Best Investors Account Sign in

Best financial advisors in Geneva On The Lake, OH

Registered advisers within 25 miles of Geneva On The Lake, OH.

Offices
93
Firms
42
Combined AUM
$6.23T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,190,115 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC

Investors

Toni Rae Armeni
KEVIN KILFOYLE
H David Rocker
Jack Schumacher
David R Branham
Todd Morgan
ANGELA MARIE Bowman
CHAD VAVPETIC
Joseph Anthony Zappitelli
Ally GraceAnn Durkovic
Jacob Ronald Zappitelli
Kristen Anna Futchko
Anthony Michael Monda
Hayden Wylie Dattilio
JON P GLINK
JOSHUA J GOTTRON
NATHAN ALAN SMITH
Daniel Ralph Sposito
JAMES ALLEN LEBZELTER
Joseph Massucci
Ryan Wagner
John A Bowler
Jaymes Delmont Pew
GERALD ROBERT GIANGOLA
Jacob David Flautt
David Alan Flautt
PHILLIP ANDERSON
Rachel Lynne Okorn
DANIEL HUFFMAN
RACHEL DOMINESSY
EARLINE ELLA STILTNER
ROY LEE STILTNER
Cyrus Massoudi
PATRICK GEORGE ARMSTRONG
CHRISTOPHER JOSEPH LEBEN
JAMES MAYER

Within 25 miles of Geneva On The Lake, OH, Best Investors lists 42 registered investment advisory firms with 93 offices nearby, managing about $6.23T in combined regulatory AUM across 1,190,115 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 Geneva On The Lake

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM