Best Investors Account Sign in

Best financial advisors in Lakeview, OH

Registered advisers within 25 miles of Lakeview, OH.

Offices
95
Firms
34
Combined AUM
$4.71T
Firm-wide filings, not assets booked only here
Clients
968K
968,432 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RANDY L. COPUS AND ASSOCIATES,LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
TCP ASSET MANAGEMENT, LLC
MONEY CONCEPTS CAPITAL CORP
BELSER PINNACLE FINANCIAL ADVISORS, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Laura Duncil
JASON MICHAEL FAULDER
RANDY LYNN COPUS
JAY PATRICK CLARK
AMY SUE GRUNDEN
JESSICA H MCNAMEE
Natalie Danielle Knerr
JESSICA MARIE SIMMONS
Nathaniel Eugene Dodds
Darin Dee Olson
Robert A Powell
JOHN T. BELSER
Zachary Jonathan Ross
ERIC JAMES HAUBERT
TRACY ALAN STROUS
Colton Thomas Lowry
Jacob Lee Miller
William Lewis
JOSEPH MURLE GREEN
Lois Ann Davis
Jeffrey William Overberg
Tony Scott Stinebaugh
ROBERT WENDELL PALENSHUS

Within 25 miles of Lakeview, OH, Best Investors lists 34 registered investment advisory firms with 95 offices nearby, managing about $4.71T in combined regulatory AUM across 968,432 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 Lakeview

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM