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Best financial advisors in East Greenville, OH

Registered advisers within 25 miles of East Greenville, OH.

Offices
450
Firms
154
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.80M
2,798,847 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FO INVESTMENTS, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
ROYAL FUND MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
MORGAN STANLEY
BUCKEYE FINANCIAL SOLUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC
MML INVESTORS SERVICES, LLC
AFFINITY WEALTH LLC
THE HUNTINGTON INVESTMENT COMPANY

Investors

DAVID EMIL JOHNSON
STEPHEN SOWERS
TODD ALAN LENSMAN
MICHAEL DALE DRAPER
BRANDON M LANCASTER
JAMES CHARLES SCOTT
RYAN LOUIS MILLER
Adam Patrick Olenick
Scott Marsh
RICHARD LYNN NESTER
Scott Gregory Wilson
JERRY DEANE HUPP
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
RICHARD LYNN MOHR
CHACE WESTIN MCKINNEY
ROBERT JOHN SEAMAN
ERIKA T SCHRADE
MARK JAMES MORENA
MATTHEW JAMES DIRUZZA
MICHAEL P OBERHOLZER
JEFFREY A SIRAK
SCOTT MCKAY JONES
GARY D SIRAK
Gregory Stephen Olenick
Bryce Edward Miller
KENNETH ANTHONY BOLDT
ROBERT LAWRENCE AIGLER
JOHN ALLAN AIGLER
MIHAI FLORIN STAN
SCOTT A LOWE
Brandon Michael Clemens
CHRISTOPHER JOHN LABBE
Lisa Marie Becher
CHARITY HOPE LOWER
AMY L Roma
JASON HOWARD SLATES

Within 25 miles of East Greenville, OH, Best Investors lists 154 registered investment advisory firms with 450 offices nearby, managing about $14.9T in combined regulatory AUM across 2,798,847 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 East Greenville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM