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Best financial advisors in Kelleys Is, OH

Registered advisers within 25 miles of Kelleys Is, OH.

Offices
60
Firms
26
Combined AUM
$4.89T
Firm-wide filings, not assets booked only here
Clients
557K
556,796 clients when Item 5C has a number
Avg / client
$8.78M
Combined AUM ÷ clients

Nearby offices

Firms

BRICKER FINANCIAL
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JAMES RUTHSATZ PINNACLE ADVISORS LLC
SANCTUARY ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMPLIFIED MOMENTUM GROUP LLC
STONEX ADVISORS INC.
STRUCTURED INVESTMENT ADVISORS, LLC
AUSDAL FINANCIAL PARTNERS, INC.
OSAIC ADVISORY SERVICES, LLC

Investors

GREGORY T BRICKER
BRITTANY JANELLE GRIFFIN
LAURENCE DONALD BROWN
Brian Edward Bollenbacher
Serena Grace Steyns
David Frank Long
AMY CAMERON DALEY
DUSTIN JAY NESS
KEITH CHRISTIAN SWEIGERT
BRIAN PRESTON ALLEN
JAMES LEO RUTHSATZ
Adam Charles Wolf
DUANE CHARLES OHLY
BRETT RICHARD KINZEL
REBECCA ELDER
JASON PAUL KUHNLE
KIMBERLY S WEITHMAN
PAUL LEWIS APPEL
Timothy Alan Parkison
MITCHELL ALLEN STONESTREET
Keri Lynn May
ANTHONY ERIC KROMER
Jeffrey James Rosengarten
RACHAEL LYNN FUTO MASCHARI
Michael Kay Miller
SHAWN MATHEW ARMSTRONG
Jacob P Roth
Eric Kochendoerfer
Mackenzie Ferber
TIMOTHY JOSEPH WEYER
CRAIG LEE SOULE
MARTIN M HIPPLER
Anthony William Hosfeld
Benjamin L Haraway

Within 25 miles of Kelleys Is, OH, Best Investors lists 26 registered investment advisory firms with 60 offices nearby, managing about $4.89T in combined regulatory AUM across 556,796 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 Kelleys Is

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM