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Best financial advisors in Englewood, OH

Registered advisers within 25 miles of Englewood, OH.

Offices
374
Firms
126
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,036,342 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
SPIRE WEALTH MANAGEMENT, LLC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GUDORF FINANCIAL GROUP, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
ONEAMERICA SECURITIES, INC.

Investors

GARY ANTHONY KOZEE
Jeffery William Boland
DAVID JOHN LEVORCHICK
SEAN E GRILLOT
Shari N Stone
JAMES EDWARD STEFANOFF
ANDREW JONES
DANIEL M. GUDORF
Allison Marie Szkody
NICHOLAS R GOOCH
Evan Trick
Scott Leonard Young
ATTEE ARTHUR WILLIAMS
Ronald A. Jones
JESSICA ANN KEYS
Brian C Baker
BRIAN P DAULTON
Arthur Coates
Dillon Sims
Dustin William Kohler
Vicki Lynn Long
FOREST WILLIAM MOSES
ROBERT A EYRICH
NICHOLAS KAVALAUSKAS
CHRISTINE ANNE MAGOTEAUX
DONALD MAURICE WILLIAMS
STACY LYNN STAPLES
MICHAEL ALAN THEIN
NATHANIEL AARON ABNEY

Within 25 miles of Englewood, OH, Best Investors lists 126 registered investment advisory firms with 374 offices nearby, managing about $12.7T in combined regulatory AUM across 3,036,342 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 Englewood

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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