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Best financial advisors in Amherst, OH

Registered advisers within 25 miles of Amherst, OH.

Offices
345
Firms
115
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,728,878 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CORECAP ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC

Investors

Lisa Maria Kopco
JOHN MIKLOVIC HYNEMAN
ROBERT NELSON STCLAIR
John R Donnelly
Derek Craig Hamons
JOHN LAWS
Robert Michael Janik
Robert Charles Lord
CHARLES JOHN CHAPMAN
Steven Scott Schmittle
Max Schmittle
Tara Jones
Terry Lee Caudill
Sylvia Anderson
Thomas Daniel Chaplin
Paul Hoffman
Scott Alan Hughes
JOSEPH MICHAEL MELENICK
GREGORY EDWARD SZABO
RYAN FRANCIS WHITE
AERIN ELIZABETH SIROW
JOSHUA P MARVIN
Mark Richard Green
ZACHARY STILLMAN
JEFFREY ROBERT MARIEA
MICHAEL JOHN LOTKO

Within 25 miles of Amherst, OH, Best Investors lists 115 registered investment advisory firms with 345 offices nearby, managing about $12.7T in combined regulatory AUM across 2,728,878 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 Amherst

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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