Best Investors Account Sign in

Best financial advisors in Chippewa On The Lake, OH

Registered advisers within 25 miles of Chippewa On The Lake, OH.

Offices
515
Firms
172
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,928,947 clients when Item 5C has a number
Avg / client
$5.43M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
YOUR WEALTH FINANCIAL SOLUTIONS, LLC
ODA AND COMPANY, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST MASON FINANCIAL, LLC
STONEX ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
LEXAURUM ADVISORS
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
MARIPAU WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

HANNAH KOTT MAGRUM
Amanda A Sharratt
STANLEY ODA
PATRICIA SUE HORNAK-BOX
Bradley Robert Shook
JOHN MICHAEL MCGEE
DANIEL JEROME MASON
Amelia Lee Urbanik
ROBERT ALLEN HENDERSON
KENT P VON DER VELLEN
Erik Stern
Gary Martin Chidsey
EUGENE MICHAEL GILLMOR
MATTHEW KENT WHITSON
JOSEPH C MAGEE
JOSHUA PAUL CLARK
TIMOTHY THOMAS MALONE
ERIC JAMES SIMEONOGLOU
TIMOTHY WILLIAM MAY
RUBEN AVILA
MIRANDA SUZANNE SULLIVAN
Eric Michael Langenfeld
Richard Parsson
Teresa Cotman
Steven Shields
Dillon Peterson
Logan James Huffman
Ryan Matthew Wilk
Lindsay Kolek
Austin Coble Mims

Within 25 miles of Chippewa On The Lake, OH, Best Investors lists 172 registered investment advisory firms with 515 offices nearby, managing about $15.9T in combined regulatory AUM across 2,928,947 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 Chippewa On The Lake

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