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Best financial advisors in Kings Mills, OH

Registered advisers within 25 miles of Kings Mills, OH.

Offices
923
Firms
333
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,433 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPC
PRIVATE ADVISOR GROUP, LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
365 WEALTH MANAGEMENT GROUP
PROSPERA FINANCIAL SERVICES, INC.
RETIREMENT PLANNING GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
BAYNES INVESTMENT COUNSEL LLC

Investors

GEORGE MATTHEW GREENERT
LAURA SAKALAS SMITH
WILLIAM EDWARD HENNESSY
DONNA LYNN
Casey Rains
JAMES KEVIN DEMPSEY
CHRISTOPHER LEE BROWNING
Mark J. Stusek
Tyler Smith
Tyler Evans
SHANE ANDREW MCMAHON
KELSEY BRIANNA BOSCH
ERIC MICHAEL ALBRIGHT
STEVEN EDGAR SEWARD
AMY RUTH BARKALOW
JON BRIAN PITCOCK
THOMAS JOHN NEESS
JACQUELINE ANNE STACEY
KEITH WAYNE REED
JENNIFER LYNN FERGUSON
DANIEL MICHAEL VAUGHAN
MILAN RASHMIKANT PATEL
Nicholas A Scarbriel
Dianna Marie Steen Knudsen
Lucy E Weigel
Kenneth Crawford
Timothy James Payne
WILLIAM MICHAEL HAASE
WILLIAM LEWIS HAASE
Jay Ralph Slouffman
JAMES PAUL CONNELL
RODERICK LAVELL GOSA
Sean Buckley
Michael Wessel
BRIAN MICHAEL GEORGE
Lora J Hampton
Jeremy Ramsey
EDWARD ALLEN KOLANKO

Within 25 miles of Kings Mills, OH, Best Investors lists 333 registered investment advisory firms with 923 offices nearby, managing about $17.4T in combined regulatory AUM across 3,116,433 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 Kings Mills

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM