Best Investors Account Sign in

Best financial advisors in Dalton, OH

Registered advisers within 25 miles of Dalton, OH.

Offices
295
Firms
107
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,708,642 clients when Item 5C has a number
Avg / client
$7.18M
Combined AUM ÷ clients

Nearby offices

Firms

ON INVESTMENT MANAGEMENT CO
HUMMEL WEALTH MANAGEMENT, LLC
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WROUGHT IRON FINANCIAL LLC
THE HUNTINGTON INVESTMENT COMPANY

Investors

Benjamin Arthur Walton
KARL DAVID SCHLABACH
HENRY JASON REIFSNYDER
PEYTON JOSEPH GENTRY
TREVOR LINN HOSTETLER
Jordan Leigh Luhring
Steven Thomas Smith
NIKOLAS CARL KAUFMAN
JONATHAN L MITCHEN
Kimerly Sue Cowgill
Megan Morrison
JUSTIN DANIEL HAISLIP
CHERYL J STEINER
STEVEN CHARLES LORSON
Jason Byers
SCOTT BAXTER WILKINSON
MARSHALL MARC WEINBERG
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice
ROBERT EDWARD GARNER
Ian Paul Sanor
CHRISTINE MARIE SANOR
Douglas Lee Baltzer
Drew T Baltzer
Andrew Varca
DANIEL MARK AMIOT
JEFFREY ALLEN STOLL
MARK ANTHONY ROJEK
KARLA MICHELLE KAFOREY
Kevin J Surnear
Philip J Robinson

Within 25 miles of Dalton, OH, Best Investors lists 107 registered investment advisory firms with 295 offices nearby, managing about $12.3T in combined regulatory AUM across 1,708,642 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 Dalton

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM