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Best financial advisors in Cleveland, NY

Registered advisers within 25 miles of Cleveland, NY.

Offices
223
Firms
86
Combined AUM
$11.7T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,983,816 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
SUMMIT PLANNING GROUP, INC.
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.
J. W. COLE ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRINCIPAL SECURITIES, INC.
EDELMAN FINANCIAL ENGINES
LPL ENTERPRISE, LLC

Investors

Derek Bruce Loomis
Philip Gregory Stevens
Jamie Marie Johnson
STEPHANIE MARIE GARLOCK
ROBERT BARRY ECKERMANN
DAVID JAMES ANDERSON
Liam Joseph Sanborn
THOMAS M SHOEN
CHRISTINE M SMITH
BRIAN A PERDEW
DARREN EMERY GRAHAME
TIMOTHY JAY CORDELL
NICHOLAS JAMES BEITER
REGINALD BRUCE GRANDJEAN
Brett David Grandjean
RICHARD JOHN URCIUOLI
Daniel M Tivnan
Shannon Rae Brown
Kevin H Brown
Adam Parente
Stefano Selenu
ANDRES CANO
DAVID ELSON PALMITER
Evan P Ryan
Stephen Rockhill
MARK J MODZELESKI
GERRI A HARRISON
Elijah A Weiss
Zackery Guerrero
JEFFREY P FRANCISCO
MARIO ANTHONY RECTOR
JOSEPH F BETHMANN
MARK ANTHONY SAYA
LLOYD GEORGE FIX
DOMINIC ANTHONY FIORELLO
LAURENCE JAMES SCHNALL
WILLIAM GERARD DECKER
PAUL JAMES RUBACKA
GERALD CICIARELLI
DONALD EDGAR STOREY
Anthony Cerra
JAMES BRADLEY SLEEPER

Within 25 miles of Cleveland, NY, Best Investors lists 86 registered investment advisory firms with 223 offices nearby, managing about $11.7T in combined regulatory AUM across 2,983,816 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 Cleveland

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM