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Best financial advisors in Bedford Heights, OH

Registered advisers within 25 miles of Bedford Heights, OH.

Offices
1,089
Firms
346
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,345,591 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

VANTAGE FINANCIAL GROUP, INC.
ENZA FINANCIAL, LLC
FIFTH THIRD SECURITIES, INC.
INDEPENDENCE WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIVERVIEW RESEARCH, LLC
STRATEGIC WEALTH PARTNERS, LTD.
SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.
JANNEY MONTGOMERY SCOTT LLC
JOHNSON INVESTMENT COUNSEL, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MICHAEL FRANCIS CLEARY
JAMES FREDRICK HENYEY
GEORGE DANIEL SMITH
KEMPER DAVID ARNOLD
WILLIAM CHARLES WITT
SCOTT GERALD FISCHER
JOSEPH ROSS CREA
LINDA ANN CAHILL
Drew M Gill
LINDA ANN GRAHAM
CHRISTOPHER CHARLES KICHURCHAK
Shreya Sharma
STEPHEN ANDREW YARMESCH
SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI
DEREK MICHAEL GABRIELSEN
Matthew Allen Bures
NATHAN MICHAEL FISCHER
John Douglas Root
COLE NIKLAUS FRISCHMAN
RICHARD Robert EICHELDINGER
ROBERT JOHN LAMBERT
Samuel Brown Petitjean
ANTHONY CHRISTIAN GILLAIZEAU
CHRISTINE ANN KALT
ANTHONY NICHOLAS DEBALTZO
DAVID RICHARD LAPUMA
BRYAN DAVID GLANCY
WALTER ENGLISH MOORE
ROBERT EMMETT BURNS
AMY LYNN COOPER
BRIAN MICHAEL TAMMARO
TIMOTHY MICHAEL NOVAK
Brandon Plumb
Jacob Paul Karnow
CHRISTIS GEORGIOU
Brandon Tyler Davidson
Christian James Brandetsas

Within 25 miles of Bedford Heights, OH, Best Investors lists 346 registered investment advisory firms with 1,089 offices nearby, managing about $19.6T in combined regulatory AUM across 3,345,591 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 Bedford Heights

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