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Best financial advisors in Lake Slagle, OH

Registered advisers within 25 miles of Lake Slagle, OH.

Offices
448
Firms
150
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,967,084 clients when Item 5C has a number
Avg / client
$5.59M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CWM, LLC
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK
GREENPORT FINANCIAL ADVISERS INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC

Investors

MIHAI FLORIN STAN
AARON THOMAS CREWSE
AMY LYNNE ADELMAN
DANIEL HAROLD LAHAIE
Connor Glenn Jarvis
DARRELL WILLIAM WRIGHT
Bradley Ian Smith
Clinton James Nickas
Travis Joseph DeZordo
LEVI EMERSON GREGORY
RUSSELL STEWART PLENT
Justin M Nodo
ALEXANDER G WAKEFIELD
TODD JEREMY HAWKE
BRIAN MICHAEL HAMILTON
Nicholas S Landy
NATHANIEL BRIAN BLAIR
Craig Michael Burgess
STEVEN MICHAEL LANDY
TIMOTHY CHARLES KIDDER
DAVID EMIL JOHNSON
STEPHEN SOWERS
John Marshall Graves
AUSTIN LACEY ALAMANDER HOLBROOK
Philip Warner
Jordan L Evans
Blake R Herideen
CHRIS SCOTT DEGIRALOMO
DOUGLAS MATTHEW GRIFFING
MICHAEL C KNOP
Lydia E. Kerr
Ryan Keefer
TODD MICHAEL DOWNERD
Maegan Francis
Jeffery D Keefer
TAMMY LYNN Knouff
ROBERT LAWRENCE AIGLER
JOHN ALLAN AIGLER
Bryce Edward Miller
KENNETH ANTHONY BOLDT

Within 25 miles of Lake Slagle, OH, Best Investors lists 150 registered investment advisory firms with 448 offices nearby, managing about $16.6T in combined regulatory AUM across 2,967,084 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 Lake Slagle

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