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Best financial advisors in Kent, OH

Registered advisers within 25 miles of Kent, OH.

Offices
765
Firms
245
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,331,485 clients when Item 5C has a number
Avg / client
$5.27M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
INDEPENDENT FINANCIAL GROUP, LLC
J.P. MORGAN SECURITIES LLC
THE HUNTINGTON INVESTMENT COMPANY
PNC WEALTH MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.

Investors

Joseph Martin Hartman
WILLIAM E FERGUSON
MATTHEW WILLIAM GARNER
Jeffrey Rosel Womack
Eric W Roberts
Todd Loughry
JOHN PAUL ORGAN
Nathan Philip Thomas
CIARRA ROSE BRUNN
COLIN JOEL WYMER
DONALD JAMES BARRETT
DAVID WAYNE YOUNG
JASON WAYNE YOUNG
MARK VINCENT MINNS
JAMES JOSEPH SCHAEFER
THOMAS LEO PFEIFFER
RICHARD PAUL GRISSOM
JEFFERY DEAN BRICKER
Ian B. Golias
MICHAEL PETER SCHLEGEL
Joseph Anthony Nicholson
Hunter Boardwine
JEFFREY ALAN FORCINA
Scott Wolf
KATRINA LOUISE RUSSO
ERIC DONALD STOCKLEY
Gary Thomas Miller
MICHELE LYNN Johns
DENNIS PAUL JUVAN
Gavin William Reaser
JAMES HOLLOWAY SCIORTINO
MARGARET MCGILL
Aaron Monegan

Within 25 miles of Kent, OH, Best Investors lists 245 registered investment advisory firms with 765 offices nearby, managing about $17.5T in combined regulatory AUM across 3,331,485 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 Kent

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM