Best financial advisors in Wren, OH

Registered advisers within 25 miles of Wren, OH.

Offices

62

Firms

22

Combined AUM

$4.06T

Firm-wide filings, not assets booked only here

Clients

953K

953,426 clients when Item 5C has a number

Avg / client

$4.26M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

101 SOUTH MAIN ST.
BLUFFTON, IN 46714

21.2 miles away

EDWARD JONES

116 S JEFFERSON
OSSIAN, IN 46777

21.3 miles away

OSAIC WEALTH, INC.

110 W CHERRY ST
BLUFFTON, IN 46714

21.3 miles away

LINCOLN INVESTMENT

211 Water Street Ste. C
Bluffton, IN 46714

21.3 miles away

PNC WEALTH MANAGEMENT LLC

304 WEST MARKET STREET
BLUFFTON, IN 46714

21.4 miles away

CETERA INVESTMENT ADVISERS LLC

840 OHIO ST.
DELPHOS, OH 45833

22.3 miles away

EDWARD JONES

969 WERLING RD
NEW HAVEN, IN 46774

22.5 miles away

ANWEILER FINANCIAL MANAGEMENT, LLC

618 PROFESSIONAL PARK SUITE 2
NEW HAVEN, IN 46774

22.5 miles away

ANWEILER FINANCIAL MANAGEMENT, LLC

618 PROFESSIONAL PARK
NEW HAVEN, IN 46774

22.5 miles away

PFS INVESTMENTS INC.

610 PROFESSIONAL PARK DR SUITE C
NEW HAVEN, IN 46774

22.5 miles away

EDWARD JONES

10848 Rose Ave Suite 1
NEW HAVEN, IN 46774

22.6 miles away

EDWARD JONES

311 SR 930 E
NEW HAVEN, IN 46774-0000

22.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

309 State Road 930 E
New Haven, IN 46774-1366

22.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

312 N Main St
Delphos, OH 45833

22.9 miles away

OSAIC WEALTH, INC.

114 E 3rd St
Delphos, OH 45833

22.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

229 E. SECOND STREET
DELPHOS, OH 45833

CETERA INVESTMENT ADVISERS LLC

815 WEST MAIN STREET
COLDWATER, OH 45828

23.2 miles away

EDWARD JONES

106 SOUTH SECOND STREET
COLDWATER, OH 45828

23.4 miles away

FIFTH THIRD SECURITIES, INC.

1110 EAST TILLMAN ROAD
FORT WAYNE, IN 46816

23.5 miles away

EDWARD JONES

1875 E 5TH ST SUITE A
DELPHOS, OH 45833

Firms

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

LINCOLN INVESTMENT

PNC WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

ANWEILER FINANCIAL MANAGEMENT, LLC

PFS INVESTMENTS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FIFTH THIRD SECURITIES, INC.

Investors

DANIELLE MARIE THOMPSON

Larry Alan Smith

ALEXANDER KERRY KISTLER

RANDALL KERRY KISTLER

JOSEPH LOUIS STREVELER

ERIC STEVEN BLESSING

MICHAEL BOBILYA

Stephanie Michelle Patton

ANTHONY PAUL RAHRIG

Brian Douglas Clay

Teresa Ann Lebo

Justin Robert Moon

ROBERT DALE ANWEILER

TODD JEFFREY NEWKIRK

SANDRA CACEUS-NEWKIRK

Barbara Ann Rafalowski

Bryan Joseph Eakle

Parker Daniel Watts

JOHN MICHAEL PARKER

Alex Odenweller

JENNIFER NICOLE MOENTER

BRADEN LEE DAUTERMAN

JAMES WALTER HARTING

RENEE LINN KNOTH

MARY JANE KOESTERS

DANIEL J KOESTERS

Janell Marie Kuck

JACOB ROBERT SCHMIDT

Jonathan Mark Yoder

JENNIFER MEDLIN

DAVID MARSHALL LIVINGSTON

Corey Patrick Norton

Robert Anthony North

Ross Patrick Thompson

Within 25 miles of Wren, OH, Best Investors lists 22 registered investment advisory firms with 62 offices nearby, managing about $4.06T in combined regulatory AUM across 953,426 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 Wren

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM