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Best financial advisors in Blake, OH

Registered advisers within 25 miles of Blake, OH.

Offices
480
Firms
169
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,929,051 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
R&B FINANCIAL CONSULTANTS
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STONEX ADVISORS INC.
EDWARD JONES
FIRST MASON FINANCIAL, LLC
PRELUDE FINANCIAL
B.A. SCHROCK WEALTH MANAGEMENT
ODA AND COMPANY, INC.
YOUR WEALTH FINANCIAL SOLUTIONS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.

Investors

RICHARD EDWARD DOYLE
BRYAN LEE LAUBAUGH
HANNAH KOTT MAGRUM
KRISTY LYNN Beal
ROBERT ALLEN HENDERSON
JOHN MICHAEL MCGEE
Bradley Robert Shook
DANIEL JEROME MASON
SCOTT S HALEY
Matthew Kristin Loveless
Roddy Blake Loveless
William Kurtz
Adam Kyle Jones
JOHN MICHAEL MUNKA
Amelia Lee Urbanik
KEITH EDWARD LOCKWOOD
Daniel John Oaklief
BENJAMIN ARTHUR SCHROCK
COLLEEN GOODWILLIE
Joseph Albert Rodella
STANLEY ODA
PATRICIA SUE HORNAK-BOX
Gregory Alan Wohlwend
Amanda A Sharratt
Sean R Dodd
KARL EDWARD ELSASS
BETH ANGELA RANDALL-DODD
EDWARD FRANCIS PERO

Within 25 miles of Blake, OH, Best Investors lists 169 registered investment advisory firms with 480 offices nearby, managing about $15.9T in combined regulatory AUM across 2,929,051 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 Blake

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