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Best financial advisors in Columbia Station, OH

Registered advisers within 25 miles of Columbia Station, OH.

Offices
774
Firms
270
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,943,559 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
GROSS INVESTMENTS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
UNITED ADVISOR GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.

Investors

Donnelle Joy Taylor
Percy James Potts
DAVID MARTIN MCLAUGHLIN
Brandon Thomas Brletich
JOSEPH F ROMITO
HOWARD JOSEPH GROSS
JASON ROBERT THOMSON
William Scott Tuchek
Camden Joseph Caizzo
Gregory Leo Chaplin
Jordan J Manlet
Lindsay Beth Perrico
DANIEL WILLIAM RUMINSKI
Dan M Romano
Anthony D Trunzo
Richard Parsson
JOHN ROBERT CRANE
Chandler J Smith
Joshua Curtis Byam Smith
JENNIFER L ZORMAN
ADRIAN PHIPPS
Joseph Francis LiPuma
RYAN PAUL PROKOPIUS
Jack Michael Payne
MICHAEL JOHN BUDZIK
KEVIN MICHAEL QUIGLEY
JAMES EDWARD KENT
SCOTT JAMES TINTER
RICHARD CHARLES WARD
PAUL VINCENT PATRICK
NORMAN RALPH MULDER
WAYNE LEE GRAY

Within 25 miles of Columbia Station, OH, Best Investors lists 270 registered investment advisory firms with 774 offices nearby, managing about $17.5T in combined regulatory AUM across 2,943,559 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 Columbia Station

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