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Best financial advisors in Country Fair, OH

Registered advisers within 25 miles of Country Fair, OH.

Offices
382
Firms
127
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,418 clients when Item 5C has a number
Avg / client
$5.10M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
T.T.G. FINANCIAL, INC.
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
INVESTMENT NETWORK, INC.
EQUITABLE ADVISORS, LLC
HARVEST ADVISORS, LLC
EAGLE STRATEGIES LLC
AAN WEALTH ADVISORS LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Investors

Noah Scott Festi
JASON DAVID CLEMENS
JASON HOWARD SLATES
David Shaffer
Adam Patrick Olenick
Scott Marsh
Mandwel Patterson
Gregory Stephen Olenick
LUKE DAVID MAURER
THOMAS HENRY MAURER
Logan Nimick
JAMES LEE EVANS
JAMES "NMN" KOTAGIDES
Morgan Michele Hood
Jennifer Kay Twiddy
Ed H Karam
Norita K Webb
JESSE HAVEN BLANKENSHIP
Jeffrey S. Nist
MATTHEW JAMES DIRUZZA
MICHAEL P OBERHOLZER
JEFFREY A SIRAK
SCOTT MCKAY JONES
GARY D SIRAK
DAVID A DONGES
William Daniel Ford
ANYA ANTONAVICH
MATTHEW THEODORE STROIA
ENGELBERT JAMES GAL
GARY LEE ARNOLD
Robert Taylor Auten
Rachel Katherine Israel
Philip Michael Geissinger
JOSEPH RAYMOND SCHINDEL
Jared Reese Mathie
Bryce Thomas Mathie
Michael W Beels
STEVEN DALE CLIFFORD
THOMAS HOUSTON
AMANDA H SILFANI
JOSHUA DAVID ROCHON
Jeremy Nathan Pizzolato
Daniel Troy Stidham
Joshua Allan Postlewaite
Olivea Genesis Jett
JUSTIN TROY ATKINSON
JESSE ALLAN MAYS
Douglas Anthony Sanders
PAUL DAVID GUERRA
Blake Robert Castaldo

Within 25 miles of Country Fair, OH, Best Investors lists 127 registered investment advisory firms with 382 offices nearby, managing about $14.2T in combined regulatory AUM across 2,777,418 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 Country Fair

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM