Best Investors Account Sign in

Best financial advisors in Batavia, OH

Registered advisers within 25 miles of Batavia, OH.

Offices
713
Firms
281
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,375 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
SPC
CONSOLIDATED PORTFOLIO REVIEW CORP
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
ARDENT CAPITAL MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
ISAACS & ASSOCIATES, LLC

Investors

Adrienne D Reinert
MATTHEW DUSTIN HOOD
Isabel Cristina Arbaiza
MARTIN WILLIAM FRANCIS BRENNEN
Nathan Dillon
KRYSTLE M YOUNG
JAMES DORES
MELODY HERALD
RYAN DYLAN NELSON
Shayne Clephane
THOMAS ERIC BURKHOLDER
MARK EUGENE MASSARO
CAROL ANN PARRY
MARY JOANNE HART
DAVID ROBERT JUNKER
PATRICK DALTON
THOMAS BERNARD DYNES
CHRISTOPHER JAMES DONABEDIAN
Antonio Robinson
Jacob Lilly
LETITIA G FULKERSON
Joshua David Polkow
WILLIAM FRANK LYON
ROBERT ANTHONY NIENABER
Ruiying Tang
Pedro Jose Falconi-Cardenas
WILLIAM JAMES MAXWELL
Trevon Addon Loeser
GUILLERMO MANUEL MILORD
Angelina Ruth Watkins
Daniel Robert Bashinski
REBECCA D MILORD
Karla IRENE KNOX
Hannah N Bertsch
RAY ALLEN ISAACS
PAMELA SUE Davis
Chris Brewer

Within 25 miles of Batavia, OH, Best Investors lists 281 registered investment advisory firms with 713 offices nearby, managing about $17.3T in combined regulatory AUM across 3,109,375 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 Batavia

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 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM