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Best financial advisors in Woodville, OH

Registered advisers within 25 miles of Woodville, OH.

Offices
312
Firms
106
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,067 clients when Item 5C has a number
Avg / client
$3.74M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOURTH DIMENSION FINANCIAL GROUP
EVERGREEN WEALTH MANAGEMENT, LLC
THE HUNTINGTON INVESTMENT COMPANY
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Brian Joseph Greggila
JOSEPH EDMUND CLEMENT
JORDAN BROOKS MOORE
HEATHER L STANSFIELD
AARON T MOORE
Larry Othel Dean
Courtney R Hammer
Austin Scott Dean
Gino Nick Chiappetta
Jerrad Lee Shiets
ERIN R. FLOWER
JACOB CHARLES CHALUPA
Kevin Smith
ETHAN PENDRY
Gregory Phillip Row
RYAN JACOB SHERWIN
Devin Vaughn Zeisset
JASON RYAN REPP
JAMES EDWIN BUNKE
BRENT EDWARD SHIMMAN
FRANK JOSEPH DOBNIKAR
Zachery Briggs
ADAM BRENT CUFR
DAVID C BENSCH
STEPHEN LAWRENCE HANLEY
Matthew H Moyer
Cheryl Gill
Brian Matthew Davis

Within 25 miles of Woodville, OH, Best Investors lists 106 registered investment advisory firms with 312 offices nearby, managing about $11.3T in combined regulatory AUM across 3,035,067 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 Woodville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM