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Best financial advisors in Farmdale, OH

Registered advisers within 25 miles of Farmdale, OH.

Offices
80
Firms
33
Combined AUM
$5.14T
Firm-wide filings, not assets booked only here
Clients
1.21M
1,207,567 clients when Item 5C has a number
Avg / client
$4.25M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
TRUSTMONT ADVISORY GROUP, INC.
EDWARD JONES
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
AUSDAL FINANCIAL PARTNERS, INC.
CORECAP ADVISORS
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Brian Davin
Austin Thomas Shortreed
Cynthia L Shively
DAVID CLIFFORD RIDER
Patrick J McFall
DONALD JUSTIN TYME BARZAK
Michael Conrow
Theodore Joseph Stazak
Michaela A Matthews
WILLIAM CHANCEY DAY
LINDSAY ELAINE LEWIS
Stacey L Rozzo
Isaiah D Wilhelm
MICHAEL JAMES MCMAHON
NICOLE DANIELLE JERVIS
MICHELLE ANN LAVERTY
Thomas Joseph Cimoric
Ryan Nisbett
Charles Michael Ricciardi
Randall Pompeo
Ryan John Glinn
JONATHAN GRANT LAPINE
MERRILL GEORGE WHIPPO
JOSEPH MICHAEL KUZMANKO
Eric J Vitelli
DOW WILLIAM LINDHOLM
Max Messett
KEVIN JOSEPH ORSINGER
STEPHEN RAY LEWIS
Matthew Ryan Mcewen
Robyn A Yahner

Within 25 miles of Farmdale, OH, Best Investors lists 33 registered investment advisory firms with 80 offices nearby, managing about $5.14T in combined regulatory AUM across 1,207,567 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 Farmdale

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM