Best Investors Account Sign in

Best financial advisors in Edgewater, OH

Registered advisers within 25 miles of Edgewater, OH.

Offices
942
Firms
307
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,335,081 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
SIMPLICITY WEALTH
EQUITABLE ADVISORS, LLC
COPPER RIDGE WEALTH MANAGEMENT, LLC
ZAK ADVISORY, LLC
UBS FINANCIAL SERVICES INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PROVIDENCE FINANCIAL SERVICES, LLC
CLEVELAND CAPITAL MANAGEMENT, L.L.C.

Investors

FRANCIS MICHAEL LANN
Greg A Margevicius
Brett J Hilton
Gabriel LaBianca
MARK CHRISTOPHER HARRISON
LINDA MARIE PETERS
GABRIEL ALEIA JACKSON
JOHN PAUL WITRI
CHUNYING LIN
ANTHONY KENNETH CENNAME
STEFANIE RUTH PEOPLES
JOHN EDWARD DAILEY
BRIAN CHRISTOPHER HIRKO
Robert Steven Skerda
Stephanie Flask
JOSEPH ALAN MILFORD
ROSS ALBERT CROUCHER
CHARLES CONRAD
Douglas L Thomas
Arcie Petty
Randy Jay Kinsey
MICHAEL JAMES DASO
ALEXANDER BENJAMIN SOLOVE
JACOB MARCH SCHAEFER
WILLIAM PAUL DAVIS
FRANK JAY ZAK
MICHAEL OTOOLE LEAMON
BRADLEY HOWARD BARTEL
MATTHEW RICHARD HOWARD
SUSAN LEE PATCHEN
SPENCER HERBERT SEAMAN
RICHARD STEVEN MILLIGAN
WILLIAM RALPH MURMAN
ANTHONY JAMES GOLDYN
Ryan Dorff
SEAN ANTHONY STAMPER
JORDAN TYLER GUZMAN
Amy A Leamon
Christopher Cabot Murman
GREGG A. HARTMAN
JOHN RYAN
Conor Murphy Hartman
DOUGLAS PATRICK SANKER
WARREN RICHARDS COX
JOHN KEVIN RYAN
TIMOTHY WILLIAM RYAN
Stephen Shuman
Melis Uras Bilski
SANDRIA MARIE CALIO

Within 25 miles of Edgewater, OH, Best Investors lists 307 registered investment advisory firms with 942 offices nearby, managing about $18.2T in combined regulatory AUM across 3,335,081 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 Edgewater

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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM