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Best financial advisors in Versailles, OH

Registered advisers within 25 miles of Versailles, OH.

Offices
105
Firms
38
Combined AUM
$4.43T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,089,020 clients when Item 5C has a number
Avg / client
$4.07M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
CALTON & ASSOCIATES, INC.
PRINCIPAL SECURITIES, INC.
EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
LINCOLN INVESTMENT
LPL FINANCIAL LLC

Investors

ERIC DAVID BIGGS
Barbara Ann Barnhart
DANIEL PAUL WATREN
SCOTT A GARRISON
ZACHARY ALLEN STEINBRUNNER
John Alexander Barga
WESLEY SCOTT WILT
JAKE A FASHNER
Phillip James Pierri
CLAIRE KRESS NEISWANDER
MATTHEW DWIGHT ARNOLD
NICHOLAS ANDREW BURNS
CRYSTA M BLOOMINGDALE
MARK MICHAEL WRIGHT
Zachary Adam Bruening
CRAIG ALAN DREES
KEVIN JOSEPH MEIRING
Brad Hare
Lexi M. Damewood
TYLER JOHN POEPPELMAN
TERRY W MAY
TRENT MAY
GARY LYNN CLOYD
DOUGLAS ALAN SHIELDS
Todd Charles Subler
Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
Christian Michael Stueve
David Edward Connelly
Seth Alan Kelch
STEVEN MARK EITING
DAVID R OLIVER
Jacob Bruns
Amy Huber
ANDREW DAVID SCHMITMEYER
JOHN SCHMITMEYER

Within 25 miles of Versailles, OH, Best Investors lists 38 registered investment advisory firms with 105 offices nearby, managing about $4.43T in combined regulatory AUM across 1,089,020 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 Versailles

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM