsville, OH

Registered advisers within 25 miles of Sherrodsville, OH.

Offices
61
Firms
28
Combined AUM
$4.68T
Firm-wide filings, not assets booked only here
Clients
992K
992,058 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EAGLE STRATEGIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
LPL FINANCIAL LLC
REA WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

CLANTZ DAVID LIGGETT
JEFFREY LEE WHITE
Juliet R. Halter
GARY LEE NIST
PATRICK JAMES MOELLER
JYL SCHAER
Dennis Matthew Lint
Paul Robert Gorgas
NATALIE MAE WATSON
Carson Gessner
ELIZABETH ROSE TYGER
Samuel Andrew Gebhardt
KENT RODNEY BEAL
PHILLIP AUSTIN GEBHARDT
DOUGLAS GRAY BAMBECK
MATTHEW WILLIAM ANDREAS
ANTHONY R YODER
Max William Feller
BRIAN PATRICK PROCTOR
Lukas Alexander Burch
BENJAMIN KENNETH MINARD
Paul Mitchell Kendall
Kyle C Kendall
Kiley Kristine Kendall
MATTHEW SEAN FERRIS
Jayden Daniel Carpenter
Drew Steven Gooding
ROBERT JOSEPH POSITANO
JEFFREY A POSITANO
Christopher Robert Greenland
MARK ANTHONY MOLK
Steven L Worsham
Lesley A Gambone
Jill Henderson
Zachary O. Bishop
RANDAL RAY LONGACHER

Within 25 miles of Sherrodsville, OH, Best Investors lists 28 registered investment advisory firms with 61 offices nearby, managing about $4.68T in combined regulatory AUM across 992,058 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 Sherrodsville

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM