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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

OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MONEY & CLARITY
EDELMAN FINANCIAL ENGINES
WEALTHQUEST CORPORATION
CX INSTITUTIONAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP
PROVENANCE WEALTH ADVISORS
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
HACKMAN FINANCIAL GROUP
FAMILY WEALTH ADVISORY GROUP, LLC
MML INVESTORS SERVICES, LLC

Investors

MICHAEL ANTHONY HEAD
ROBIN ALAN FREEMAN
WESLEY CUPRILL
THOMAS ANDREW NEMEC
ENID MARIA SANTIAGO
SHAWN DAVID KELLER
STEPHEN PAUL KING
Luke Robert Nordman
JENNY ANN BURNS
MICHAEL T MOORE
WADE KEITH DANIEL
JAMES CHARLES OLIGER
MICHAEL HANS LOEWE
MARK A BATES
Michael Riney
SAMUEL MARTINEZ
Robert Dorn Reichwein
Luke Leong
MEGAN KATHLEEN HAMMANN
W. DAVID KERN
Daniel Thomas Larson
CAMERON JOSEPH MAGOON
SHANE ANDREW MCMAHON
CHRISTOPHER BARNES
TODD RYAN BLESSING
DAVID PETER CRAIG
Bethany Morgan Carol Beebe
Diana Bowman Damico
Daniel David Wolf
JASON DANIEL JONES
CHARLES WAYNE MAXIM
GREGORY WARREN HANG
Gavin MacGregor Hang
WILLIAM GERARD MCKENNA
Tim John Tracy
Lucas J. Hiler
RYAN PATRICK VOET
JOSEPH LUKE JONES
STEVEN DUC NGUYEN
JOHN CHARLES SPENCER
MICHAEL ROBERT HACKMAN
Stephen Michael Hackman
ROBERT EDWARD HACKMAN
BENJAMIN ADAM LINSER
BENJAMIN ROBERT GROSSHEIM
ROBERT JOHN GROSSHEIM
JAMES JAY HOSKINS
GREGORY SCOTT STACY
Christian James Stacy
DANIEL LAWRENCE CUPRILL

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