Best Investors Account Sign in

Best financial advisors in Westerville, OH

Registered advisers within 25 miles of Westerville, OH.

Offices
849
Firms
315
Combined AUM
$20.0T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,387,542 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
ADAPTATION FINANCIAL ADVISORS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
YARGER WEALTH STRATEGIES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
OSAIC ADVISORY SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
ARSENEAU FINANCIAL
ELEVATION FINANCIAL PARTNERS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Ronald Norman Riebe
ALEXA NICOLE REINIGER
DAVID JOHN REINIGER
JOHNNY L BERRY
ALAN PHILIP NIEMANN
FRED J ABBOTT
NAOMI SUE ROBERTS
JONATHAN LAIRD YARGER
TIMOTHY MARK SCHOLTEN
THEODORE WESLEY WINDERS
STEPHAN ROBERT EDWARD JARVIE
RYAN MATHEW MCCLANAHAN
Elmer E Garcia
Nicole Marie Wiethe
Julius Bih Huan Fang
Alexis Inez Pennypacker
Ronald Roy Zeppernick
STEVEN THOMAS MORGAN
JASON PAUL CODREA
Garin Ray Rydalch
PATRICIA Jean MCCONNELL
Anthony Scott Pelfrey
KEVIN K RICHARD
MARK JOHN POSEY
SHAWN MICHAEL ARSENEAU
Deana Christine Arseneau
John Holden McKewen
ALLEN LEE WEAVER
Sathaporn Sathaporn Nguapha
DANIEL PATRICK MILLER
JANET LEA GABEL
WILLIAM MITCHELL GARNER
Karalyn Fielding
RICHARD JOHN MARTIN
ANDREW I HAYEK

Within 25 miles of Westerville, OH, Best Investors lists 315 registered investment advisory firms with 849 offices nearby, managing about $20.0T in combined regulatory AUM across 3,387,542 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 Westerville

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