Best Investors Account Sign in

Best financial advisors in Dueber, OH

Registered advisers within 25 miles of Dueber, OH.

Offices
252
Firms
90
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,689,613 clients when Item 5C has a number
Avg / client
$6.69M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
TCFG INVESTMENT ADVISORS, LLC
BELDEN FINANCIAL, LLC
KESTRA ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GEORGE FINANCIAL SERVICES
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

JARVIS HALL
Pui San Reynolds
ROBERT LEE MILAN
DANIEL CHRISTOPHER BELDEN
Carrie Jean Robson
CLINTON DAVID HELMUTH MILLER
ELIZABETH KATE HAND
GLEN EDWARD REICHENBACH
Michael George
KALEEL THOMAS GEORGE
MICHAEL DAVID HUTKOWSKI
DEBRA AILEEN MESSNER
DAVID HANEY
MARK ALLEN LIPPS
KELLY BROWN
BONITA LYNN HAUBERT
MARGARET ANN GEORGE
ROBERT EDWARD GARNER
FAITH G. BOLEN
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice
Ian Paul Sanor
CHRISTINE MARIE SANOR
Douglas Lee Baltzer
Drew T Baltzer
Kristina marie Beers
SUSAN MARRAN
ERIC WILLIAM STROCK
Douglas Kline
Jacob M Kline
Oliver David Cornet
DAVID JOHN CORNET
WILLIAM RUSSELL LIBER
MATTHEW EDWARD LYSIAK
Asa Hodrick
Joshua Paul Perger
JERRY DEANE HUPP

Within 25 miles of Dueber, OH, Best Investors lists 90 registered investment advisory firms with 252 offices nearby, managing about $11.3T in combined regulatory AUM across 1,689,613 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 Dueber

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM