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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

CETERA INVESTMENT ADVISERS LLC
COORDINATED CAPITAL SECURITIES, INC.
CINCINNATI ASSET MANAGEMENT INC
INDEPENDENT FINANCIAL PARTNERS
JOHNSON INVESTMENT COUNSEL, INC.
PRIVATE ADVISOR GROUP, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MONEY & CLARITY
FAMILY WEALTH ADVISORY GROUP, LLC
HACKMAN FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Hunter Rambin
RANDAL ROE SADLER
WILLIAM SAUER SLONEKER
GARY EDWARD HOLLANDER
GREGORY AARON FRANKLIN
Alexander Michael Wertz
THOMAS JOHN NEESS
JACQUELINE ANNE STACEY
KEITH WAYNE REED
LAURA SAKALAS SMITH
JASON MATTHEW NELSON
EDWARD TAYLOR McDANNOLD
GREGORY SCOTT STACY
Christian James Stacy
DANIEL LAWRENCE CUPRILL
BENJAMIN ADAM LINSER
BENJAMIN ROBERT GROSSHEIM
ROBERT JOHN GROSSHEIM
JAMES JAY HOSKINS
JOSEPH LUKE JONES
STEVEN DUC NGUYEN
JOHN CHARLES SPENCER
MICHAEL ROBERT HACKMAN
Stephen Michael Hackman
ROBERT EDWARD HACKMAN
ROBERT BOYD PATTON
ERIC MICHAEL ALBRIGHT
STEVEN EDGAR SEWARD
AMY RUTH BARKALOW
JON BRIAN PITCOCK
NICHOLAS G PANARO
MARY JANE CHITWOOD

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