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Best financial advisors in Burbank, OH

Registered advisers within 25 miles of Burbank, OH.

Offices
254
Firms
112
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,734,560 clients when Item 5C has a number
Avg / client
$4.53M
Combined AUM ÷ clients

Nearby offices

Firms

GJW INVESTMENT ADVISER LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
CROSBY ADVISORY GROUP, LLC
LIVELSBERGER FINANCIAL ADVISORY
EDWARD JONES
RIVER WEALTH MANAGEMENT LLC
PINNACLE ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
AUSTIN WEALTH SOLUTIONS
ASPIRE GROWTH PARTNERS LLC
ONEDIGITAL

Investors

JAMES EDWARD ZIDD
JOSEPH PATRICK WATTERS
CHRISTOPHER JOHN WINKELMANN
JEFFREY THOMAS DEETER
NATHAN MARC CROSBY
Derek Ballinger
JARROD RAY LIFER
DONALD MERVIN GRAHAM
LYNN LOUIS LIVELSBERGER
DEREK ROBERT TAYLOR
Benjamin Key
SCOTT WILLIAM HUFF
TIMOTHY JAMES PLONSKI
Kory J Wiita
David J Bolgar
PATRICK WILLIAM HARRINGTON
CODY AARON AUSTIN
DAN D TRINTER
Michael James Sunderman
Jason Matthew Zangmeister
STEVEN S ZANGMEISTER
NICOLE MARIE WOLFE
TAMARA ANN MULLALLY
CHARLES MANWARING MADDEN
CRAIG C GABEL

Within 25 miles of Burbank, OH, Best Investors lists 112 registered investment advisory firms with 254 offices nearby, managing about $12.4T in combined regulatory AUM across 2,734,560 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 Burbank

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM