Best Investors Account Sign in

Best financial advisors in Centerville, OH

Registered advisers within 25 miles of Centerville, OH.

Offices
383
Firms
132
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,059,130 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
FIRST COMMAND ADVISORY SERVICES
WESTMINSTER FINANCIAL ADVISORY CORP
RAM AND OAK INVESTMENT PARTNERS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STRATEGIC ADVISERS LLC
IME FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC

Investors

ALLETTA LYNN GONZALEZ
BRAD E BAIRD
BRIAN M ANDZIK
ROBERT RANDALL BOLIN
ADAM GLEN HENDRICKS
SHANA L SELLERS-MCELROY
Zachary R Winning
Ryan Khosla
ROBERT HAROLD NEWSOCK
WENDY LYNN ARNOLD
TERRY LYNN BISSONETT
Susan Leslie Sandhu
NED NELSON ALTIC
JOHN ANDERSON LUMPKIN
KYLE WALLER POLAND
TODD N NUSS
Misty Busam
Dylan Cunningham
DANIEL T WINKLER
HANNAH E FLYNN
RUSSELL LAMAR CLARK
BRIAN GERARD DANNEMILLER
JAMES EDWARD GHORY
SHANNON MARIE CARLSON
DAVID JAMES COX
BARBARA ELIZABETH LUTTRULL
Tammy Lee Kinstle
BRENDAN JOHN CUNNINGHAM
Lauren B Kennedy
JONATHAN A HALE
SHANNON MARIE BLAIR
JORDEN RHODES
GRACE S MCDANIEL
DOUGLAS CHARLES CLINE
BALINDA GAY FERRARA-MAY
DAVID PAUL GARBER
ROBIN LYNN MCCALL
Janice Sue Phelps
DANIEL KENNETH CLINE
Kyle Knepp
Martin Brian Kappeler
STEPHANIE R ANDERSON
WALTER JOSEPH RODERER
PETER ANDREW WHELAN
Jason Eric Carey
Chad Mikel Roberts
Matthew Christopher Copley
PETER CHARLES BITTERMANN
Benjamin Patrick Wynd
VIVIENNE KAY NOUFER
KENNETH DAVID WARNICK
BRADLEY RAY SMITH
KIRK WILSON STAGER
JESSICA MARIE TRUNCK
ROBERT JOSEPH CARON
STEVEN JEFFREY SIPNIEWSKI
Collin Reed Brazie
Mitchell Austin Noufer
STUART CHARLES BRAZIE
DONALD DAVID BOUCHER
Alexandra Lauren Morrison
RYAN D RABOLD
MORGAN PHILLIP BRAZIE
Damyon Lee Juntunen
Grant Patrick Samuel Francis
Moustapha Mounah
LOUIS JAMES ZONE
JOHANN NANAYAKKARA
LAWRENCE MILES BRAZIE
EDWARD SALVATORE REGISTRATO
Kevin Patrick OConnor
TERRY JASON POWERS
ANDREW MARTIN DAVIS
KEVIN T. STEEL
KEEVIN R. DAVIS
SCOTT RICHTER
LESLIE COOL
SAAD SABRI
NOAH RODAN WEBB
Derrick Anthony Petry
CARL T. DAVEY
MICHAEL HALL
MICHAEL R. FEDERLE
BRADEN MEANS
JUSTIN FAIRCHILD
JAMES MARKLEY
BENJAMIN DAVID MARCUM
MATTHEW ALAN HUBBARD
BARBARA ANN RAC
CAITLIN PELZER
DEVON WALTON
TONDA L. DAVIS
CHRIS M. MADDOCK
JANE A VESOULIS
MICHAEL BRENNAN
HUNTER COLLINS
JARED JONES
SIDNEY L. WYATT
TARA MARIE HESSERT
KEVIN JAMES DUFFIN
MATTHEW CHRISTIAN BAYER
GEORGE MICHEL RASSI
PHILLIP MARTIN
LINDA LEE NERVIS
ERIC EDWARD EVANS
PATRICK FULLER CAULEY
DENNIS LEE ECK
Angela M Owens
Ronald L Rosenbeck

Within 25 miles of Centerville, OH, Best Investors lists 132 registered investment advisory firms with 383 offices nearby, managing about $14.2T in combined regulatory AUM across 3,059,130 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 Centerville

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM