Best Investors Account Sign in

Best financial advisors in Derby, OH

Registered advisers within 25 miles of Derby, OH.

Offices
464
Firms
205
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,831,461 clients when Item 5C has a number
Avg / client
$4.59M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
CME FINANCIAL SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
DAVIS-ROSS INVESTMENT ADVISERS, LLC
KEIDAN FINANCIAL CONSULTANTS LLC
NORTHLAND SECURITIES, INC.
EDWARD JONES
TRENDCALC DYNAMICS
FIFTH THIRD SECURITIES, INC.
HUNTINGTON FINANCIAL ADVISORS
GARLIKOV ADVISORS INC
MORGAN STANLEY
10TH MOUNTAIN, LLC

Investors

STEVEN D MEIER
Gabriel Bonebrake
JULIANA DAMOPOULOS
Mark Kevin Obrock
EUGENE DONALD HEFLIN
JUDD ANDREW BEAM
KEITH NEIL SCHUSS
JOHN ERIK NIERMEYER
CHANDON MICHAEL SIMONIS
SUSAN DAWN WYLIE
CHRISTOPHER BREED WALLING
Michael E Fosson
THOMAS REAGEN HURFORD
TODD JOSEPH GOURNO
Charles Wan
RONALD EDWARD MOHR
MARK ALLEN DAVIS
ERIC STEVEN EBERTS
ROBERT STUART KEIDAN
ERIC RALPH PRALL
Brian David Weibel
PHILIP STUART HAMMOND
MICHAEL ANDREW SAVAGE
STEVEN JULIAN TRUITT
THOMAS WALTER KAISER
MATTHEW ROBERT WOLFE
Emily Elizabeth Ferguson
JEAN MARIE DICIOCCIO WING
Andrea McKinley
DEREK PATRICK SMITH
Joseph Edmund Miller
ERIC DALE BAKER
EGIDIO VINCENT DIFAZIO
Melissa Holding
JARED DALE MEISLING
Benson Stanley Frost
KRISTINE ANN JOHNSON
Aruna Ettiah
Javier Vega
Harold Kim
HATEM B BENJAMIN
Scott Anthony Ervin
Cynthia Jean Foresta
Jeffrey Michael Boardman
Emily Van Der Merwe
KENNETH D SHORES
JANE LISITSYN
Joanne Smallwood
ROBERT LEROY BITTNER
SANDRA ADAME-HERNANDEZ
CASEY LYNN DALY
RYAN JAY DUNLAP
Jarrod Burgess
Elizabeth Chakeres
MARGARET ANDREW BELLOWS
KELLI A BENEDEJCIC
Julia S Brisk
Grant B Van Winkle
DAVID BRIAN SUGAR
Donna J Rose
JEFF ROBERT OAKLEY
NATHANIEL D WHITAKER
Robyn M Harper
JEREMY RUSSELL OHLINGER
KELLY M WHITE
TIMOTHY S BARTOLETT
CATHERINE LEE KEENER
JOSEPH FRANCIS BETTENDORF
THOMAS MITCHELL
THOMAS GEOFFREY ROBERTSON
Luke Maynard
JULIE LYNN ZEIGLER
CHRISTOPHER ANDREW BROWN
Damon Davin Thomas Strickland
Christina Marie Thornton
SHANE ROBERT TEACH
TOMISLAV BRANKO MITEVSKI

Within 25 miles of Derby, OH, Best Investors lists 205 registered investment advisory firms with 464 offices nearby, managing about $13.0T in combined regulatory AUM across 2,831,461 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 Derby

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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