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Best financial advisors in Wellsville, OH

Registered advisers within 25 miles of Wellsville, OH.

Offices
97
Firms
45
Combined AUM
$6.33T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,060,764 clients when Item 5C has a number
Avg / client
$5.96M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MDH INVESTMENT MANAGEMENT, INC.
STEELOAKS INVESTMENT ADVISERS, INC.
SOUND INCOME STRATEGIES, LLC
ALIGHT FINANCIAL ADVISORS, LLC
WESBANCO SECURITIES, INC.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
ON INVESTMENT MANAGEMENT CO
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSVIEW WEALTH MANAGEMENT, LLC
PORTFOLIO MEDICS, LLC

Investors

William Clayton Payne
EMMALEE JANE MATTERN
DAVID ROBERT BICKERTON
THOMAS PRESTON FALTER
JASON MICHAEL ROBERTS
Brooke Megan Carroll
MICHAEL ALLEN PAYNE
SARA MELISSA PAYNE
DEWEY JOSEPH GUIDA
DONALD JOHN KENDRICK
COLLEEN BURGESS
Henry Snyder
JOHN WILLIAM CUCARESE
PAMELA KAY WEAVER
Todd Ray Hogan
Austin Ray Hogan
JENNY LYNN POLKOVITCH
Rebecca Lynne Blankenship
CASIE LYNN JOHNSON
Paul D Sweeney
Robert Paul Aborn
CRAIG W PETRELLA

Within 25 miles of Wellsville, OH, Best Investors lists 45 registered investment advisory firms with 97 offices nearby, managing about $6.33T in combined regulatory AUM across 1,060,764 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 Wellsville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM