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Best financial advisors in Copley, OH

Registered advisers within 25 miles of Copley, OH.

Offices
800
Firms
249
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,979,995 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

PLANMEMBER SECURITIES CORPORATION
EQUITABLE ADVISORS, LLC
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
VALMARK ADVISERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SIGNAL TREE FINANCIAL PARTNERS LLC
EDWARD JONES
DISRUPT DIGITAL INVESTMENTS, LLC
UBS FINANCIAL SERVICES INC.
PACKERLAND BROKERAGE SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
SULLIVAN PINNACLE ADVISORS, LTD.
ALDA ADVISORS, INC.
TCM WEALTH ADVISORS
STRATEGIC ADVISERS LLC

Investors

Ryan Joseph Kimberly
BRYAN ALAN HUMMEL
Matthew Kimberly
BRUCE DAVID KOELLNER
SHARON SUE PARKER
Shannon M. Davis
JERIME MICHAEL MORDEW
DEAN DOUGLAS KOHMANN
Cassidy Kohmann
Alexander Cole Hartzel
GREGORY A MCDERMOTT
MARK EDWARD FRYER
JEFF EDWARD ROVNAK
DAVID JOHN MASSARE
ELIZABETH PIERCE SCHEIDERER
James Grable
Teodor Jakovich
Tracy Anton
DAVID P. PAUL STAATS
DONNA RIZOR LONGFELLOW
ELENA L MAYANJA
BRENT MALONE
Kristen Elizabeth Fleischer
TERESA LYN BRYANT
STEVEN RAY FLECK
Chad Alan Immel
IAN WILLIAM MCCLOUD
CHAD THOMAS KLEMENS
TYLER W AMOS
MARK William Stevenhagen
RONALD BARYLAK
Michael C Ford
MARC JOSEPH SERVODIO
Teresa R Loll
PATRICK L SULLIVAN
CODI LEE PIZER
DAVID LAWRENCE PELLAND
LAWRENCE WALTER PELLAND
JONATHAN DAVID TORRENS
JULIE RIESECK
NICHOLAS D DEPALMA
MICHAEL LEFFARD
KYLE GARRA
THOMAS FAYEN
GEORGE E OSCHMAN
DANIEL A BARYLAK
ZACHARY R CLIFTON
CLINT NETHERO
CASEY TREEN
REBECCA WINDSOR
ASHLEY N WATSON
MATTHEW JANDZISZAK
ISAAC WILHELM VITU
MADISON BROWN
CONNOR JAY LIND
KAITLYN KOVAC
MICHAEL A CLARK
KELLY L. UBER
JACQUES D SMITH
SARA ELIZABETH RODRIGUEZ
ZACHARY MOSHOLDER
TYLER WESTREN
RAVEN KEY

Within 25 miles of Copley, OH, Best Investors lists 249 registered investment advisory firms with 800 offices nearby, managing about $17.4T in combined regulatory AUM across 2,979,995 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 Copley

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM