Best Investors Account Sign in

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

STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ARCHER INVESTMENT CORPORATION
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FOURTH DIMENSION WEALTH, LLC
THE ESTATE PLANNING TEAM, INC.
IP FINANCIAL ADVISORY SERVICES LLC
SIMPLICITY WEALTH
COMMONWEALTH FINANCIAL NETWORK
ALPHA PLANNING AND FINANCIAL SERVICES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC

Investors

Callan Templeton
MARY JO GILLIGAN
Kevin James Gilligan
RICHARD ALLEN GANIM
JASON ROBERT BORRASSO
KENNETH JAMES LUKE
MICHAEL THOMAS SALOPEK
Jonathan Allan Pulito
Andriy Sachovskyy
JO ANN DESMARTEAU-TRUSNIK
Michael Ramer
CAROLINE M AARONS
GAUTAM M PAI
SCOTT C FRANCESANGELO
DOUGLAS RYAN MAGERS
CHRISTOPHER LANCE NEWCOMB
SALVATORE JOHN DANGELO
James Fredrick Collins
Thomas R Cirincione
Michael John Fedj
JOSEPH JOHN RUDNICKI
Andrew Payne Ulrich
MARK JAMES DONNELLY
John Steven Damiano
BARBARA TRUSKO SEMISOROW
NANCY ANN RADZYMINSKI
JOHN A DORAN
KEVIN LEE ARSHAM
MARK JEROME O'SICKEY
Aaron Royce Simpson
JOHN TAYLOR GOODSON
Jason Lee Seifert
MICHAEL THOMAS FIELD
RYAN RICHARDS
SEAN O'REILLY
LAUREN KEARNEY
MARGARET BORNHORST
JOHN PATRICK LEE
MICHAEL BORNHORST
RACHEL DOMINESSY
JOSHUA DEAN INGALLS
AILEEN TIPPY
PHILLIP ANDERSON
Rachel Lynne Okorn
JAMES EDWARD GAYDOSH
RYAN EARL CARLSON
Tristan Wade Morgan
BRIAN M. BECKA
EDWARD JOSEPH ZALAR
Angela M. Kinch

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