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Best financial advisors in Baltimore, OH

Registered advisers within 25 miles of Baltimore, OH.

Offices
358
Firms
136
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.55M
2,550,775 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

IAMS WEALTH MANAGEMENT, LLC
EDWARD JONES
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PERSONAL FINANCIAL ADVISORS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
ARCADIA FINANCIAL PARTNERS, LLC
VALMARK ADVISERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
FIFTH THIRD SECURITIES, INC.
OPPENHEIMER & CO. INC.

Investors

MICHAEL PAUL WYANT
Wendell Bennett
JOHN CLAYTON ENTINGH
Russell Joseph Jurecki
ANTHONY J SPRING
JAMES EDMUND HESSELING
CHAD MATTHEW DISBENNETT
Laura Arlene Wall
Jacob Thomas Hrusovsky
DAVID JAY STONE
James L Ward
RONALD ALLEN GILLILAND
LORI LYNN EISEL
Shannon M Young-Frey
Randy Allen Holloway
KASEY ANN Hammer
RONALD EUGENE RUFF
Jennifer Deck
Lauren Elizabeth McDonald
Austin Oliver Griffith
WILLIAM BRYANT WEIMER
Timothy Eugene Byers
Cody Byers
Vonna Wright
CARRIE L. REYNOLDS
JAMES JOSEPH POWERS
Joshua William Gordon
JEFFREY EDWARD KERBLER
CARRIE ANNE CHODERA
DAVID ALEXANDER HERTL
Steven E Ervin

Within 25 miles of Baltimore, OH, Best Investors lists 136 registered investment advisory firms with 358 offices nearby, managing about $11.4T in combined regulatory AUM across 2,550,775 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 Baltimore

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM