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Best financial advisors in Waverly, OH

Registered advisers within 25 miles of Waverly, OH.

Offices
28
Firms
12
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
463K
463,222 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
JANNEY MONTGOMERY SCOTT LLC
PFS INVESTMENTS INC.
MONEY CONCEPTS CAPITAL CORP

Investors

Ronald Lee Endicott
Brandon Laine Adkins
MATTHEW DAVID CRACE
TYLER LANDON WILLIAMS
Sarah Louise Marcum
EDWARD BRYANT ROBERTS
DANIEL RAY ROBINSON
Natalie Paige Dulaney
Laura Vanessa Baker
Natalie Rebekah Barnett
Tyler Trimble
JARRELL ADAM WITTY
RALPH DAVID STRICKLAND
JAMES FREDERICK SCHAFER
LEVI MICHAEL GERBER
JOSEPH ADAM UHRIG
TRISTAN C CHRISMAN
Clare Marian Schwemlein-Brownfield
TAMMY RENEE ASHWORTH
Seth Michael Ash
Joseph Lafreniere
HUBERT LEE STRANGE
Zachary Adam Holbert
WILLIAM KEEGAN RATHKAMP
Olivia Lauren Dresbach
Benjamin Karst
KENNA MURIEL HESSELING
WILLIAM RAYMOND WILLIS
Matthew Ross Dresbach
Cody Alexander Stapleton
Matthew Paul Edler

Within 25 miles of Waverly, OH, Best Investors lists 12 registered investment advisory firms with 28 offices nearby, managing about $3.44T in combined regulatory AUM across 463,222 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 Waverly

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 JANNEY MONTGOMERY SCOTT LLC 1,031 clients · 1,379 advisers $110B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM