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Best financial advisors in Columbiana, OH

Registered advisers within 25 miles of Columbiana, OH.

Offices
219
Firms
82
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.06M
2,058,191 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

BFC PLANNING, INC.
SAXONY CAPITAL MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
SAMUELS FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
MORGAN STANLEY
BPS WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CENTAURUS FINANCIAL, INC.
KEY INVESTMENT SERVICES LLC
WEALTHCARE CAPITAL MANAGEMENT LLC

Investors

TARICK LUKE BERNAT
RICHARD J HORVATH
JASON JEROME BERNAT
RAYMOND FELIX HOUSTEAU
Scott Viano
Nicholas Russell
Dominic Gentsy
Scott William Vlaiku
DONALD WILLIAM SAMUELS
Valerie Sarabyn D'Apolito
James Andrew Pipino
RONALD SCOTT MURRAY
Megan A Schmucker
MADELEINE MARY STEVENS
JEFFREY ROBERT BARONE
SCOTT MICHAEL ZOLDAN
JOHN J CHAHINE
AMANDA ANN WOOD
DIANE L SPAGNOLA
KRISTEN TERESE MILLER
Kurt H Hurdley
LISA BISCONTI O'BRYANT
KAREN MARIE SCIORTINO
DAVID HOWARD BULKLEY
RUSSELL W SPITZ
PAUL Andrew KEATON
Mark Daniel Hadley
Mark Jason Smallwood
ERIC MICHAEL CLAYTON
WILLIAM BRIAN BERLIN
Robert Lee Smallwood
JAMES RAFOTH
Bradley Alan Walker
RAYMOND VINCENT REEDY
RANDY R SWARTZ
THOMAS RAY BAKER
DANIEL FRANK AULIZIA
TODD KENDALL WESTFALL
KRISTA LEA CARTWRIGHT
MARCUS ROBERT DEBALDO
DONALD FRANCIS RODENBAUGH
ZACHARY MACHUGA
DAVID ALAN CROUTCH
KIMBERLY MARIE VERINI
KEVIN YAUTOO CHIU
JANICE MARIE JANJANIN
ANTHONY E. GRANDE
Desirae Monaco
BRYAN GEORGE BROWN
Samuel Robert Moore

Within 25 miles of Columbiana, OH, Best Investors lists 82 registered investment advisory firms with 219 offices nearby, managing about $10.7T in combined regulatory AUM across 2,058,191 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 Columbiana

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