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Best financial advisors in Springboro, PA

Registered advisers within 25 miles of Springboro, PA.

Offices
93
Firms
41
Combined AUM
$4.54T
Firm-wide filings, not assets booked only here
Clients
876K
875,693 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
EDWARD JONES
THE AMERIFLEX GROUP
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
LINCOLN INVESTMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
HBKS WEALTH ADVISORS
PARK SHORE PARTNERS LLC
ELITE LIFE MANAGEMENT LLC
ROBBINS WEALTH MANAGEMENT

Investors

DAVID LOUIS ASTRY
Joshua Jordan Chiesa
Robert G Brest
Nicholas Anthony Rinella
Michael Charles Mahoney
Jonathan Taylor Beaton
Hunter Patrick Cox
BRADLEY D SCHWAB
EARLINE ELLA STILTNER
ROY LEE STILTNER
RANDAL LENIS BUETTNER
MICHAEL ALLEN NELLIGAN
MATTHEW CAMERON HAUSMANN
PHILLIP ANDERSON
Rachel Lynne Okorn
DANIEL HUFFMAN
RACHEL DOMINESSY
JON P GLINK
JOSHUA J GOTTRON
NATHAN ALAN SMITH
CHAD VAVPETIC
Joseph Anthony Zappitelli
Ally GraceAnn Durkovic
Jacob Ronald Zappitelli
Kristen Anna Futchko
Anthony Michael Monda
Hayden Wylie Dattilio
JAMES ALLEN LEBZELTER
Joseph Massucci
ANGELA MARIE Bowman
Ryan Wagner
SAMUEL ALBERT MANCUSO
JAMES THOMAS BUTO
ROBERT JASON NICOTRA
CODY BOARTS
SCOTT ALLAN CROSS
Candice Mae Oakley
Gabriel Francis Gallagher
Logan keith Mitchell
CHRISTOPHER MICHAEL ZEHNER
PAUL MICHAEL TAYLOR
IRENE F BUETTNER
STEVEN MICHAEL RINN
BRITTANY LAUREN TAYLOR
Jason Christopher Alward
QUINTO FABIO AMBROSETTI
ZACHARY M. ALLEGRETTI
CHRISTOPHER PAUL ALLEGRETTI
Dakota Mezzacapo
Sarah Noemi Garnica-Saldana
Jonathan Frawley
Rebekah Mary LaCorte
Renee Michelle Brunner
RODRIGO DIAZ
CHRISTINE ANN KUJAN
MICHAEL GUSTAVE WASSMANN
STEVEN ALEX WERYHA
Jeremy T. Shelby
Ryan Alden Williams
Stephanie Joan Terbrock

Within 25 miles of Springboro, PA, Best Investors lists 41 registered investment advisory firms with 93 offices nearby, managing about $4.54T in combined regulatory AUM across 875,693 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 Springboro

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM