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Best financial advisors in Xenia, OH

Registered advisers within 25 miles of Xenia, OH.

Offices
349
Firms
126
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,037,528 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JAMES INVESTMENT RESEARCH INC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
BOND TECH INC

Investors

ERIC LEON MONTGOMERY
DONALD E. CAIN
Kent Gregory Montgomery
NATHAN JAMES SANER
Heather M Abshear
BRUCE ALAN NEWELL
DOUGLAS C. ZEIGLER
Collin Arthur Crowe
Heather Lanae Daum
Michael Allen Reed
ANDREW DUNCAN POPE
Ryan Beach
Sarah Louise Selke
BRIAN PHILIP SHEPARDSON
TRENT DEVAUN DYSERT
David James McGowan
RICHARD BRIAN CULPEPPER
ANNETTE MARIE QUINTER
RYAN MICHAEL POST
DIANE MARIE ROSE
LESLEY DAWN OTT
Ashlee Danette Walton
Carson Paul Zimmer
BRIAN DAVID SMITH
JERALD LEWIS BUTTS
MICHAEL ANTHONY LUNDY
DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN
BRANDON BLEVINS
BRAD L DRAGER
Samantha Jean Carver

Within 25 miles of Xenia, OH, Best Investors lists 126 registered investment advisory firms with 349 offices nearby, managing about $12.7T in combined regulatory AUM across 3,037,528 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 Xenia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM