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Best financial advisors in So Bloomingville, OH

Registered advisers within 25 miles of So Bloomingville, OH.

Offices
53
Firms
21
Combined AUM
$4.26T
Firm-wide filings, not assets booked only here
Clients
955K
955,112 clients when Item 5C has a number
Avg / client
$4.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
SRS WEALTH MANAGEMENT
MML INVESTORS SERVICES, LLC
4 STAR ADVISORY SERVICES LLC
LIFETIME FINANCIAL PLANNING SOLUTIONS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Matthew Ross Dresbach
Zachary Adam Holbert
WILLIAM KEEGAN RATHKAMP
Angela Hill
ADAM CHRISTOPHER HALM
Matthew Paul Edler
Kristina L. Blevins
Charles LeLand Barrows
Paul A Kersell
Cynthia K Moyer
Benjamin Wilkey
JEFFREY KISTLER JONES
Shawn Thomas Higginbotham
Todd Childers
PENNY L WASEM
JAMES CLAIR CULVER
William Eldon Culver
JAMES ROBERT LEWIS
Thomas Edward Rose
Adam Wayne Custer
Jeffrey D Buchwalter
SCOTT MICHAEL BRADEN
SETH VAUGHN HARGROVE
Jeffrey Ryan Williams
Charles Harry Pockras
James Patrick Hooks
Daniel McIlwain Malone
Dave A Christensen
Ian Henry Webb
DAVID HENRY WEBB
GARY MATTHEW BOSART
John Zang
Brian D Long
Bryce P Long
NATHANIEL ALAN WOLLENBERG
KEITH AARON LEWIS
JOHN ALLEN CINDIA
WILLIAM BLAISE CONTE

Within 25 miles of So Bloomingville, OH, Best Investors lists 21 registered investment advisory firms with 53 offices nearby, managing about $4.26T in combined regulatory AUM across 955,112 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 So Bloomingville

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM