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Best financial advisors in Port Clinton, PA

Registered advisers within 25 miles of Port Clinton, PA.

Offices
209
Firms
87
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
1.77M
1,768,838 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRIVATE ADVISOR GROUP, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
OPPENHEIMER & CO. INC.
LPL ENTERPRISE, LLC

Investors

David C. Doll
WILLIAM MICHAEL HORAN
NICHOLAS T STABILE
JACKSON TYLER STABILE
RONALD THOMAS STABILE
Francesco Natale Mercuri
E LORI SMITH
Allen R Fidler
TYLER ROBERT SMITH
SUZANNE ANNETTE LAKE
DAVID CHARLES LAUDEMAN
WILLIAM GEORGE HECKMAN
Pamela Guers Palko
Melissa Valentine
MICHAEL GARFIELD TOBASH
Ryan Boyer
Sunshine Grace Newton
JEREMIAH MICHAEL SENSENIG
ROBERT J KLINGER
JAY HOWELL MOYER
Jasten W Prutzman
Dustin Dakota Adam
ANGELO LAVENTURA
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
HAROLD HINNERSCHIETZ
JON TIMOTHY CRONRATH
ALLAN WAYNE CORNMAN
JEREMY DAVID HENN
FRANK PETER SABATUCCI

Within 25 miles of Port Clinton, PA, Best Investors lists 87 registered investment advisory firms with 209 offices nearby, managing about $10.3T in combined regulatory AUM across 1,768,838 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 Port Clinton

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM