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Best financial advisors in West Mansfield, OH

Registered advisers within 25 miles of West Mansfield, OH.

Offices
60
Firms
25
Combined AUM
$4.20T
Firm-wide filings, not assets booked only here
Clients
959K
958,897 clients when Item 5C has a number
Avg / client
$4.38M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
KINTRA WEALTH, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
PRIVATE CLIENT SERVICES, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

STEPHEN PATRICK ZELLER
MARK ROBERT FINNEY
RYAN EDWIN MICKELSON
MEGAN MCCARTHY COLLINS
Jonathan Wade Lawrence
WESLEY WAYNE BEAN
JAMES B COX
Tyler Metzger
Quinn Mickelson
TONY EDWARD DALTON
Amanda Sue Beecher
Lindsey Marie Williams
JAMES ROBERT VANDRE
JULIA MAE OWENS
JOSHUA Tyler REYNOLDS
Cory Leigh Hixson
Kyle David Goins
David Allen Goins
KRISTEN L GAUDIOSE
Deborah Melinda Vincent
BRIAN DOUGLAS PHILLIPS
Paul Douglas Carmean
Erik Federer
Kyle Wesley Johnston
STEPHEN ANDREW MCBRIDE
JAY PATRICK CLARK
AMY SUE GRUNDEN
Erin Marie Brown-Eizensmits
Laura Duncil

Within 25 miles of West Mansfield, OH, Best Investors lists 25 registered investment advisory firms with 60 offices nearby, managing about $4.20T in combined regulatory AUM across 958,897 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 Mansfield

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