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Best financial advisors in Sunbury, OH

Registered advisers within 25 miles of Sunbury, OH.

Offices
771
Firms
295
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,830 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
INTEGRITY ALLIANCE, LLC.
SUMMIT GLOBAL INVESTMENTS, LLC
CORECAP ADVISORS
USA FINANCIAL SECURITIES LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
SWISHER FINANCIAL CONCEPTS, INC.
HARDING FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Kelsey M Burgett
Shane Jarrett
Shannon J Bauer
Johnathan S Frankel
Robert Michael Hetterscheidt
THEODORE SCOTT ALEXANDER
BRUCE MAGNUM HULL
ADAM GRIGGS
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
Kevin Michael Fields
MICHAEL CLINTON EVANS
SCOTT EDWIN DYE
ALBERT NOBLE DONAHEY
SEAN ALAN STARK
MARTIN LEE JERWERS
Jacob Beddow
WILLIAM EUGENE WARD
CHRISTOPHER LAWRENCE JOHNSTON
JASON SCOTT FLISCHEL
Geoffrey Charles Strohn
Nathaniel Golden
Monica Buckhout
Tiffany Lynn Dailey
Christopher Urbano
ORRIN JASON NORDSTROM
Lincoln Bullock
Timothy A Bullock
DANIEL EDWARD WOLFORD
MICHAEL A HENN
ZACHARY Allen KOUNTZ
BRETT SCOTT VANDERVORT
Christopher Aaron Brubaker
MICHAEL ROBERT HARDING
Michael William Holly
Bennett James Steinfurth
Tamara Kaye Colvin
LIA KOAL CASINO
Stewart Lee Flaherty

Within 25 miles of Sunbury, OH, Best Investors lists 295 registered investment advisory firms with 771 offices nearby, managing about $19.2T in combined regulatory AUM across 3,186,830 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 Sunbury

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM