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Best financial advisors in Beavercreek, OH

Registered advisers within 25 miles of Beavercreek, OH.

Offices
398
Firms
134
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,039,973 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BOND TECH INC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
IME FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
ONESEVEN
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
NORTHWEST ADVISORY INC
NEWEDGE ADVISORS
HARBOUR INVESTMENTS, INC.
WAVERLY ADVISORS, LLC
FIDUCIARY WEALTH GROUP, LLC

Investors

Damiano Battaglia
Brett S Derrow
KATHERINE M martin
BRAD L DRAGER
Samantha Jean Carver
ROBERT W FRAZIER
RICHARD JORDAN WALLACE
Jakob Mathew Cox
GEORGE MICHEL RASSI
PHILLIP MARTIN
TARA MARIE HESSERT
KEVIN JAMES DUFFIN
DAVID ROBERT HOLTZ
KARL N BORGERSEN
JEFFREY ROBERT HUBER
MICHAEL JOSEPH MARTENS
JONATHAN MICHAEL RICHARD
BEN HOWARD FELDMEYER
Austin Phillip Barnard
MICHAEL SCOTT CARDWELL
ANGELA RENA CURTIS
DWAYNE EDWARD ADAMS
Daniel Wayne Adams
WILLIAM SCOTT BEESON
Mary Kay Cunningham
PHILIP VINCENT GALLAGHER
CHARLIE DAVID POOL
Charles Woodhull
Brandon Fourman
ROBERT E. MONTAVON
THOMAS CHARLES SCHWAB
Gregory A. Rhodes
Kelly Mei Ryerson
Tricia Marteney
Seth R Winkle
MATTHEW CHRISTIAN BAYER
MELISSA LYNN MUELLER
Allen Zachariah Thuma
JEFF HAROLD GROEZINGER
RYAN PATRICK JOHNSON
NICOLE THEISEN STRBICH
BRADLEY PAUL GRIFFITH
Emily M Cozad
Michael O Hays
James Alan Brown
CHRISTINA N ISRAEL
Mitchell Thomas Bodenmiller
TRACY E TRAVIS
Marla Rae Chambers
Christina Lynn Derham
JAY ALLEN BUCKINGHAM
RANDOLPH ERIK GANTT
John Charles Girvin
Joseph Gabriel Doogan

Within 25 miles of Beavercreek, OH, Best Investors lists 134 registered investment advisory firms with 398 offices nearby, managing about $12.8T in combined regulatory AUM across 3,039,973 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 Beavercreek

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM