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Best financial advisors in Cleveland, OH

Registered advisers within 25 miles of Cleveland, OH.

Offices
1,113
Firms
356
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,349,363 clients when Item 5C has a number
Avg / client
$5.86M
Combined AUM ÷ clients

Nearby offices

Firms

STONEX ADVISORS INC.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
SEQUOIA FINANCIAL GROUP, L.L.C.
GALLAGHER FIDUCIARY ADVISORS, LLC
WEDBUSH SECURITIES INC.
VALMARK ADVISERS, INC.
SANCTUARY ADVISORS, LLC
TLG ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
PARK EDGE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
PNC CAPITAL ADVISORS LLC
KLOPP INVESTMENT MANAGEMENT LLC

Investors

TED ALAN BISKIND
PHILIP JOSEPH AMOS
PAMELA MARIE VANONE
Jonathan Abbuhl
ERIC TOLBERT
THOMAS ARTHUR SEIFERT
DANA G HASTINGS
ANDREW ROBERT CONNORS
JOYCE ANN ZAK
RICHARD PATRICK DAMICO
CHRISTOPHER RAYMOND ISABELLA
AARON STEVEN NUTI
PETER PATRICK DEVITO
EMILY NICOLE SHACKLETT
David Bosak
JOHN MARSHALL SILVIS
EMILY ANN DRAKE
BETH M KORTH
JAMES DAVID WEAVER
SCOTT J SMITH
Griffin Gordon Vehar
ELIZABETH ANN BOYD
CHRISTOPHER WILLIAM MUIRHEAD
Nicholas Robert Gatins
Jessica Trouten
Michael James Kalinoski
Tia D'Aveta
JARED DANIEL GOODMAN
HELENE SHAFIYAN
MICHAEL CLARENCE POWERS
JOHN VINCENT GOODMAN
WILLIAM MCNAMARA
James M Broderick
WILLIAM JOHN MCNAMARA
Bryan Robert Blackburn
KERRY A BLISS
RANDALL LEE BLISS
Paul Mitchell Shepherd
PATRICK ANTHONY MCDONOUGH
SHARON ANN MAZUR
KIMBERLY RUDOLPH MURPHY
TODD CLARK KALISH
MATTHEW ERIC GORDILLO
RICHARD WAYNE LOWRIE
JOHN PETER RUEBSTECK
SCOTT EDWARD WISE
ANTHONY GUY SAWTELLE
JAMES FREDERICK LOVE
THOMAS M SILL
Peter Kamel
ARICK HEDIN
RYAN CHRISTOPHER KNOTTS
PATRICK JOSEPH CERNOSKY
Jeffrey Michael Yokiel
Colton Randall Narron
Stephen M. Weick
MICHAEL EUGENE STUNECK
MARTIN JOSEPH GANNON
JACOB TIMOTHY ZAKOR
Michael Nguyen
PAMELA HELEN ZELONIS
STEPHEN PERRY JONES
PETE ANGELOKOSTOPOULOS
JASON M FOUSEK
DANIEL BRADLEY DOLIN
TIMOTHY PAUL MCBRIDE
Glenn Allen Prichett
JASON RILEY
LAWRENCE RICHARD SAPP
JESSICA LEIGH NOVAK
TIMOTHY JOHN SCHANZ
JASON EDWARD ARMSTRONG
Jonathan M Meyer
Terrell Cannon
TODD WINCHELL
PAUL ANDREW MUSKIN
DORA MARIE BYXBE
HOPE LEA KIEFNER
LAWRENCE BROWN
Paul D Pacelli
RENEE ARCHOLEKA
CHRISTINA KAY ROBB
NICOLE TERESE FOBARE
DAVID WILLIAM MATESKI
THERESA ANN FLYNN
BRETT A KATANA
JENNIFER SALONIA
RUSSELL RAYMOND SYPEN
JOHN MATTHEW JOLLIFFE
KALPESH SHAH
TIMOTHY MCDONOUGH
WALTER JOHN MANNS
JOHN STEMPIEN KLOPP

Within 25 miles of Cleveland, OH, Best Investors lists 356 registered investment advisory firms with 1,113 offices nearby, managing about $19.6T in combined regulatory AUM across 3,349,363 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 Cleveland

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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM