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Best financial advisors in Union City, OH

Registered advisers within 25 miles of Union City, OH.

Offices
38
Firms
16
Combined AUM
$3.59T
Firm-wide filings, not assets booked only here
Clients
755K
754,985 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CREATIVE FINANCIAL DESIGNS, INC.
CETERA INVESTMENT ADVISERS LLC
CAPITAL CITIES INVESTMENTS
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL ENTERPRISE, LLC

Investors

TIMOTHY ALLAN KLINGENSMITH
Matthew Arthur Haney
Jonathan Mark Yoder
Lori Homan
Abigail Lynn Benter
Scott Edward Benter
Karley Catherine Theurer
ANNETTE RENEE ALEXANDER
TAMRA D KAUFMAN
Cooper Elijah Jacks
TROY ALLEN JACKS
CRAIG ALAN DREES
KEVIN JOSEPH MEIRING
BRYAN KEITH ALEXANDER
Tracy Allen Saunders
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER
Jacob Bruns
Amy Huber
LISA KATTERHENRY HOWE
Amy Rose Fullenkamp
JUSTIN LEE EIGENBROD
JUSTIN ROBERT WISSMAN
Ross Allen Brown
Tanya J Temple
AARON JAMES ROHRBAUGH

Within 25 miles of Union City, OH, Best Investors lists 16 registered investment advisory firms with 38 offices nearby, managing about $3.59T in combined regulatory AUM across 754,985 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 Union City

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM