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Best financial advisors in Dayton, OH

Registered advisers within 25 miles of Dayton, OH.

Offices
174
Firms
87
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
1.40M
1,396,240 clients when Item 5C has a number
Avg / client
$8.53M
Combined AUM ÷ clients

Nearby offices

Firms

CALTON & ASSOCIATES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CREATIVE FINANCIAL DESIGNS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ONEAMERICA SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC
LPL ENTERPRISE, LLC
PRINCIPAL SECURITIES, INC.
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC

Investors

WESLEY SCOTT WILT
Phillip James Pierri
CLAIRE KRESS NEISWANDER
MATTHEW DWIGHT ARNOLD
NICHOLAS ANDREW BURNS
CRYSTA M BLOOMINGDALE
MARK MICHAEL WRIGHT
Todd Charles Subler
Zachary Adam Bruening
Brad Hare
Lexi M. Damewood
TERRY W MAY
TRENT MAY
GARY LYNN CLOYD
DOUGLAS ALAN SHIELDS
David Edward Connelly
Christian Michael Stueve
TYLER JOHN POEPPELMAN
Howard Wesley Koch
Kevin G Addington
ERIC DAVID BIGGS
Barbara Ann Barnhart
DANIEL PAUL WATREN
SCOTT A GARRISON
ZACHARY ALLEN STEINBRUNNER
John Alexander Barga
ADAM JOSEPH MEYER
Ryan C Lange
JAKE A FASHNER
Seth Joseph Heitkamp
GARRETT MICHAEL GRAY
THEODORE EARL BERTKE
TROY ARTHUR PRENGER
JAMES WALTER HARTING
RANDALL L KAUP
RENEE LINN KNOTH
MARY JANE KOESTERS
DANIEL J KOESTERS
Janell Marie Kuck
JACOB ROBERT SCHMIDT
Andrew Drake Houck

Within 25 miles of Dayton, OH, Best Investors lists 87 registered investment advisory firms with 174 offices nearby, managing about $11.9T in combined regulatory AUM across 1,396,240 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 Dayton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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