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Best financial advisors in Genoa, OH

Registered advisers within 25 miles of Genoa, OH.

Offices
310
Firms
108
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,068 clients when Item 5C has a number
Avg / client
$3.74M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
CONSOLIDATED PORTFOLIO REVIEW CORP
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE HUNTINGTON INVESTMENT COMPANY
INDEPENDENT FINANCIAL PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
PNC WEALTH MANAGEMENT LLC

Investors

AARON T MOORE
JORDAN BROOKS MOORE
HEATHER L STANSFIELD
JOSEPH EDMUND CLEMENT
Larry Othel Dean
Courtney R Hammer
Austin Scott Dean
Brian Joseph Greggila
Gino Nick Chiappetta
JACOB CHARLES CHALUPA
Gregory Phillip Row
RYAN JACOB SHERWIN
Devin Vaughn Zeisset
Matthew H Moyer
Cheryl Gill
JASON RYAN REPP
JAMES EDWIN BUNKE
BRENT EDWARD SHIMMAN
FRANK JOSEPH DOBNIKAR
Zachery Briggs
DUSTIN ROBERT ALEXANDER
Nathan R Boyer
Brian Matthew Davis
Julie Walker Halladay
Dylan Michael Clement
DONALD ALAN HESS
LAWRENCE S FAIRALL

Within 25 miles of Genoa, OH, Best Investors lists 108 registered investment advisory firms with 310 offices nearby, managing about $11.3T in combined regulatory AUM across 3,035,068 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 Genoa

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