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Best financial advisors in Wintersville, OH

Registered advisers within 25 miles of Wintersville, OH.

Offices
74
Firms
36
Combined AUM
$5.63T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,021,196 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
PORTFOLIO MEDICS, LLC
J.P. MORGAN SECURITIES LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SOUND INCOME STRATEGIES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WESBANCO SECURITIES, INC.
STEELOAKS INVESTMENT ADVISERS, INC.

Investors

JOHN WILLIAM CUCARESE
CRAIG W PETRELLA
Robert Paul Aborn
James E Kolb
Paul D Sweeney
MELANIE ANN HARLESS
JAMES C WINGETT
Heather Lynn Reynolds
GARY LEE RICHARDS
JEFFREY ALAN NEDLEY
Misti Lynn Spring-Reader
Rebecca Lynne Blankenship
CASIE LYNN JOHNSON
THOMAS PRESTON FALTER
Cole Evan Tegano
JUSTIN TEGANO
Susan Elaine Pevac
GREGORY RALPH METCALF
MATTHEW Zane MAMULA
NICHOLAS PAUL MAMULA
DAVID PATRICK COWDEN
KENNETH ROBERT PERKINS
EUGENE GEORGE ZRINYI
CHARLES WILBER MCCOY
Henry Snyder
COLLEEN BURGESS
Brooke Megan Carroll

Within 25 miles of Wintersville, OH, Best Investors lists 36 registered investment advisory firms with 74 offices nearby, managing about $5.63T in combined regulatory AUM across 1,021,196 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 Wintersville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM