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Best financial advisors in Clarkson, OH

Registered advisers within 25 miles of Clarkson, OH.

Offices
196
Firms
79
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,058,233 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
HDA WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTHROCK PARTNERS, LLC
MML INVESTORS SERVICES, LLC
EDELMAN FINANCIAL ENGINES
RAYMOND JAMES & ASSOCIATES, INC.
EQUITABLE ADVISORS, LLC
BFC PLANNING, INC.
SAXONY CAPITAL MANAGEMENT, LLC

Investors

KEVIN REIGH SHOPE
PETER RAYMOND CHRISTIE
ERIN KRUIS SARDICH
Brittany M. Russell
MARK THOMAS KOLLAR
JOHN W BEATO
John William O'Neil
JEFFREY M DINARD
Bryan James Mersol
JOSEPH MARTIN MERSOL
John Gabriel Clark
Nicholas Russell
Dominic Gentsy
Scott Viano
MICHAEL FRANCIS MOSS
Rachel Ann Pease
THOMAS W. TITUS
Joshua Ethan Barr
Kevin Ellsworth-Myers
JEFFREY STEWART MCCREERY
CHRISTOPHER NICHOLAS DEPAOLA
DOUGLAS PAUL CORP
DARIN LINWOOD HASSON
PHILIP JONATHAN BOVA
SARAH ARNOLD WALKER
WILLIAM J MINER
RONDA JEAN NOEL
GeorgeMichael Passas
Hayden Wylie Dattilio
TARICK LUKE BERNAT
RICHARD J HORVATH
JASON JEROME BERNAT
RAYMOND FELIX HOUSTEAU

Within 25 miles of Clarkson, OH, Best Investors lists 79 registered investment advisory firms with 196 offices nearby, managing about $10.7T in combined regulatory AUM across 2,058,233 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 Clarkson

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM