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Best financial advisors in Easton, OH

Registered advisers within 25 miles of Easton, OH.

Offices
520
Firms
172
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,972,712 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

NEW LEGACY FINANCIAL GROUP, LLC
ANTOLINO WEALTH ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
BRUTON CHISNELL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
WROUGHT IRON FINANCIAL LLC
THE HUNTINGTON INVESTMENT COMPANY
APOLLO WEALTH MANAGEMENT
ON INVESTMENT MANAGEMENT CO
HUMMEL WEALTH MANAGEMENT, LLC
LIFETIME FINANCIAL ADVISORS LLC

Investors

JASON DEAN BURKHOLDER
JUSTIN DANIEL HAISLIP
Kimerly Sue Cowgill
Megan Morrison
NIKOLAS CARL KAUFMAN
JONATHAN L MITCHEN
DENNIS GLENN LIDDLE
HUGH PATRICK MCMICHAEL
BRIAN KEITH HINKLE
Peter Husted
Adam M Ward
DANIEL MARK AMIOT
KARLA MICHELLE KAFOREY
KARRIE KAY STEFANOV
GREGORY NEIL STELL
GRETCHEN JOANNA CARR
Benjamin Arthur Walton
KARL DAVID SCHLABACH
HENRY JASON REIFSNYDER
PEYTON JOSEPH GENTRY
TREVOR LINN HOSTETLER
Jordan Leigh Luhring
Steven Thomas Smith
STEFAN JOAQUIN GARCIA
Annette Renee Bantz
James Andrew Jones

Within 25 miles of Easton, OH, Best Investors lists 172 registered investment advisory firms with 520 offices nearby, managing about $16.7T in combined regulatory AUM across 2,972,712 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 Easton

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM