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Best financial advisors in Worthington, OH

Registered advisers within 25 miles of Worthington, OH.

Offices
809
Firms
300
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,188,451 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PHYSICIANS WEALTH SOLUTIONS, LLC
COMMON WEALTH MANAGEMENT LLC
APTUS WEALTH MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
ARD ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
GRAVER CAPITAL MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.

Investors

MATTHEW CHARLES HATCHEL
JOHN QUIMJIAN
JOHN ROBERT STEWART
MARK WILLIAM KAMANN
VERNA LEE RUBY
JOSHUA ALLAN PICK
CHAD PATRICK BUDY
Charles H Sampson
BRADLEY HITZEMAN
Zachary Allen Shepard
MARK WILLIAM HAVANEC
Troy Gerschutz
Isaiah Neeper
Thomas M. Birkley
Douglas Krantz
THOMAS SCOTT DAWSON
Michael Roush
CHRISTOPHER ALAN GILL
LARRY DEAN QUEEN
THOMAS RAY BATES
VICTOR FREDRICK NEWMAN II
DASHONDA DOMINIC JONES GOINS
STEVEN WAYNE MILLER
PATRICIA LOUISE WOGERMAN
Aurelia Jeanette Jackson
CANDACE LE'NORA DUKES
DAVID LYNN DEBERRY
BRANDON J THORNWELL
RACHEL WILLIAMS
CHRISTOPHER PASCUCCI
TAYLOR WALLS
JOHN ROBERT DEITRICK
TONY M PRITCHETT
STEPHEN CHARLES MATHEWS
MICHAEL EDWARD MENNING
GREGG RALPH BALLOU
Peter James McCarthy
MICHAEL CHARLES BALLOU
CHARLES HERBERT BALLOU
RONALD ARTHUR LOWIS
JUSTIN NICHOLAS JAMES
JAMES HARRISON GRAVER
Terrance P Hennessy
Lukas Gabriel Rakowsky
BRIAN EUGENE SOUDER

Within 25 miles of Worthington, OH, Best Investors lists 300 registered investment advisory firms with 809 offices nearby, managing about $19.5T in combined regulatory AUM across 3,188,451 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 Worthington

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM