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Best financial advisors in Saint Marys, OH

Registered advisers within 25 miles of Saint Marys, OH.

Offices
114
Firms
32
Combined AUM
$4.61T
Firm-wide filings, not assets booked only here
Clients
987K
987,272 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LATITUDE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
W&S BROKERAGE SERVICES, INC.
SPC
GRADIENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC

Investors

Travis Michael Elsass
Sandra Jean Boesche
JOSEPH SPECK
JORDAN ANDREW BRACKMAN
ADAM JOSEPH MEYER
Jenson Merricle
JEFFREY ALAN DIERINGER
KEVIN PAUL GLASS
Trisha Marie Barnes
Katie Elson
KEITH ALLEN FLEDDERJOHANN
DEAN ROBERT MOELLER
BRIAN ROBERT STEPHAN
James Hiles
TUAN Minh PHAM
TOMMIE ELWOOD LEININGER
MARK ANDREW NAGY
ALAN ELMER WOLTERS
Janell Marie Kuck
AMANDA M HOMAN
Douglas M Bertke
Christopher P Mohler
Amy Marie Wicker
Eric Wendell Mohler
Molly Maureen Shreffler
Richard C. Denning
Marlene Elizabeth Gagel
Matt Joseph Muhlenkamp
Todd Jeffrey Belden
Lucas Severt
Chad Franklin Metzger
Lois Ann Davis
Jeffrey William Overberg

Within 25 miles of Saint Marys, OH, Best Investors lists 32 registered investment advisory firms with 114 offices nearby, managing about $4.61T in combined regulatory AUM across 987,272 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 Marys

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM