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Best financial advisors in Lawrence, OH

Registered advisers within 25 miles of Lawrence, OH.

Offices
482
Firms
162
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
2.97M
2,967,756 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THE HUNTINGTON INVESTMENT COMPANY
WROUGHT IRON FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
NEWEDGE ADVISORS
ROYAL FUND MANAGEMENT, LLC
PFS INVESTMENTS INC.
MML INVESTORS SERVICES, LLC

Investors

Andrew Varca
KARLA MICHELLE KAFOREY
DANIEL MARK AMIOT
KARRIE KAY STEFANOV
Brad Arthur Carpenter
Paul Frey
Jonathan Sias
Samantha R Heisley
Joseph Anthony Mirocke
Joseph Tornabene
Joshua Paul Thurman
Travis A Spicer
Quentin A Peters
Jenna Marie Gordon
Kevin J Surnear
Philip J Robinson
JEFFREY ALLEN STOLL
MARK ANTHONY ROJEK
ANTHONY RAYMOND LOMBARDI
Bryce Edward Miller
KENNETH ANTHONY BOLDT
ROBERT LAWRENCE AIGLER
JOHN ALLAN AIGLER
Todd Richard Loxley
BRUCE CARL GILMORE
RICHARD LYNN NESTER
HENRY EARL PAUL
THERESA MARIE MEINEN
KATHRYN ANN JESSER
STEPHEN JOHN BERGMAN
JUDITH OWENS
MIHAI FLORIN STAN
MARSHALL MARC WEINBERG

Within 25 miles of Lawrence, OH, Best Investors lists 162 registered investment advisory firms with 482 offices nearby, managing about $16.6T in combined regulatory AUM across 2,967,756 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 Lawrence

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