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Best financial advisors in Dorset, OH

Registered advisers within 25 miles of Dorset, OH.

Offices
26
Firms
14
Combined AUM
$3.91T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,107,100 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
BROOKHOUSE ADVISORS

Investors

STEPHEN RAY LEWIS
Matthew Ryan Mcewen
Robyn A Yahner
NOAH DANIEL RICHARDSON
JOSEPH HERBERT HENEGAN
ZACHARY JOSEPH HENEGAN
TYLER WASSER
Andrew H Eshelman
Jacob Eshelman
Matthew Robert Stearns
Ryan Messenger

Within 25 miles of Dorset, OH, Best Investors lists 14 registered investment advisory firms with 26 offices nearby, managing about $3.91T in combined regulatory AUM across 1,107,100 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 Dorset

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM