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Best financial advisors in Winesburg, OH

Registered advisers within 25 miles of Winesburg, OH.

Offices
179
Firms
72
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,675,473 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
HUMMEL WEALTH MANAGEMENT, LLC

Investors

VICTORIA Miriam Burke
Lucas Charles Fox
MATTHEW WILLIAM CAMPBELL
Cale Ogi
Robin C Hovis
JOHN F. BYLER
ZACHARY SCHUCH
Benson E Beachy
Douglas Lee Baltzer
Drew T Baltzer
Ian Paul Sanor
CHRISTINE MARIE SANOR
LARRY LEE CAVALENA
Elaine Marie Parrot
RANDAL RAY LONGACHER
Lesley A Gambone
Jill Henderson
Zachary O. Bishop
MARK ANTHONY MOLK
Steven L Worsham
Christopher Robert Greenland
ROBERT EDWARD GARNER
Benjamin Arthur Walton
KARL DAVID SCHLABACH
HENRY JASON REIFSNYDER
PEYTON JOSEPH GENTRY
TREVOR LINN HOSTETLER
Jordan Leigh Luhring
Steven Thomas Smith
Drew Steven Gooding
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice

Within 25 miles of Winesburg, OH, Best Investors lists 72 registered investment advisory firms with 179 offices nearby, managing about $9.82T in combined regulatory AUM across 1,675,473 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 Winesburg

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM