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Best financial advisors in Eastlake, OH

Registered advisers within 25 miles of Eastlake, OH.

Offices
609
Firms
226
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.17M
2,165,076 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HANTZ FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
KENNETH A. DERY & ASSOCIATES
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
LINCOLN INVESTMENT
MICHAEL G. MILLER & ASSOCIATES, L.L.C.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.

Investors

KIMBERLEY SUE VITELLO
ERIC B WILLIAMS
AUSTIN VITELLO
RICHARD ANTHONY VITELLO
MADISON VITELLO
PEGGY O'BRIEN
MATTHEW MICHAEL DARCY
Kristen Alice Mignogna
Angela M. Thompson
JARED PATRICK BRILL
David Michael Cross
Nathaniel B. Hirko
NATHAN JAMES REYES
MICHELE KATHLEEN JOHNSON
KEVIN PATRICK DAVIS
Cody Seth Bales
Connor Payne Butler
ROBERT CRAIG KOETH
BRITTANY ANN BITTNER
LEAHMARIE LAMONICA
Nicholas James Vogel
Chad Jacob McWhorter
JAMES ANTHONY ALBANESE
ROBERT WILLIAM MCGUIGAN
ROBERT BRENNAN KOETH
Nicholas Robert Baase
ADAM RANDOLPH LULOW
FRANCIS MICHAEL VITALE
KENNETH ALLEN DERY
TOM DAHER
Timothy Joseph O'Keeffe
MICHAEL LAUSIN
CARRIE ANN WELLS
JULIE MARIE STEIN
TERRI MARIE PEKARCIK
MICHAEL GREGORY MILLER
Anthony M Pochiro
Michael T Moore
AYMAN SULIMAN GHOUSHEH

Within 25 miles of Eastlake, OH, Best Investors lists 226 registered investment advisory firms with 609 offices nearby, managing about $14.2T in combined regulatory AUM across 2,165,076 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 Eastlake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM