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Best financial advisors in Upper Sandusky, OH

Registered advisers within 25 miles of Upper Sandusky, OH.

Offices
90
Firms
39
Combined AUM
$8.68T
Firm-wide filings, not assets booked only here
Clients
1.50M
1,503,847 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WESBANCO SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPRENG CAPITAL MANAGEMENT, INC.
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SANCTUARY ADVISORS, LLC

Investors

Heather Margaret Skaggs
Christopher John Daris
CHAD STEVEN BAKER
MARTIN A STANSBERY
Emily Renee Wurm
TODD ALLEN LEIGHTEY
KURTIS PAUL MILLER
BRENT ALAN BARCHENT
ZACHARY DANIEL LUCAS
Tristan Sue Joy
ERIC S SPARLING
HEATHER MARIE BUSSEY
Sean Duane Ritzhaupt
Stephen Donald Ritzhaupt
Anne K Spreng-Cole
THOMAS RYAN BROWN
JAMES ALLEN SPRENG
MICHAEL DAVID DOSTAL
ANDREW JAMES SCHOCH
NATHAN MARSHALL HINESMAN
TYLER CRAIG WYSE
ALAN DIXON
RICHARD DIXON
BRIAN DIXON
Caleb Matthew Ulmer
Morten S Oftedal
Mark Emerson Marquez
Jason Michael Webster
LISA ANN BUSH
LARS ALFRED OLSON
MANOJ SHARMA

Within 25 miles of Upper Sandusky, OH, Best Investors lists 39 registered investment advisory firms with 90 offices nearby, managing about $8.68T in combined regulatory AUM across 1,503,847 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 Sandusky

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM