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Best financial advisors in Avon, OH

Registered advisers within 25 miles of Avon, OH.

Offices
632
Firms
226
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
2.91M
2,911,792 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PROSPERITY CAPITAL ADVISORS
EDGEWATER PRO SPORTS FINANCIAL
LANDING POINT FINANCIAL GROUP
STRATOS WEALTH PARTNERS, LTD
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
FIFTH THIRD SECURITIES, INC.
ELIOS FINANCIAL GROUP, INC.
DEFIANT FINANCIAL SERVICES LLC
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC

Investors

Raymond Loeser
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
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
Steven J Podhradsky
JOHN GERARD VERTAL
KEVIN CHARLES KOZLOWSKI
THERESA SDRAKAS
Brandon Michael Steinhagen
JAMES THOMAS ELIOS
MICHAEL JOSEPH DELGRECO
Casey Johansen
Benjamin Roy
David Eric Mosberg
JEFFREY SCOTT WARNKIN
GAYLE MARIE JENDZEJEC
JEFFREY DOMINIC DATTOLO
DAVID T BUCKWALD
RICHARD THADDEUS LINCOLN
SETH ARIEL MEISLER
Shane James Clarke
RYAN J WARNER
CHARLES RYAN EHRENFRIED
SARAH FLANDERS SORIA
DAVID MATTHEW ALISON
MARIE L MADARASZ
WAYNE ALAN BARKER
Darrin Mitchel McComas
BLAKE ALLEN SMITH
Lisa Maria Chenet
Matthew Ryan Yakimow
JOSEPH MICHAEL SALERNO
CAROL ANN SCHMIDLIN
Julie Thompson Manning
MELODY MICHELE LOWE
KYLEAH Parson Lee
BRIAN DANIEL MINIER
William C Guthrie
Marci Hodge
TIMOTHY PAUL BOGERT
STOYAN PETEV PETEV
GIANCARLO CAPODANNO
Danielle FARINA D'Angiolillo
PHILIP BRANDT
ADAM SPENCER CAREY
ASHWINI KUMAR AHLUWALIA
ANTHONY THOMAS SWIDERSKI
ANDREW SERZAN
TIMOTHY JOSEPH HAAS
KURT M ARSENEAU
Grace Nicholson
David Griswold
Joshua Soria
Ebony Rideau
Farrin Elizabeth Schetter
James Michael DeLucia
AARON MICHAEL VAUGHN
LUKE W RIPIENSKI
RYAN PATRICK ASHER
RAQUEL B PACHECO
ROBIN MARIE GRAY
TEODORE JOHN KRAWEC
JOHN MIDDLETON
ANDREW JOSEPH LUKCSO
TIMOTHY JOHN LEONARD
IGNATIUS DONALD PERMADI
CLAUDIA CLARE DONNELLY
JOHN LAWRENCE ARCH
NATALIE MARIE SUTCLIFFE
CHAD ALLAN DWORZNIK
JORDAN KRAWEC
FELICIA MASSEY
GEORGE L MICHALKE
DANIEL MATTHEW LATHAM
GLENN ANDERSON DARRAH
BRYAN JOSEPH KISSLING
DENNIS CHAMPA
CLINT RICKETT
PATRICK EDWARD HEALY
MEGAN HOHOLSKI
ANDREW MICHAEL LEEMAN

Within 25 miles of Avon, OH, Best Investors lists 226 registered investment advisory firms with 632 offices nearby, managing about $16.7T in combined regulatory AUM across 2,911,792 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

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM