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Best financial advisors in Sidney, OH

Registered advisers within 25 miles of Sidney, OH.

Offices
117
Firms
40
Combined AUM
$4.45T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,083,760 clients when Item 5C has a number
Avg / client
$4.11M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
MONEY CONCEPTS CAPITAL CORP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE CAPITAL MANAGEMENT LLC
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
SENIORMARK, LLC
CREATIVE FINANCIAL DESIGNS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Danielle Lynn Yingst
Sarah Christine Schmitz
Barbara Ann Barnhart
Julie E Fuller
SCOTT JOSEPH STEINEMAN
MARK HENRY HOGE
Jordan Edward Rethman
DANIEL JOSEPH BENSMAN
Cayla Lynn Bensman
David Heintz
Andrew Lynn Shaffer
Luke Richard Bertke
NICHOLAS ANTHONY BOECKMAN
Gerald Lee Vanderhorst
ADAM GERALD VANDERHORST
Robert B Curry
Kristi M Daniel
DIANNE M PITTS
Craig Morris
Matthew Nutter
Jacinda Elizabeth Fried
Christine J. Hulme
Dominique Suzanne Christman
Bryson Ray Long
ASHLEY REINE HIMES
LaTrisha Reed
Steven E Lewis
DANIEL LEE HOELSCHER
Adam Fullenkamp
Clasena Danielle Sielschott
Tiffany Alexandra Long
DALE EDWIN PETERSON
Jason Christman
Christopher A George
Jason N Anthony
Michael Anderson
TONYA SUZANNE HAMMONDS

Within 25 miles of Sidney, OH, Best Investors lists 40 registered investment advisory firms with 117 offices nearby, managing about $4.45T in combined regulatory AUM across 1,083,760 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 Sidney

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B 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