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Best financial advisors in Bloomingdale, OH

Registered advisers within 25 miles of Bloomingdale, OH.

Offices
73
Firms
35
Combined AUM
$5.60T
Firm-wide filings, not assets booked only here
Clients
999K
999,300 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
KINGSVIEW WEALTH MANAGEMENT, LLC
PORTFOLIO MEDICS, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
SOUND INCOME STRATEGIES, LLC

Investors

Paul Michael Peter Lamm
Rebecca Lynne Blankenship
CASIE LYNN JOHNSON
Paul D Sweeney
Robert Paul Aborn
James E Kolb
CRAIG W PETRELLA
JOHN WILLIAM CUCARESE
MELANIE ANN HARLESS
JAMES C WINGETT
Heather Lynn Reynolds
GARY LEE RICHARDS
JEFFREY ALAN NEDLEY
Misti Lynn Spring-Reader
DAVID PATRICK COWDEN
MATTHEW Zane MAMULA
NICHOLAS PAUL MAMULA
Zachary Thomas Smith
KENNETH ROBERT PERKINS
EUGENE GEORGE ZRINYI
CHARLES WILBER MCCOY
Cole Evan Tegano
JUSTIN TEGANO
Susan Elaine Pevac
GREGORY RALPH METCALF
THOMAS PRESTON FALTER
WILLIAM JOSEPH GARVEY
ROBERT JOSEPH POSITANO
JEFFREY A POSITANO

Within 25 miles of Bloomingdale, OH, Best Investors lists 35 registered investment advisory firms with 73 offices nearby, managing about $5.60T in combined regulatory AUM across 999,300 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 Bloomingdale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM