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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

FINANCIAL MANAGEMENT STRATEGIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
ALPHASTAR CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
BEESE FULMER PRIVATE WEALTH MANAGEMENT
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
FO INVESTMENTS, LLC
AFFINITY WEALTH LLC
THE HUNTINGTON INVESTMENT COMPANY

Investors

STEVEN CRAIG INGRAM
CHACE WESTIN MCKINNEY
ROBERT JOHN SEAMAN
ERIKA T SCHRADE
MARK JAMES MORENA
MICHELLE MARIE SHAHEEN-WIRES
JAMES RAYMOND SEAMAN
PATRICK JUDE SEAMAN
JEFFREY ALLEN KOTA
DARRELL GLEN CLEARY
LYNNE MARIE PETERS
THOMAS PETTINGER SHORTREED
KELLI SUE PHILLIPS-ZALESKI
ROGER THOMAS DUFFY
BETH CODY GRAYBILL
CHRIS ANDREW GNANDT
LAURIE JEAN GERDY
Michael Barry Lindsey
Niki J Papic
ROMERO ANTHONY LLAMAS
DAVID MICHAEL VALENTINE
RANDALL SCOTT KREINBRINK
VINCENT ANDREW ROONEY
SCOTT WALTER SIEVERTS
MICHAEL LYNN DAUGHERTY
Brian Davin
BRIDGET MARY BEDDELL
JOSEPH PARTICK LAUBACHER
MATTHEW JAMES NIESCHWITZ
Jason Andrew Gaskell
MELISSA ANNE LONGSDORF
Angela Marie Duraine
RANDY LEE MCGILL
MATTHEW RYAN DRAPER
Joshua JOHN Marks
MICHAEL R FLORY
Robert C Stark
DEB L ORIANS
STEPHANIE ANN DRAPER
JAMES LEROY CRAIG
Diana Lauck Cook
KIRK MATTHEW HUNTER
Randall L Reed
JENNIFER ANNE RONEKER
LESLIE MARIE OZMUN
BENJAMIN OMAR KIRKSEY
Phatsada Sengsourinha
CAMERON B GUILD
Sara R Larocco
Derek Carson Dalton
GEORGE EDWIN MERRILL
Brad D Huffman
PAUL Thomas BRADY
Jeanette L Arrasmith
TIMOTHY JAY RICE
Anthoula A Poleondakis
Ashley Ivons
Gregory DEAN DiNarda
Branden M Vachon
Yago Gonzalez
Samuel J Kirkbaumer
DOUGLAS GLEN WILSON
TRACEY L EVANS
Aaron James Good
ANTOINETTE JOANNE SEYMOUR
STEPHEN CHRISTOPHER BURT
CASSANDRA WAITKUNAS
STEVEN REZA TADAYON
Vela Marie Caspersen
COLLIN REID BROOKS
Christine Renae Stutzman
BRIAN DAVID LIPPERT
WILLIAM MATTHEW KOCH
ROGER ALLEN PIPER
MICHELLE Renae MORROW
CAROL HOFFMAN
NICHOLAS TRAFFLEY PERINI
DENNIS SCOTT FULMER
WILLIAM SCOTT CAMP
ROBERT RICHARD SZELES
Bradley James Fergason
RYAN THOMAS FULMER
JOSEPH FRANCIS STRANCAR
JEFFREY ALLEN STOLL
MARK ANTHONY ROJEK
BRANDON M LANCASTER
JAMES CHARLES SCOTT
RYAN LOUIS MILLER
Jennifer Kay Twiddy
TODD ALAN LENSMAN
MICHAEL DALE DRAPER
SCOTT A LOWE
Brandon Michael Clemens
CHRISTOPHER JOHN LABBE
Lisa Marie Becher
CHARITY HOPE LOWER
AMY L Roma
JASON HOWARD SLATES
Noah Scott Festi
JASON DAVID CLEMENS

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