Best financial advisors in West Liberty, OH

Registered advisers within 25 miles of West Liberty, OH.

Offices

85

Firms

32

Combined AUM

$4.28T

Firm-wide filings, not assets booked only here

Clients

973K

972,941 clients when Item 5C has a number

Avg / client

$4.40M

Combined AUM ÷ clients

Nearby offices

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

7465 SR 366 STE A
HUNTSVILLE, OH 43324

EDWARD JONES

1533 MOOREFIELD RD
SPRINGFIELD, OH 45503

17.9 miles away

EDWARD JONES

4917 SECURITY DR
SPRINGFIELD, OH 45503-5651

TAVCO FINANCIAL ADVISORY, INC

4910 OLD MECHANICSBURG RD
SPRINGFIELD, OH 45502

18.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

5000 Urbana Rd
Springfield, OH 45502

18.1 miles away

RANDY L. COPUS AND ASSOCIATES,LLC

180 SOUTH MAIN STREET
LAKEVIEW, OH 43331

18.4 miles away

RANDY L. COPUS AND ASSOCIATES,LLC

180 SOUTH MAIN STREET P.O. BOX 281
LAKEVIEW, OH 43331

18.4 miles away

EDWARD JONES

140 EAST LAKE STREET
LAKEVIEW, OH 43331

18.4 miles away

J.P. MORGAN SECURITIES LLC

406 WEST FIFTH STREET
MARYSVILLE, OH 43040

19.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

103 Professional Pkwy Ste A
Marysville, OH 43040

19.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

246 W 5th St Suite 102
Maysville, OH 43040

19.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

246 W. 5th Street Suite 102
Marysville, OH 43040

19.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

246 W 5th St Ste 102
Marysville, OH 43040

19.9 miles away

KINGSVIEW WEALTH MANAGEMENT, LLC

171 MOREY DR SUTIE C
MARYSVILLE, OH 43040

AMERIPRISE FINANCIAL SERVICES, LLC

220 W 5th St
Marysville, OH 43040-1112

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

127 W. 5TH STREET
MARYSVILLE, OH 43040

KINTRA WEALTH, LLC

127 W. 5th Street
Marysville, OH 43040

KINTRA WEALTH, LLC

127 W. 5th Street, Marysville, OH 43040
Marysville, OH 43040

LPL FINANCIAL LLC

333 SOUTH MAIN STREET
MARYSVILLE, OH 43040

20.1 miles away

EDWARD JONES

101 N MAIN ST
MARYSVILLE, OH 43040-1105

20.1 miles away

Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

TAVCO FINANCIAL ADVISORY, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RANDY L. COPUS AND ASSOCIATES,LLC

J.P. MORGAN SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

KINGSVIEW WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC

KINTRA WEALTH, LLC

LPL FINANCIAL LLC

Investors

JAY PATRICK CLARK

AMY SUE GRUNDEN

James Christopher George

Kimberly Cooley

Todd Anthony Boone

THOMAS JAMES TAVENNER

Jacob Shelburn Mudd

PAMELA SUE CAMPBELL

JOHN HUGHES CAMPBELL

JASON MICHAEL FAULDER

RANDY LYNN COPUS

MARK ALAN WILDER

Kyle David Goins

David Allen Goins

Jacob Morton Kehoe

ERIC WYNN MILHOLLAND

Matthew Wynn Milholland

Joseph Leo Mitchell

Cory Leigh Hixson

STEPHEN PATRICK ZELLER

MARK ROBERT FINNEY

RYAN EDWIN MICKELSON

MEGAN MCCARTHY COLLINS

Jonathan Wade Lawrence

WESLEY WAYNE BEAN

Quinn Mickelson

TONY EDWARD DALTON

JAMES ROBERT VANDRE

JULIA MAE OWENS

Amanda Sue Beecher

Within 25 miles of West Liberty, OH, Best Investors lists 32 registered investment advisory firms with 85 offices nearby, managing about $4.28T in combined regulatory AUM across 972,941 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 Liberty

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM