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Best financial advisors in Vandalia, OH

Registered advisers within 25 miles of Vandalia, OH.

Offices
378
Firms
127
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,038,033 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
EDWARD JONES
SOUND FINANCIAL INVESTMENT MANAGEMENT, LLC
PFS INVESTMENTS INC.
ONEAMERICA SECURITIES, INC.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GUDORF FINANCIAL GROUP, LLC
PROSPERA FINANCIAL SERVICES, INC.

Investors

BRIAN P DAULTON
Arthur Coates
Dillon Sims
KEVIN P LARGER
WILLIAM STEPHEN SHUFFLEBARGER
KIMBERLY ANN BISH
DAVID ARTHUR YENNEY
James Jacob Cox
John Raymond Cox
Jordan Andrew Peterson
BEAU TYLER BRYANT
CHRISTOPHER MARK STREHLE
FOREST WILLIAM MOSES
ROBERT A EYRICH
NICHOLAS KAVALAUSKAS
CHRISTINE ANNE MAGOTEAUX
DONALD MAURICE WILLIAMS
STACY LYNN STAPLES
MICHAEL ALAN THEIN
NATHANIEL AARON ABNEY
JAMES EDWARD STEFANOFF
RICHARD KELLER
CHARLES DALE DAUGHERTY
Wanda F Long
LAWRENCE PETER POHL
CHARLES MCCARTY
RICHARD TUVELL
WILLIAM EARL FURAY
DANIEL M. GUDORF
Allison Marie Szkody
STEVEN JAY ALLREAD
DARRELL ALAN PATRICK
RAYMOND RICHARD THOMES
SEAN E GRILLOT
Shari N Stone
Scott Leonard Young

Within 25 miles of Vandalia, OH, Best Investors lists 127 registered investment advisory firms with 378 offices nearby, managing about $12.7T in combined regulatory AUM across 3,038,033 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 Vandalia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM