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Best financial advisors in Avon Lake, OH

Registered advisers within 25 miles of Avon Lake, OH.

Offices
563
Firms
205
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,807,203 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDGEWATER PRO SPORTS FINANCIAL
LANDING POINT FINANCIAL GROUP
STRATOS WEALTH PARTNERS, LTD
CETERA INVESTMENT ADVISERS LLC
PROSPERITY CAPITAL ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.

Investors

JOHN WILLIAM WIRTZ
MICHAEL J ROGERS
Justin Joseph Robertson
DANIEL WRIGHT HARRIS
Luis Arturo Patten
JARRETT PAUL MEHALIK
Robert Alan Brooks
Bryan Buhoveckey
MICHAEL JAMES BAKER
SHAWN DAVID BRUNNER
Evan Robert Potts
Morgan Woods
JOHN GERARD VERTAL
Joshua David Szafranski
DAVID ALLEN SZAFRANSKI
JOEY LEE FLINNER
CASEY MARIE DAVIS
WILLIAM CAMPBELL FERBER
Garrett Allen Bourbina
SUSAN S VASU
BRIAN DEREK MORGAN
ROBERT ANTHONY BOVE
STEPHEN JAMES DZUREC
Aric Gordon
David A. Meler
CLINT W GAULT
DAWN MARIE DEMPSEY-SMERKE
Jennifer Lee Musille
SHAWN JASON MCCORMICK
ANDREW JOHN MCDONNELL
RONALD SKOWRONSKY
LUCAS GRANT COLANTONI
MICHAEL NICKOLAS BORATO
Dalyn Lee Herrmann
CELENEA LYNN BREWER
GARY JOEL MENDELOW
ANITA MARIA ADAMS
Chad Dennis Weigl
Joseph Frederick Voellm
Sarah Nicole Warnkin
Caleb David Burr
JASON L SMITH
BRYAN J BIBBO
Justin Brady Grossman
Raymond Loeser
Patrick Leon
KEVIN CHARLES KOZLOWSKI
THERESA SDRAKAS
JAMES PAUL JUMP
NATHAN BLAKE WILMOT

Within 25 miles of Avon Lake, OH, Best Investors lists 205 registered investment advisory firms with 563 offices nearby, managing about $15.3T in combined regulatory AUM across 2,807,203 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 Avon Lake

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM