Best Investors Account Sign in

Best financial advisors in West Jefferson, OH

Registered advisers within 25 miles of West Jefferson, OH.

Offices
702
Firms
275
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,648 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

COX & COOK WEALTH ADVISORS
OIF MANAGEMENT CORP.
OIF MANAGEMENT II, L.L.C.
ACCESS WEALTH GROUP, LLC
ONEDIGITAL
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LECLAIR WEALTH PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
SANCTUARY ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GRAVER CAPITAL MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERIDIAN WEALTH MANAGEMENT, LLC
TRULY PROSPER FINANCIAL PLANNING LLC
COLUMBUS WEALTH MANAGEMENT
LYNCH FINANCIAL GROUP
CETERA INVESTMENT ADVISERS LLC
CHARLES SCHWAB & CO., INC.

Investors

JAMES DANIEL COX
CORY BENTON COOK
RYAN ALLEN RETCHER
SHENGDE LIU
CHRISTOPHER ADAM WATSON
VICTOR FREDRICK NEWMAN II
Zachary Allen Shepard
Mitchell J Towne
LAUREN MATTHIESSEN
STEVEN EDWIN LECLAIR
LAITH M KHALAF
CLAYTON J. J CALLAHAN
LOGAN LARIVEE
JULIE C KAYSER
BRIAN SCOT STEVENSON
MATTHEW ALAN GRAY
JASON WESLEY SHAW
GREGORY ERIC RUFF
WILLIAM CARL NEWLAND
LINDSEY MICHAELIDES
GEOFFREY A. ANDREW MERL
BRANDON HANEY
JASON SAMUEL KNAPP
JESSICA LYNN DIEMER
Michael Derrow
MARK HETRICK
CHARLES ROMANO
JOSEPH ERIC SWARO
MATTHEW THOMAS NOBLE
EVAN F WILLIAMS
RICHARD TIMOTHY COCHRAN
GREGORY R BRUN
LYNNETTE WORSTELL
BETHANY B DEMASSIMO
MATTHEW LANDIS TERWILLIGER
Ethan Michael Bourn
DONALD PAUL BROUGH
TIMOTHY OWEN MCGARVEY
MEIG-AN MAVOURNEEN YORK
TOM NEIL ZENTZ
William Nathaniel Johnson
Jessica Wells
Olivia Louise Brough
PETER A DUNLAP
Joie L Hanley
FREDERICK NATHANIEL BRYAN
CHRISTOPHER EDWARD ADKINS
PAUL SUTTON KOSLING
JOSEPH ARTHUR DOTOLO
JOHN T LEAHY
JAMES HARRISON GRAVER
Terrance P Hennessy
Lukas Gabriel Rakowsky
BRIAN EUGENE SOUDER
GREGG RALPH BALLOU
Peter James McCarthy
MICHAEL CHARLES BALLOU
CHARLES HERBERT BALLOU
RONALD ARTHUR LOWIS
RENEE BONSELL
Matthew Michael Brandeburg
Nicholas Jeffery Daniel
MATTHEW JAMES DANIEL
DOUGLAS M. LYNCH
JOHN CHARLES LYNCH
TODD JOSEPH GOURNO
Charles Wan
Wendy S Brinker

Within 25 miles of West Jefferson, OH, Best Investors lists 275 registered investment advisory firms with 702 offices nearby, managing about $19.1T in combined regulatory AUM across 3,186,648 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 West Jefferson

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 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM