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Best financial advisors in Lakewood, OH

Registered advisers within 25 miles of Lakewood, OH.

Offices
958
Firms
311
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,335,091 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

UBS FINANCIAL SERVICES INC.
GAME PLAN FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BOYD WATTERSON ASSET MANAGEMENT, LLC
MCDONALD PARTNERS LLC
NORTHCOAST RESEARCH PARTNERS, LLC
MAI CAPITAL MANAGEMENT, LLC
CITYMARK CAPITAL MANAGEMENT COMPANY LLC
CLEVELAND RESEARCH COMPANY LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
KLOPP INVESTMENT MANAGEMENT LLC
INDEPENDENCE CAPITAL CO., INC.

Investors

GEORGETTE M RICHARDS
Erin Elizabeth Ventura
MICHAEL S NOREHAD
THEODORE DAVID BECKMAN
MARIO QUINTERO
JENNIFER R DIEFFENBACHER
DONN HAYES CARMEL
TODD RAY CARMEL
Chelsea Ann Stockhaus
ADAM CARTER THAYER
GREGORY DAVID OVIATT
STEPHEN BRADLEY FUSH
RANK ORION DAWSON
MICHAEL RICHARD VANDENBOSSCHE
Ashish Kumar Mishra
Alec L Gevry
PATRICK JOSEPH PRATO
BRIAN A CONVERY
DEBORAH JEAN LEET
ARNOLD BEATTY MCDONALD
JOSEPH PATRICK STANZI
WILLIAM MAURICE HEGARTY
THOMAS ANTHONY YAKO
BRIAN ANDREW MCDONALD
MATTHEW ANDREW NORTON
JOHN EDWARD MCARDLE
Heather F Frutig
MICHAEL T MCGRAIL
LAURA ANN MINEO
JACQUELINE SUSAN RANDALL
MARYANNE RITA BATTISTONE
RUSSELL CURTIS WOOD
TED RICHARD STONE
DEVON FRANCES MCARDLE
TIMOTHY PATRICK NORTON
JONATHAN DANIEL HARTZLER
ANDREW JAMES STOVER
Dylan Ray Casler
TIMOTHY ANDREW WESTRA
JOHN MICHAEL HEALY
KARTIK MEHTA
Aaron Switalski
Nicholas Hiltbrand
Ronan Chambers
PATRICK JOSEPH CORRIGAN
AARON BRUCE REED
DAVID MELLIS
ANDREW THOMAS MAY
KENT WILLIAM LILLICK
JOHN RUMA
Rodney McFall
Iva Prcela
Jaron Lamar Campbell
MICHAEL EDWARD BEE
DAVID MICHAEL DIRK
JUSTIN CHARLES WAGGONER
BRIAN LEE GEVRY
THEODORE NOEL HELLMUTH
TIMOTHY MICHAEL HYLAND
KEITH MICHAEL HOUSUM
NORMAN HOWARD SIEGAL
APOSTOLOS KAPASSAKIS
Rafael Antonio Manzo Puente
Dillon James Bandi
Francis Patrick Straub
JAMES JON SANDERSON
CHARLES EDWARD CERANKOSKY
MICHAEL PATRICK KAVANAUGH
JOSEPH ANTHONY CONWAY
JOHN GEORGE PALGUTA
JOHN GUIDO CIANCIBELLO
RAFAEL JULIAN PEREZ
ALLISON JEAN WERDEN
Lauren Rose Lippert
ERIC BOSSHARD
BRENT RYAN SILVER
SAUL ADAM STEPHENS
ANGELO M NUZZO
Lois J. Gregory
JOHN J NICKLAS
brian D lewis
Omid Sattarian
Vandana Elizabeth Khanna
ROBERT E FRANZ
JASON ROBERT YUHAS
SEAN ALAN SARGENT
ANTHONY JOHN MERCURI
WALTER JOHN MANNS
JOHN STEMPIEN KLOPP
DAVID ANDREW CASSESE
DAVID CARL SABO
JAMES LANG THOMAS
THOMAS GREGORY SCHEIMAN
JOHN CHARLES CUSH
MARGARET KATHRYN ULRICH
JON R HEISCHMAN
SOHRAB SADEGI
JONATHAN DAVID CUSH
DAVID MICHAEL CUSH
Thomas Dlugopolsky
CHRISTOPHER NICHOLS
DENNIS CLARENCE TWAROGOWSKI
ROBERT ALAN BILLSTEIN
DAVID WILLIAM TOETZ
MICHAEL G ROMANELLO
STEPHEN MICHAEL FRANKO

Within 25 miles of Lakewood, OH, Best Investors lists 311 registered investment advisory firms with 958 offices nearby, managing about $18.2T in combined regulatory AUM across 3,335,091 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 Lakewood

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