Best Investors Account Sign in

Best financial advisors in Willshire, OH

Registered advisers within 25 miles of Willshire, OH.

Offices
66
Firms
22
Combined AUM
$4.56T
Firm-wide filings, not assets booked only here
Clients
968K
967,805 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
ONEASCENT FINANCIAL SERVICES LLC
CWM, LLC
MIDWEST CAPITAL FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DONNA J FOSDICK-BAUMANN
Phillip Sollman
Zachary Christopher Colpaert
Dustin Bantz
JOSHUA STUART SMITH
KEITH H BLYTHE
Hailey Berniece Beer
AGNES ANN SCHOCH
Dylan Joseph Rose
Jerry O Baughman
MICHAEL ALAN HAMILTON
Christopher G Colpaert
Veronica Cuevas
Kendra Diane Goodlin
George R Scott
TISHA MICHELLE FAST
Thaison E Leaser
Ryan John Lindemann
Kristi Jean Warnecke
MARSHALL MARRACCINI
BARTON Taylor COOK
Pamela Cao
MARCIA ANNETTE GOBROGGE
MATTHEW RICHARD CRANDALL
DAVID CLAIR CRANDALL
Bradley Robert Musshel
Christopher Randall Ridley
Mark Robert Laurent
Sara R Mesing
Eric Hurless
DOUGLAS ALAN SUTTON
Evan Sutton
Kyle Joseph Wheeler
Lorie Ann Garwood
Tina Ann Marbach
ROGER LEE FLUECKIGER
Christopher P Mohler
Amy Marie Wicker
Eric Wendell Mohler

Within 25 miles of Willshire, OH, Best Investors lists 22 registered investment advisory firms with 66 offices nearby, managing about $4.56T in combined regulatory AUM across 967,805 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 Willshire

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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