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Best financial advisors in W Lafayette, OH

Registered advisers within 25 miles of W Lafayette, OH.

Offices
59
Firms
23
Combined AUM
$4.85T
Firm-wide filings, not assets booked only here
Clients
969K
969,087 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EQUITY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC

Investors

JASON ROBERT BRADFORD
Nathaniel Conidi
DANIEL LEE CROY
NICHOLAS SCHMITT
H DEWEY THOMPSON
Kaden Scott Smith
ADAM QUINCY FISCHER
ARTHUR JAMES SAYLOR
Owen M. Smith
DANIEL CHRISTOPHER DUREN
Jason Edward Hammond
SHANE ARTHUR PYLE
Douglas James Speicher
VICTOR ALLEN REIDENBACH
Lucas Charles Fox
VICTORIA Miriam Burke
GRANT THOMAS BECKLEY
BRENT ALAN MARKLEY
MIKELLE B COPELLA
Robert Mitchell Howell
NATHAN TOM LARRICK
Zachary Isaiah Cline
Rory E Stelzer
Jacob Andrew Stelzer
Jordan David Hunkins
Ryan Braglin
Steven Douglas Marvin

Within 25 miles of W Lafayette, OH, Best Investors lists 23 registered investment advisory firms with 59 offices nearby, managing about $4.85T in combined regulatory AUM across 969,087 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 W Lafayette

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