Best Investors Account Sign in

Best financial advisors in Lakemore, OH

Registered advisers within 25 miles of Lakemore, OH.

Offices
554
Firms
176
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,968,344 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
HYLAND WEALTH MANAGEMENT LLC
INTEGRATED WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
PRESPER FINANCIAL ARCHITECTS, LLC
KEY INVESTMENT SERVICES LLC

Investors

TIMOTHY ADKINS
Ryan J. Lehuta
Benjamin Brenneman
MARGARET MCGILL
Aaron Monegan
MICHAEL D ANDREWS
ANTHONY J. NICODEMO
STEPHANIE DEMUESY
WILLIAM OWENS AHONEN
Brandon Andrew Pratt
PAUL GNALL
Douglas Alan Radefeld
JOHN W. MALLOY
SUNGKI LYNN LEEMASTER
ROBERT N RUGGERI
KIM ROBINSON
MICAH CZIRR
KIMBERLEY AILEEN PARSONS
RYAN M BAYONNET
MATTHEW PAUL NOLL
Stephen Stanton Jackson
Brandon R Oing
Tracy Marie Williams
EDWARD MICHAEL GROSKO
BENJAMIN D GROSKO
Kailey Bonniwell
MICHAEL RAYMOND KOLY
Ethan Edward Hawkins
HENRY EARL PAUL
THERESA MARIE MEINEN
KATHRYN ANN JESSER
STEPHEN JOHN BERGMAN
JUDITH OWENS
LINDA MARCILLE REALL
Kenneth Edward Frost
Todd Loughry
Lisa Marie Loughry
KEITH MICHAEL LUCAS
Derek Lee Crihfield
JENNIFER YOLANDA CORWIN
THOMAS MICHAEL PRESPER
WAYNE SALSBURY
Daniel Clayton Garner
JONATHAN DANDE EVANS

Within 25 miles of Lakemore, OH, Best Investors lists 176 registered investment advisory firms with 554 offices nearby, managing about $16.8T in combined regulatory AUM across 2,968,344 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 Lakemore

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