Best Financial Advisors in Southpoint, OH

Within 25 miles of Southpoint, OH, Best Investors lists 30 registered investment advisory firms with 63 offices nearby, managing about $9.81T in combined regulatory AUM across 1,391,944 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 Southpoint

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM

Best financial advisors in Southpoint, OH

Nearby offices

CETERA INVESTMENT ADVISERS LLC

LEIF CLARKE WEALTH MANAGEMENT, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

OSAIC WEALTH, INC.

UNITED BROKERAGE SERVICES, INC

EDWARD JONES

RAYMOND JAMES & ASSOCIATES, INC.

FIFTH THIRD SECURITIES, INC.

MWA FINANCIAL SERVICES INC.

EDWARD JONES

STATE FARM INVESTMENT MANAGEMENT CORP.

EDWARD JONES

TRUIST ADVISORY SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

JONDAKNOWS FINANCIAL GROUP, INC.

JONDAKNOWS FINANCIAL GROUP, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

J. W. COLE ADVISORS, INC.

Firms

Investors

Largest firms in Southpoint