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Best financial advisors in Broadview Heights, OH

Registered advisers within 25 miles of Broadview Heights, OH.

Offices
1,120
Firms
352
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,342,835 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
CUNNINGHAM WEALTH MANAGEMENT
FINANCIAL MANAGEMENT STRATEGIES, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
CORNERSTONE ASSET MANAGEMENT SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CBS FUNDING, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
STONEX ADVISORS INC.

Investors

Andriy Sachovskyy
JO ANN DESMARTEAU-TRUSNIK
Callan Templeton
MARY JO GILLIGAN
Kevin James Gilligan
RICHARD ALLEN GANIM
JASON ROBERT BORRASSO
ANTHONY LEE VAN KEUREN
DAVID JAMES METZGER
DENNIS CHARLES JACKSON
DAVID C BARTH
RYAN RADONICH
TIMOTHY ROBERT HOLDSWORTH
DANIEL BRADY COTTER
TIMOTHY J COWDRICK
ALEX JOSHUA MCKENNA
Sean Michael McCoy
Steven John Biltz
MICHAEL A LEWIS
GLENN NMN CUNNINGHAM
JAMES LOUIS DAVIS
DANIEL PATRICK CUNNINGHAM
KYLE EOIN KENNEDY
CHARLES BRIAN ELLIOTT
GEOFFREY FRANCIS NOVACK
Andrew Mark Frizzell
Alexander Casimir Novack
AUSTIN JOHN LINDEN
GEORGE JOSEPH RANDALL
JOHN FREDERICK STAUFFER
ANTONIO F CIBELLA
JEFFREY CHARLES KNOX
Bryce A Ramer
MEGHAN E FOLEY
ANTHONY DAVID ANDERSON
MARK S WEAVER
ANTHONY JOSEPH SEARCY
RODNEY ALAN STASTNY
MANUEL CORTEZ GONZALEZ
Markus Everett Weaver
GEORGE ANASTASAKIS
CHRISTINE TIMASHENKA BULES
BILL DRAGOLAS
TIMOTHY J BAKER
MARK ALAN SUHAY
JAY DAVID MCCLELLAN
ERIN DALE SCHWAN
Elaine Patrice Bartels
STEVE JAMES PERSONS
SHARON MARIE STADUL
Christopher M Madrigal
Shreya Sharma
MARK FRANCIS BREEN
Jason Lee Seifert
MICHAEL THOMAS FIELD
Angela M. Kinch
CAROLINE MARIA LUKEZ BYRNE
ANN MARIE IGLAI

Within 25 miles of Broadview Heights, OH, Best Investors lists 352 registered investment advisory firms with 1,120 offices nearby, managing about $19.5T in combined regulatory AUM across 3,342,835 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 Broadview 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