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Best financial advisors in Van Wert, OH

Registered advisers within 25 miles of Van Wert, OH.

Offices
66
Firms
23
Combined AUM
$4.42T
Firm-wide filings, not assets booked only here
Clients
965K
965,375 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LINCOLN INVESTMENT

Investors

Kyle Joseph Wheeler
DOUGLAS ALAN SUTTON
Evan Sutton
Eric Hurless
Mark Robert Laurent
Sara R Mesing
BARTON Taylor COOK
MARSHALL MARRACCINI
Thaison E Leaser
Ryan John Lindemann
Kristi Jean Warnecke
TISHA MICHELLE FAST
Veronica Cuevas
Kendra Diane Goodlin
George R Scott
Pamela Cao
MARCIA ANNETTE GOBROGGE
MATTHEW RICHARD CRANDALL
DAVID CLAIR CRANDALL
Bradley Robert Musshel
Christopher Randall Ridley
Stephanie Michelle Patton
ANTHONY PAUL RAHRIG
Alex Odenweller
JENNIFER NICOLE MOENTER
BRADEN LEE DAUTERMAN
CLARA L HANF
Corey Patrick Norton
Robert Anthony North
Ross Patrick Thompson
JAMES DAVID SMITH
CHRISTOPHER ROBERT JOHNSON
Philip John Recker
Zachary Christopher Colpaert
Dustin Bantz
DONNA J FOSDICK-BAUMANN
Phillip Sollman

Within 25 miles of Van Wert, OH, Best Investors lists 23 registered investment advisory firms with 66 offices nearby, managing about $4.42T in combined regulatory AUM across 965,375 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 Van Wert

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM