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Best financial advisors in Barb, OH

Registered advisers within 25 miles of Barb, OH.

Offices
650
Firms
200
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,974,584 clients when Item 5C has a number
Avg / client
$5.67M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BRUTON CHISNELL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
B.A. SCHROCK WEALTH MANAGEMENT
PRELUDE FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
ROYAL FUND MANAGEMENT, LLC
SULLIVAN PINNACLE ADVISORS, LTD.

Investors

DENNIS GLENN LIDDLE
HUGH PATRICK MCMICHAEL
Peter Husted
Adam M Ward
BRIAN KEITH HINKLE
JOSEPH PATRICK WATTERS
Erik Wayne Johnson
Sean Patrick Curtis
MICHAEL KAY CRANDALL
DANIEL BRIAN ISHEE
DAVID PHILIP BRINDLEY
EDWARD FRANCIS PERO
Sean R Dodd
KARL EDWARD ELSASS
BETH ANGELA RANDALL-DODD
Gregory Alan Wohlwend
KEITH EDWARD LOCKWOOD
Daniel John Oaklief
BENJAMIN ARTHUR SCHROCK
COLLEEN GOODWILLIE
Joseph Albert Rodella
SCOTT S HALEY
Douglas Alan Radefeld
RICHARD LYNN NESTER
Nicholas Stangelo
Brooke Michelle Roth
PATRICK L SULLIVAN
BRIAN LEE BEEBE
FRANCIS Edward FACTORA

Within 25 miles of Barb, OH, Best Investors lists 200 registered investment advisory firms with 650 offices nearby, managing about $16.9T in combined regulatory AUM across 2,974,584 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 Barb

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM