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Best financial advisors in Diamond, OH

Registered advisers within 25 miles of Diamond, OH.

Offices
312
Firms
95
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,007,994 clients when Item 5C has a number
Avg / client
$3.93M
Combined AUM ÷ clients

Nearby offices

Firms

SAMUELS FINANCIAL SERVICES, INC.
OSAIC WEALTH, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CORECAP ADVISORS
AUSDAL FINANCIAL PARTNERS, INC.
SAXONY CAPITAL MANAGEMENT, LLC
BFC PLANNING, INC.
STRATOS WEALTH PARTNERS, LTD
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC

Investors

DONALD WILLIAM SAMUELS
Eric J Vitelli
Joseph Martin Hartman
JOSEPH MICHAEL KUZMANKO
JOHN PAUL ORGAN
Nathan Philip Thomas
CIARRA ROSE BRUNN
COLIN JOEL WYMER
DONALD JAMES BARRETT
Ryan John Glinn
JONATHAN GRANT LAPINE
SHAUN G SOUKENIK
Ryan Nisbett
Thomas Joseph Cimoric
RAYMOND FELIX HOUSTEAU
TARICK LUKE BERNAT
RICHARD J HORVATH
JASON JEROME BERNAT
NICOLE DANIELLE JERVIS
MICHELLE ANN LAVERTY
GeorgeMichael Passas
Hayden Wylie Dattilio
HEIDI SUE DILLON
DAVID MICHAEL VARNER
GUY PAUL HUFSTETLER
Ian B. Golias
Theodore Joseph Stazak

Within 25 miles of Diamond, OH, Best Investors lists 95 registered investment advisory firms with 312 offices nearby, managing about $11.8T in combined regulatory AUM across 3,007,994 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 Diamond

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