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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

14833 Sidney-Plattsville Rd Hangar Unit G-10
Sidney, OH 45365

21.8 miles away

LPL ENTERPRISE, LLC

110 E. RUSSELL RD SUITE A
SIDNEY, OH 45365

21.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1222 Wapakoneta Ave
Sidney, OH 45365

21.9 miles away

EDWARD JONES

153 VILLAGE GREEN DR
SIDNEY, OH 45365

22.1 miles away

GIANOLA FINANCIAL PLANNING, LLC

1115 N. LIMESTONE STREET
SPRINGFIELD, OH 45503

22.1 miles away

EDWARD JONES

805 North Limestone
Springfield, OH 45503

22.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

115 E Ward St
Springfield, OH 45504

22.4 miles away

LPL FINANCIAL LLC

49 E COLLEGE AVE STE 200
SPRINGFIELD, OH 45504

22.5 miles away

BROOKSTONE CAPITAL MANAGEMENT LLC

1065 Fairington Rd
Sidney, OH 45365

22.5 miles away

LPL FINANCIAL LLC

30 Warder St Ste 200
SPRINGFIELD, OH 45504-2581

22.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

5 W North St
Springfield, OH 45504-2544

22.8 miles away

J. W. COLE ADVISORS, INC.

2754 E. Main Street
Springfield, OH 45503

22.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

239 E COLUMBIA ST STE 100
SPRINGFIELD, OH 45503-4210

22.9 miles away

SOUDERS FINANCIAL ADVISORS, LLC

20 S. Limestone Street Suite 245
Springfield, OH 45502

SOUDERS FINANCIAL ADVISORS, LLC

20 S. Limestone Suite 245
Springfield, OH 45502

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

20 S. Limestone Street Suite 249
Springfield, OH 45502

J.P. MORGAN SECURITIES LLC

2030 W. Michigan St
Sidney, OH 45365

23.3 miles away

EDWARD JONES

604 N VANDEMARK RD
SIDNEY, OH 45365-3553

23.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

670 N Vandemark Rd Ste 101
Sidney, OH 45365

23.4 miles away

EDWARD JONES

675 N VANDEMARK RD BLDG 1
SIDNEY, OH 45365-3552

23.4 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL ENTERPRISE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

GIANOLA FINANCIAL PLANNING, LLC

LPL FINANCIAL LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

J. W. COLE ADVISORS, INC.

SOUDERS FINANCIAL ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

Investors

DALE EDWIN PETERSON

Gerald Lee Vanderhorst

ADAM GERALD VANDERHORST

Andrew Lynn Shaffer

JILL ISAACSON GIANOLA

James Ray Wasinger

Christopher Thomas Hunt

SCOTT WILLIAM KRIZNER

ANDREW DAVID BARLOW

ERIC LEE JOSEPH POWELL

Luke Richard Bertke

NICHOLAS ANTHONY BOECKMAN

CHRISTOPHER MICHAEL WELLS

RICHARD ANTHONY FOREMAN

MICHAEL JOSH PICKARSKI

Jordan Alexandra Foreman

JAMES BRIAN HANNA

KRISTINE JEAN LEWIS

PETER WILLIAM FOREMAN

Catherine C Zaino

PHILIP STEVEN SCOTT

Mark Stephenson

Bart William Little

Kristi M Daniel

Jacinda Elizabeth Fried

Christine J. Hulme

Dominique Suzanne Christman

ASHLEY REINE HIMES

Bryson Ray Long

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