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Best financial advisors in Kirtland Hills, OH

Registered advisers within 25 miles of Kirtland Hills, OH.

Offices
441
Firms
177
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,159,055 clients when Item 5C has a number
Avg / client
$6.33M
Combined AUM ÷ clients

Nearby offices

Firms

LAKERIDGE WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
FIFTH THIRD SECURITIES, INC.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LIFEMARK SECURITIES CORP.
ARCHER INVESTMENT CORPORATION
ZAPPITELLI FINANCIAL SERVICES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLUESPRING WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Julie Marie Distler
BRIAN WILLIAM DISTLER
KAYLA ANN STOWE
SHAE ROBERT SAXTON
Connie Liu Lee
TRAVIS H FLANDERMEYER
ROBERT HAROLD JUSTICE
JASON ADAM STOCKMASTER
WESLEY W MORGAN
THOMAS DUNCAN MUSCENTI
Tracy Scott
Jordan William Stefanko
Anthony Michael Platano
Scott Allen Nickel
Tanya M Knight
Natalie R Zinni
Chandler J Smith
ANTHONY JAMES CONSTANTINE
LAWRENCE RAYMOND KOVAL
Matthew J Greenway
SCOTT JACOB CAVELL
ROBERT ANTHONY ZAPPITELLI
Jeffrey Scott Burch
Robert Sason
DIANA CLAIRE Zappitelli-Ridenour
ROBERT ANTHONY ZAPPITELLI
Mark Anthony Baniewicz
Brandon Charles Fritts
RYAN ROBERT ROBAUGH
CHRISTOPHER CHARLES ENTRINGER
Beth Anne Schneider
Lee Alexander Quignano
LORI VAJDICH
Justin Petty

Within 25 miles of Kirtland Hills, OH, Best Investors lists 177 registered investment advisory firms with 441 offices nearby, managing about $13.7T in combined regulatory AUM across 2,159,055 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 Kirtland Hills

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B 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