Best Investors Account Sign in

Best financial advisors in Fairfield, OH

Registered advisers within 25 miles of Fairfield, OH.

Offices
876
Firms
320
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,124,014 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RISKNEUTRAL, LLC
FIFTH THIRD SECURITIES, INC.
RANDOLPH CO INC
CINCINNATI ASSET MANAGEMENT INC
INDEPENDENT FINANCIAL PARTNERS
FINANCIAL ROUNDS
COORDINATED FINANCIAL PLANNING CORP
SCHMITT WEALTH ADVISERS, LLC
TITAN WEALTH MANAGEMENT
EADVISOR LLC
STONE TOWER WEALTH ADVISORS
LPL FINANCIAL LLC
MARINER
PFS INVESTMENTS INC.
CX INSTITUTIONAL, LLC

Investors

NATHAN DANIEL ENGER
Kyle Hoskins
Karthik Venkat Eswar
Nicholas A Scarbriel
KELSEY BRIANNA BOSCH
CARTER FITZ RANDOLPH
CARTER LOUIS RANDOLPH
Patrick Gilkey
Andrew Martin Ochoa
WILLIAM SAUER SLONEKER
GARY EDWARD HOLLANDER
GREGORY AARON FRANKLIN
Benjamin Alexander Dobler
Robert William Hansen
BRIAN NMI MUNOZ
SHARON E MILLER
KEVIN J. BARTO
PETER JOSEF SCHMITT
ANDREW WILLIAM SCHMITT
BRIAN CHRISTOPHER RIGBY
ELIZABETH I-LI NA
Matthew David ALATORRE
AUSTIN CARR
LINDA ERNESTINE BAUER
MICHAEL RAWLINGS
JOHN MICHAEL BRUEGGEMAN
MICHAEL WILLIAM CLARK
Elise Catherine Schulok
JAMES BARRY MCGRATH
GARRETT L COBB
Ethan Thomas Jackson
Jaden Andrew Schlosser
Luke Hardy Kremzar
JAMES EDWARD KENT
MARCIA ANNETTE FUTEL
DAYNA ROSE BYRD-MATTRESS
BRANDY DAVIS
JOSEPH KEMME
CHARLES FUTEL
DAMIAN JERMAINE LYONS
ARTHUR WALLACE FAULKNER II
WESLEY E HOLBERT
KEVIN ROLLIN SHANK
ANTHONY MIGUEL CAMPBELL
STEPHEN HERBERT PERRIN
JOSEPH T. PERIN
MATTHEW BUD BEAMER
JAMES G BRANDENBURGH
AUBREY HYDE RAMEY
JACOB JEFFREY WALKER
CHAD ANDREW BAXTER

Within 25 miles of Fairfield, OH, Best Investors lists 320 registered investment advisory firms with 876 offices nearby, managing about $17.4T in combined regulatory AUM across 3,124,014 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 Fairfield

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