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Best financial advisors in Alpha, OH

Registered advisers within 25 miles of Alpha, OH.

Offices
376
Firms
130
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,037,727 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITY SERVICES, INC.
EDWARD JONES
G. A. REPPLE & COMPANY
PNC WEALTH MANAGEMENT LLC
JAMES INVESTMENT RESEARCH INC
OSAIC WEALTH, INC.
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
HARBOUR INVESTMENTS, INC.

Investors

BRIAN DAVID SMITH
JERALD LEWIS BUTTS
MICHAEL ANTHONY LUNDY
Carson Paul Zimmer
DANIEL EARL WOLODKIEWICZ
ALEXANDER DANIEL WOLODKIEWICZ
Amy Allen
Michael Allen Beard
MARTIN FRANCIS HUMMEL
BRENT JACKSON
JOHN H CAMPBELL
STEVEN MICHAEL RYAN
BRANDON BLEVINS
Jack Ryan Herbst
Ryan Mills
James Lee
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
JOSEPH MCGRATH MAHER
DANIEL EDWARD GRIFFITH
DAVID ALAN SMITH
MICHAEL A COZAD
KAILEE NOELLE HISS
Ethan Zielazny
KILA MICHELLE FRISK
Matthew James DiFilippo
STEVEN ANTHONY DUDLEY
SETH L SCHUMAKER
ANDREW J. NOTHSTINE
Sarah Louise Selke
Collin Arthur Crowe
WALTER JOSEPH RODERER
Timothy Schmale
David Richard Heberling

Within 25 miles of Alpha, OH, Best Investors lists 130 registered investment advisory firms with 376 offices nearby, managing about $12.8T in combined regulatory AUM across 3,037,727 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 Alpha

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