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Best financial advisors in Upper Sandsky, OH

Registered advisers within 25 miles of Upper Sandsky, OH.

Offices
89
Firms
38
Combined AUM
$6.72T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,086,863 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
ASSET ONE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
HIXON ZUERCHER CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT
FIFTH THIRD SECURITIES, INC.
TLG ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Moises Gonzalez
CLYDE JAMES REASNER
JASON HAROLD HINAMON
JOHN ROBERT REINEKE
DANIEL RICHARD MACIEJEWSKI
JANE ELLEN RADABAUGH
Charles E Rogers
MARCY RAE BIBLER
TITUS David ALLEN
Nicole Renee Wagner
Leah N Cook
Joseph P. Schaefer
David H. Anzicek
Jessica Anne Hinks
Austin A Wilson
Jordan Marc Shaw
JOSHUA W ROBB
Chase James Rose
ANTHONY J. HIXON
PHILLIP P. LAWSON
MARK WILLIAM LONG
ANGELA LOUISE SCHUMAKER
Uriah Burke
Matthew Thomas Leddy
Sarah E Courtney
JONATHON Binkley BONNORONT
CARMEN A. MANGIOLA
ELLEN M MYERS
Dominic Mangiola
DOUGLAS B. BONNORONT
JULIA LOUISE BARCHENT
CHAD EDWARD EDEL
John Edel
LAWRENCE CHARLES COPELAND
RANDY JAY YODER
MICHAEL ANDREW RATTIGAN
THOMAS CLARK PHILLIPS
Spencer M Giesige
MARLENE D HOORMAN
Annika Mackenzie Liebrecht
Andrew Keith Stepleton
Harold Richard Rowe
James Herbert Powell
Jeffrey David Stratton
Stephen Michael Vajskop
Wayne Christopher Korpics
ROBERT MICHAEL GEPHART
Dylan Matthew Pritchett
SHARON ELIZABETH ZIMMERLY
Jack Thomas Metz
BRENT DANIEL JACKSON
Angela Rae Lemmon
Bradley Zoeller
John Wehe Irwin
TIMOTHY JOHN BRACY

Within 25 miles of Upper Sandsky, OH, Best Investors lists 38 registered investment advisory firms with 89 offices nearby, managing about $6.72T in combined regulatory AUM across 1,086,863 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 Upper Sandsky

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM