Best financial advisors in Waldo, OH

Registered advisers within 25 miles of Waldo, OH.

Offices

276

Firms

117

Combined AUM

$14.0T

Firm-wide filings, not assets booked only here

Clients

2.59M

2,593,491 clients when Item 5C has a number

Avg / client

$5.41M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

377 E WILLIAM ST
Delaware, OH 43015

11.6 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

18 West William Street
Delaware, OH 43015

11.6 miles away

EDWARD JONES

595 SUNBURY ROAD
DELAWARE, OH 43015

11.6 miles away

FIFTH THIRD SECURITIES, INC.

229 S. SANDUSKY ST.
DELAWARE, OH 43015

12.2 miles away

EDWARD JONES

11 S MAIN STREET
MOUNT GILEAD, OH 43338-0268

12.2 miles away

J.P. MORGAN SECURITIES LLC

16 N. MAIN STREET
MT GILEAD, OH 43338

12.2 miles away

PRINCIPAL SECURITIES, INC.

367 E Blagrove St Ste L
Richwood, OH 43344

13.6 miles away

THE HUNTINGTON INVESTMENT COMPANY

DELAWARE BANKING OFFICE 1750 COLUMBUS PIKE
DELAWARE, OH 43015

13.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1750 Columbus Pike
Delaware, OH 43015-2726

13.8 miles away

SUMMIT GLOBAL INVESTMENTS, LLC

8775 Birkdale Drive
Sunbury, OH 43074

14.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2225 Marseilles Galion Rd W
Morral, OH 43337-9356

16.5 miles away

EDWARD JONES

9 W NORTH ST
OSTRANDER, OH 43061

16.7 miles away

EDWARD JONES

116 N MILLER DR #A
SUNBURY, OH 43074

17.3 miles away

J.P. MORGAN SECURITIES LLC

115 ST RTE 3
SUNBURY, OH 43074

17.6 miles away

EDWARD JONES

4 S VERNON STREET
SUNBURY, OH 43074

17.9 miles away

INTEGRITY ALLIANCE, LLC.

80 S. Columbus Street
Sunbury, OH 43074

CONCORDIA WEALTH PLANNING, LLC

6556 Valley Oak Dr
Powell, OH 43065

STATE FARM INVESTMENT MANAGEMENT CORP.

5875 Evans Farm Dr Unit L
Lewis Center, OH 43035

18.3 miles away

OSAIC INSTITUTIONS, INC.

7319 Sawmill Parkway
Powell, OH 43065

18.8 miles away

J.P. MORGAN SECURITIES LLC

7451 SAWMILL PKWY
POWELL, OH 43065

18.9 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

THRIVENT INVESTMENT MANAGEMENT INC.

FIFTH THIRD SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

PRINCIPAL SECURITIES, INC.

THE HUNTINGTON INVESTMENT COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

SUMMIT GLOBAL INVESTMENTS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

INTEGRITY ALLIANCE, LLC.

CONCORDIA WEALTH PLANNING, LLC

OSAIC INSTITUTIONS, INC.

Investors

JESSICA IRENE FORMAN

Sarah Catherine Kahaian

Dustin Tyler Hostutler

Andrew Phillip Bower

JASON TRAVIS BROOKE

BRIAN KENNETH DAVIS

JOHN FELIX ALTIERI

HEATHER MARIE BUSSEY

Erin Marie Brown-Eizensmits

Kelsey M Burgett

Shannon J Bauer

Johnathan S Frankel

Robert Michael Hetterscheidt

THEODORE SCOTT ALEXANDER

BRUCE MAGNUM HULL

ANDREW JONATHAN SILVER

JASON SCOTT FLISCHEL

Nathan D K Cooper

Within 25 miles of Waldo, OH, Best Investors lists 117 registered investment advisory firms with 276 offices nearby, managing about $14.0T in combined regulatory AUM across 2,593,491 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 Waldo

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM