Best Investors Account Sign in

Best financial advisors in Fairport Harbor, OH

Registered advisers within 25 miles of Fairport Harbor, OH.

Offices
363
Firms
142
Combined AUM
$12.1T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,159,047 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

LIFEMARK SECURITIES CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KEY INVESTMENT SERVICES LLC
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
TIMEWEALTH ADVISORS INC.
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
COMMONWEALTH FINANCIAL NETWORK
FAMILY LIFE FINANCIAL PLANNING
BENJAMIN F. EDWARDS & COMPANY, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

ANTHONY JAMES CONSTANTINE
LAWRENCE RAYMOND KOVAL
Natalie R Zinni
Chandler J Smith
Tanya M Knight
Marc Thomas McLean
Benjamin A Simerly
JARAD JOSEPH REGANO
MICHAEL PAUL MALCHESKY
Kiara Tristen Clark
Brett Allen Smith
Kelley T Wachhaus
Maxwell T Grundy
Stacey A Smaretsky
Anthony Michael Platano
Tracy Scott
Jordan William Stefanko
SCOTT JOHN MARN
MICHAEL WAYNE SCRUGGS
JONATHAN DAVID HERBRUCK
MARK A KALMEYER
JAMES DANIEL YURMAN
Zane Edwin Parrott
DARREN CHRISTOPHER BROOKS
MICHAEL J KOSTELNIK
THOMAS JESSE MARKELL
MORRIS W. BEVERAGE
BRYAN D. THOMAS
ERIC N KALEAL
BRIAN LAFATA
DAVE ALLEN MOLNAR
EDWARD PATRICK RIGO
MARY JO FRANKS BOSWELL

Within 25 miles of Fairport Harbor, OH, Best Investors lists 142 registered investment advisory firms with 363 offices nearby, managing about $12.1T in combined regulatory AUM across 2,159,047 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 Fairport Harbor

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM