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Best financial advisors in Bedford, OH

Registered advisers within 25 miles of Bedford, OH.

Offices
1,137
Firms
355
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,345,268 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
SILVER OAK SECURITIES, INCORPORATED
BLISS FINANCIAL CONSULTING
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
ST. CLAIR ADVISORS, LLC
REED FINANCIAL SERVICES, INC.
SEIA
CETERA INVESTMENT ADVISERS LLC
CORNERSTONE FAMILY OFFICE, LLC

Investors

DEVOLEON TAYLOR
MICHAEL SCOTT HARLEY
ERIN DALE SCHWAN
THOMAS FRANCIS DOWD
Adam james Bialosky
GEORGE ANASTASAKIS
CHRISTINE TIMASHENKA BULES
BILL DRAGOLAS
TIMOTHY J BAKER
MARK ALAN SUHAY
JAY DAVID MCCLELLAN
JEREMY MICHAEL SAHAM
Richard Bennett Goodwin
DAVID ANDREW JACKSON
WILLIAM ROBERT PERKINS
Gabrielle White
Callan Templeton
MARY JO GILLIGAN
Kevin James Gilligan
RICHARD ALLEN GANIM
JASON ROBERT BORRASSO
CRAIG ANDREW STEINBRINK
FRED G BOTEK
DAVID WILLIAM SOMMER
JANET S EDWARDS
AMANDA ELIZABETH LISACHENKO
Liam A Studt
EVAN WATSON
CHRISTINE SIVAK
REBECCA BAR-SHAIN
HOWARD SLATER
WILLIAM GLUBIAK
MARK MUNDAY
EDWARD DETOMASO
GREGORY S BERLIN
Ronald James Pirro
CATHERINE GALE VERES
CARRIE ANN ROSKO
GENE ALAN FRITZSCHE

Within 25 miles of Bedford, OH, Best Investors lists 355 registered investment advisory firms with 1,137 offices nearby, managing about $19.6T in combined regulatory AUM across 3,345,268 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

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