Best Investors Account Sign in

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

PFS INVESTMENTS INC.
FIFTH THIRD SECURITIES, INC.
CWM, LLC
RAYMOND JAMES & ASSOCIATES, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
COOKSON PEIRCE WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
ON INVESTMENT MANAGEMENT CO
CONCURRENT INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SYMPHONY FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
OBJECTIVE CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
OELSCHLAGER INVESTMENTS

Investors

JULIE JANE SEELEY
DANNY DEAN EHMER
KEVIN LONGANECKER
KETAN INDULAL PAREKH
MATTHEW MIZE
RAFFAELLA OWENS
RUBY JAIN
LEONIDES PENA
ROBERT EDWARD POWERS
NANCY LAUREN
NICHOLAS MARTIN
Logan L Jones
CHRISTOPHER C WALTERS
RALPH EDWARD TRECASO
DOUGLAS EVERETT WELLS
THOMAS AULD JEWETT
SARAH ELIZABETH LANCE WELCH
NANCY LUCILLE PATTERSON
PATTON ALAN TEAGLE
John Felix Ciocca
Cory Allen Sweitzer
JANELLE MARIE WOODS
KEVIN JAMES BAUER
WILLIAM THOMAS MAWBY
MATTHEW BURKE PRICE
MICHAEL LEE LALLATHIN
VICTORIA LOUISE ELLINGER
RONALD GREGORY FLOWERS
SEAN MICHAEL HOUSTON
JOSEPH PAUL D'ANNIBALLE
ANNIE H ZHANG
Michael Gregg
MARK K MILLAR
SPENCER LEE GABRIEL
STEVEN ROBERT SMETANA
CRAIG MICHAEL SMALL
Daniel Auble
JOHN Y KIM
Emily Grace Coudriet
TRISTAN ROBERT LEWIS
CHRISTOPHER MICHAEL DENHOLM
ADAM STEVEN VERTES
WILLIAM KOBYLJANEC
MARK DOUGLAS WILLIAMS
JAMES SCOTT ORWIG
BRODERICK NELSON HAER
DAVID ERIC PETERSON
JAMES LYNN SHUBERT
MARK CLIFFORD PAGNI
MICHAEL ANTHONY RUFO
PEBBLE S WILLOUGHBY
MICHELLE MARIE VANCE
Matthew P. Thomas
James C Carpas
Patricia Diane Orantek
KENNETH DONALD CUNNINGHAM
DAVID ALAN COURTAD
Patricia Papes
LUCY O'CONNELL
GARY A FEE
William T Kiick
ERIC DANIEL FULLER
Harrison B Orendorf
SARAH M WOLFF
CLARISSE TUR
VASANA LIPKE
PETER FRANCIS WOJANOWSKI
Peter J Calleri
TIM PAPP
MARK PYLYPIAK
TIFFANY MARIE SAFRAN
Ethan Martin Courtad
SARAH ELIZABETH COURTAD
Ziggy McPeters
Michael Christopher Macko
ANDREW DOUGLAS HARDING
CHARLES WILLIAM FREEMAN
John Carpas
ELIZABETH ANN GOLDTHWAITE
Preston James Ptak
ROBERT THURMAN WRIGHT
Rebecca D Sarno
Kelly M Pierce
Matthew W Frazier
Anthony Chmielewski
ERIN ROSSI MACHADO
Quinn Alexander Alberty
Myles Williams
COREY JOSEPH JONES
Jolie Houghtaling
MARK WESLEY OELSCHLAGER

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