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Best financial advisors in Huber Heights, OH

Registered advisers within 25 miles of Huber Heights, OH.

Offices
375
Firms
128
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,038,033 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
STRATOS WEALTH PARTNERS, LTD
U.S. BANCORP ADVISORS, LLC
PROSPERA FINANCIAL SERVICES, INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
ONEAMERICA SECURITIES, INC.
OSAIC WEALTH, INC.
SIGNAL ADVISORS WEALTH, LLC
SAFE HARBOR WEALTH MANAGEMENT, LLC

Investors

RONALD D REDD
Phillip K Kozen
Niasha Onia Hasina Piper
Arthur Coates
NICHOLAS ANDREW WURST
DAVID WAYNE HALL
SAMUEL JAMES BERNARD
JOEL MICHAEL GRUBER
MATTHEW SHAWN PARKS
Casey William Shaw
STEVEN JAY ALLREAD
DARRELL ALAN PATRICK
RAYMOND RICHARD THOMES
CHARLES DALE DAUGHERTY
Wanda F Long
LAWRENCE PETER POHL
CHARLES MCCARTY
RICHARD TUVELL
WILLIAM EARL FURAY
Darrien J Kynard
NATHANIEL AARON ABNEY
RICHARD KELLER
MICHAEL ALAN THEIN
ROBERT A EYRICH
NICHOLAS KAVALAUSKAS
CHRISTINE ANNE MAGOTEAUX
DONALD MAURICE WILLIAMS
STACY LYNN STAPLES
FOREST WILLIAM MOSES
JOSE RAFAEL RODRIGUEZ
JASON MICHAEL HALLMARK
SHAWN KENT HICKS
Kevin P Bish

Within 25 miles of Huber Heights, OH, Best Investors lists 128 registered investment advisory firms with 375 offices nearby, managing about $12.7T in combined regulatory AUM across 3,038,033 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 Huber Heights

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM