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Best financial advisors in Brownhelm, OH

Registered advisers within 25 miles of Brownhelm, OH.

Offices
337
Firms
114
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,722,486 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
ARCHER INVESTMENT CORPORATION
INDEPENDENCE CAPITAL CO., INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
AMFG WEALTH MANAGEMENT LLC

Investors

EDWARD MICHAEL KILPATRICK
ALEXANDER FRANCIS DIVITO
CHRISTOPHER JOHN DIVITO
Jonathan Allan Pulito
MICHAEL G ROMANELLO
David J Bolgar
Michael Kay Miller
RACHAEL LYNN FUTO MASCHARI
MICHAEL VANCE DOUGLAS
ALLISON DEE BATT
AUGUST WILLIAM ALLENDORF
Crystal Gale Hall
EMILY R HIPP
Nicholas Brown
Dustin Davies
CANDICE LYNN STRYKER-IRLBACHER
JOEL JUDSON JENSEN
AUGUST MATTHEW GOLINSKI
Michael Anthony Norman
JEREMY MICHAEL BOK
KRISTEN LEE ZINGALE
DAVID GARY WOLFE
JOSEPH SEAN ARNOLD
TYLER GRAMSZ
James Edward Eastwood
ZACHARIAH J. SPICER
ALFRED JAMES FERONTI
STEVEN J MATTERN
RYAN PATRICK MCKEAN

Within 25 miles of Brownhelm, OH, Best Investors lists 114 registered investment advisory firms with 337 offices nearby, managing about $12.6T in combined regulatory AUM across 2,722,486 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 Brownhelm

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM