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Best financial advisors in Saint Louisville, OH

Registered advisers within 25 miles of Saint Louisville, OH.

Offices
117
Firms
49
Combined AUM
$9.05T
Firm-wide filings, not assets booked only here
Clients
1.47M
1,467,397 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

VALMARK ADVISERS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MOUNT VERNON FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
SIGNATURE EQUITY PARTNERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT
CORECAP ADVISORS
J.P. MORGAN SECURITIES LLC

Investors

KEVIN LEE SPEARMAN
Olivia M Groves
Kenton Mickley
LANCE JAMES SPEARMAN
Allen Jacobson
Brian Don Van Winkle
TIMOTHY SHAWN WORKMAN
Zachary J Falbo
Jacob Christopher Bresnahan
DAVID JOSEPH KUHN
J. Burke Howard
Nicki Pifer
Sara Anne Mankins
Alexander Vaughan Bullock
Lewis Cropper
JOSHUA C STROUSE
Charles A Powell
Gregory Bryce Coffing
Cade Leach
MEGAN GENTILLE
Timothy Joseph Nemecek
Callie Elizabeth Reed
Nicole Bainbridge
MICHAEL SHANE KAYS
James L Ward
Ryan Louis Fischer
ADRIAN J KARAS
JACOB R SANSOM
DERRICK EDWARDS
Jeffrey C Jones
Anish Rajgolikar
James Lucas Gundling
JULIAN JOSEPH GUILFOYLE
LAUREN C COOPER
Jason David Daly
Joseph A Kieffer
Jacob Butler
Jeff Claude Bonhomme

Within 25 miles of Saint Louisville, OH, Best Investors lists 49 registered investment advisory firms with 117 offices nearby, managing about $9.05T in combined regulatory AUM across 1,467,397 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 Saint Louisville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM