Best Investors Account Sign in

Best financial advisors in Valley City, OH

Registered advisers within 25 miles of Valley City, OH.

Offices
779
Firms
262
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,941,258 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GROSS INVESTMENTS LLC
WAY STREET FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
PRINCETON CENTER PLANNING AND INVESTMENTS, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.

Investors

David J Bolgar
JOSEPH F ROMITO
HOWARD JOSEPH GROSS
JASON ROBERT THOMSON
ANGEL Richelle WAY
PHILLIP L AMEDURI
Nicholas Rimac
Percy James Potts
DAVID MARTIN MCLAUGHLIN
CHRIS ANTHONY FERRANTE
DAVID BROWN
PAUL RUSSELL OFFILL
GEORGE ELIAS
PHILLIP RODNEY WEISBROD
Matthew Carl Rhode
DERRICK J COPE
Jeremy Southworth
MATTHEW JAY MOWCHAN
Jerod Anthony Scheetz
Jack Michael Payne
MICHAEL JOHN BUDZIK
KEVIN MICHAEL QUIGLEY
JAMES EDWARD KENT
SCOTT JAMES TINTER
RICHARD CHARLES WARD
PAUL VINCENT PATRICK
NORMAN RALPH MULDER
WAYNE LEE GRAY

Within 25 miles of Valley City, OH, Best Investors lists 262 registered investment advisory firms with 779 offices nearby, managing about $18.5T in combined regulatory AUM across 2,941,258 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 Valley City

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM