Best Financial Advisors in Spencer, OH

Within 25 miles of Spencer, OH, Best Investors lists 123 registered investment advisory firms with 340 offices nearby, managing about $12.5T in combined regulatory AUM across 2,748,013 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 Spencer

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM

Best financial advisors in Spencer, OH

Nearby offices

FRACTAL FINANCIAL DESIGN, LLC

FIFTH THIRD SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EDWARD JONES

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

YOUR WEALTH FINANCIAL SOLUTIONS, LLC

ODA AND COMPANY, INC.

ODA AND COMPANY, INC.

EDWARD JONES

EDWARD JONES

FIRST MASON FINANCIAL, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LEXAURUM ADVISORS

CETERA INVESTMENT ADVISERS LLC

FIFTH THIRD SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

J.P. MORGAN SECURITIES LLC

Firms

Investors

Largest firms in Spencer