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Best financial advisors in Concord Township, OH

Registered advisers within 25 miles of Concord Township, OH.

Offices
401
Firms
151
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,158,229 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
SORFIS INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROSPERA FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLUESPRING WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

RYAN DIMEOLO
JOSEPH THOMAS KOSTER
Samuel Ernest DiFiore
JENNIFER LYNN HOPE
Daniel J DiBlasi
CHERYL LYNN GAZSO
Derek Sullivan
TIMOTHY BRANDON COHEN
Jeffrey Marc Studniarz
JAMES MAYER
Benjamin A Simerly
STUART RAY MILLER
CAREY A FREIMUTH
DANIEL KENNETH MIDGLEY
Brandon Charles Fritts
RYAN ROBERT ROBAUGH
CHRISTOPHER CHARLES ENTRINGER
Beth Anne Schneider
Lee Alexander Quignano
LORI VAJDICH
Justin Petty
Justin Robert Fritts
RANDAL KEVIN MEARS

Within 25 miles of Concord Township, OH, Best Investors lists 151 registered investment advisory firms with 401 offices nearby, managing about $12.1T in combined regulatory AUM across 2,158,229 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 Concord Township

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM