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Best financial advisors in Deerfield, OH

Registered advisers within 25 miles of Deerfield, OH.

Offices
376
Firms
120
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,055,897 clients when Item 5C has a number
Avg / client
$4.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
EXODUS WEALTH, LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HUNTER ASSOCIATES LLC
STRATOS WEALTH PARTNERS, LTD
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.

Investors

John Carl Messina
Rachel S Hancock
RICHARD PAUL PLACK
DANIEL ALLEN DAGUE
Michael Joseph Messina
Nicholas James Messina
ZACHARY ALDEN BRINKLEY
Christopher Yappel
Sarah Boros
Katerina Athena Siamidis
DAVID JAY COLWELL
DAVID B CRISS
DAVID THOMAS FARRAGHER
Jonathan Vazquez
Douglas Earl Esenwine
TRAVIS ALAN LICHTENFELD
Donald Jordan Mack
Daniel Duric
John Chandler Haskins
SOL H CHALHOUB
JOHN GROSS
RYAN N RICART
Philip Warner
Nicholas Balante
Ricky Chisholm
Jordan L Evans
KENNETH JAMES CHODZIN
MATTHEW JAMES MAPLEY
DAWN KIMBERLY MULLENAX
JENNIFER JO VANADIA
BRIAN R SHREVE
JARVIS HALL
AUSTIN LACEY ALAMANDER HOLBROOK
RYAN PAUL PROKOPIUS
GARY MARTIN SCHINDLER
EDWARD FRANCIS PERO
JONATHAN ROSS MESOK
MATTHEW E KALLIO
NATHAN ANDREW KAUFMAN
SETH NIZAR TAHA
JO ANN DESMARTEAU-TRUSNIK
STEVEN M KOCHOVSKI
MICHELLE LEE HANSEN
STEVEN DAVID VALE
JONATHAN DEAN SCHLEUDER
Carl R Garrison
Debra J. Danks
GEORGE BURNS
Lynette Irene Wilson
Stephen Hoerig
DANIEL JAMES SCARPITTI
Nathan Andrew Garofalo
James C Aeppli
VIRGINIA MARTHA MCQUILLAN
MARY WINCH
KIM FIELDING SMITH
Kenneth Eric Lefever
JAMES HOLLOWAY SCIORTINO
Eric Devine
GEORGE WILLIAM MORRIS
MICHELE LYNN Johns
DENNIS PAUL JUVAN
Gavin William Reaser
Gary Thomas Miller
Eric W Roberts

Within 25 miles of Deerfield, OH, Best Investors lists 120 registered investment advisory firms with 376 offices nearby, managing about $12.3T in combined regulatory AUM across 3,055,897 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 Deerfield

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM