Best financial advisors in Williamsport, OH

Registered advisers within 25 miles of Williamsport, OH.

Offices

68

Firms

24

Combined AUM

$5.94T

Firm-wide filings, not assets booked only here

Clients

957K

956,645 clients when Item 5C has a number

Avg / client

$6.21M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

214 WEST MAIN STREET
CIRCLEVILLE, OH 43113

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

133 W. MOUND ST.
CIRCLEVILLE, OH 43113

J.P. MORGAN SECURITIES LLC

100 EAST MAIN STREET
CIRCLEVILLE, OH 43113

EDWARD JONES

116 EAST MAIN STREET
CIRCLEVILLE, OH 43113-1726

FIFTH THIRD SECURITIES, INC.

159 EAST MAIN STREET
CIRCLEVILLE, OH 43113

EDWARD JONES

610 NORTHRIDGE RD SUITE C
CIRCLEVILLE, OH 43113

10.5 miles away

J.P. MORGAN SECURITIES LLC

47 NORTH LONDON
MT. STERLING, OH 43143

12.2 miles away

EDWARD JONES

3400 STATE ROUTE 752 SUITE C
ASHVILLE, OH 43103

12.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

407 S Elm St
Washington Court House, OH 43160

16.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1575 B N. Bridge Street
Chillicothe, OH 45601

16.8 miles away

LPL FINANCIAL LLC

2151 WESTERN AVENUE
CHILLICOTHE, OH 45601

17.2 miles away

EDWARD JONES

20 EXECUTIVE CENTER DRIVE SUITE B
CHILLICOTHE, OH 45601

17.2 miles away

CREATIVE FINANCIAL SOLUTIONS, LLC

310 E. COURT STREET
WASHINGTON C. H., OH 43160

17.3 miles away

CREATIVE FINANCIAL SOLUTIONS, LLC

310 E. COURT ST.
WASHINGTON COURT HOUSE, OH 43160

17.3 miles away

EDWARD JONES

247 E COURT ST
WASHINGTON CT HS, OH 43160

17.3 miles away

LPL ENTERPRISE, LLC

138 S. FAYETTE ST
WASHINGTON COURTHOUS, OH 43160

17.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

150 W COURT ST
WASHINGTON CH, OH 43160

17.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2607 London Groveport Rd
Grove City, OH 43123-9844

17.7 miles away

J.P. MORGAN SECURITIES LLC

2731 London Groveport Rd
Grove City, OH 43123

17.7 miles away

EDWARD JONES

76 N PLAZA BLVD
CHILLICOTHE, OH 45601-1757

17.8 miles away

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

J.P. MORGAN SECURITIES LLC

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

CREATIVE FINANCIAL SOLUTIONS, LLC

LPL ENTERPRISE, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

CALEB JAMES NICKELL

DAVID HENRY WEBB

Dave A Christensen

James Patrick Hooks

Daniel McIlwain Malone

SCOTT MICHAEL BRADEN

SETH VAUGHN HARGROVE

Jeffrey Ryan Williams

Charles Harry Pockras

Jonathan T Meenach

ANDREW JOHN LEWIS

MEGAN FOSTER CARROLL

ADAM CHRISTOPHER HALM

Matthew Paul Edler

MARK RICHARD CASTO

JEREMY TY KELLEY

Justin Taylor Dawson

STANLEY BRUCE WEILAND

ROBERT SCOTT HERRON

CALLIE J. JACOBS

James P. Klausman

William John Betson

Within 25 miles of Williamsport, OH, Best Investors lists 24 registered investment advisory firms with 68 offices nearby, managing about $5.94T in combined regulatory AUM across 956,645 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 Williamsport

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM