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Best financial advisors in South Vienna, OH

Registered advisers within 25 miles of South Vienna, OH.

Offices
83
Firms
28
Combined AUM
$3.98T
Firm-wide filings, not assets booked only here
Clients
956K
956,246 clients when Item 5C has a number
Avg / client
$4.16M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

TIMOTHY EUGENE WRIGHT
THOMAS JAMES TAVENNER
Jacob Shelburn Mudd
Zane Allen Foucht
Brendan Patrick Shea
MICHAEL JOSH PICKARSKI
James Christopher George
Kimberly Cooley
Todd Anthony Boone
David Andrew Stroud
STEVEN EVERETTE STROUD
Tyler Tucker
DAVID EDWARD FOLEY
Rebecca Lynn Gorby
BRYAN JAMES CENKY
KEVIN DWAYNE MARTIN
Sarah Ann Clemans
Rachel Jayne Day
JILL ISAACSON GIANOLA
James Ray Wasinger
Christopher Thomas Hunt
Jordan Alexandra Foreman
JAMES BRIAN HANNA
KRISTINE JEAN LEWIS
PETER WILLIAM FOREMAN
Zachary Avery
PAMELA SUE CAMPBELL
JOHN HUGHES CAMPBELL
SCOTT WILLIAM KRIZNER
ANDREW DAVID BARLOW
ERIC LEE JOSEPH POWELL
CHRISTOPHER MICHAEL WELLS

Within 25 miles of South Vienna, OH, Best Investors lists 28 registered investment advisory firms with 83 offices nearby, managing about $3.98T in combined regulatory AUM across 956,246 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 South Vienna

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM