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Best financial advisors in Winona, OH

Registered advisers within 25 miles of Winona, OH.

Offices
140
Firms
58
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.03M
2,028,506 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
AUSDAL FINANCIAL PARTNERS, INC.
SSB MANAGED WEALTH, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUE WEALTH DESIGN, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HBKS WEALTH ADVISORS

Investors

John Carl Messina
Rachel S Hancock
ZACHARY ALDEN BRINKLEY
Christopher Yappel
Sarah Boros
Katerina Athena Siamidis
DAVID JAY COLWELL
DAVID B CRISS
DAVID THOMAS FARRAGHER
Jonathan Vazquez
Douglas Earl Esenwine
TRAVIS ALAN LICHTENFELD
Donald Jordan Mack
Daniel Duric
John Chandler Haskins
SOL H CHALHOUB
JOHN GROSS
RYAN N RICART
Philip Warner
Nicholas Balante
Ricky Chisholm
Jordan L Evans
KENNETH JAMES CHODZIN
MATTHEW JAMES MAPLEY
DAWN KIMBERLY MULLENAX
JENNIFER JO VANADIA
BRIAN R SHREVE
JARVIS HALL
AUSTIN LACEY ALAMANDER HOLBROOK
RYAN PAUL PROKOPIUS
GARY MARTIN SCHINDLER
EDWARD FRANCIS PERO
JONATHAN ROSS MESOK
MATTHEW E KALLIO
NATHAN ANDREW KAUFMAN
SETH NIZAR TAHA
JO ANN DESMARTEAU-TRUSNIK
STEVEN M KOCHOVSKI
MICHELLE LEE HANSEN
SUSAN BERNICE COY-KAMPH
SUSAN ELAINE MEISSNER
Diane Walker Evans
STEVEN DAVID VALE
Carl R Garrison
Debra J. Danks
GEORGE BURNS
Lynette Irene Wilson
Michael Joseph Messina
Nicholas James Messina
BRYAN MICHAEL RENNER
Nicholas Coletta
KEVIN JOSEPH HELMICK
DANIEL ANDREW CVERCKO
Anthony Joseph Amendola
SHASEEN TIFFANY YOBE
Spencer Andrew Smith
LINDA JEAN CAREY
Ethan Kawecki
Seth Littleton
G Byron Frederick Abrigg
Tamara Jayne Gilmartin
Corey O. Richards
David Joseph Fischesser
TAYLOR SCOTT DOEMEL
KATHLEEN MARIE INDIANO
BRIAN TUPPER
Richard Hofus
MARIE ELIZABETH STUDNIARZ RUDOLPH
Nicholas Cannon
Kolton Rominski
JOHN DAVID MORVAY
MICHAEL SCOTT LYTLE
ROBERT ANTHONY STUDNIARZ
CARL KIRCHNER
SAMUEL DAVID FRIES
Christina Lynn Vlosich
TIFFANY M. BROOMFIELD
Douglas M Shodd
Jessica Morrow
RICHARD CHARLES MORROW
ROBIN LYNN ROBERTS
THOMAS J TARANTO
Anthony James Scrocco
AMY JO SHOPE
BRIAN MICHAEL LEHNER

Within 25 miles of Winona, OH, Best Investors lists 58 registered investment advisory firms with 140 offices nearby, managing about $10.1T in combined regulatory AUM across 2,028,506 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 Winona

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM