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Best financial advisors in Lindentree, OH

Registered advisers within 25 miles of Lindentree, OH.

Offices
145
Firms
60
Combined AUM
$9.76T
Firm-wide filings, not assets booked only here
Clients
1.68M
1,675,228 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PACKERLAND BROKERAGE SERVICES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BUCKEYE FINANCIAL SOLUTIONS, INC.
AMERITAS ADVISORY SERVICES, LLC
CLARION RIVER ADVENTURES, LLC
MARINER

Investors

FAITH G. BOLEN
DENISE ANN BLEVINS
MATTHEW JAMES MAPLEY
Stephen Kyle Malek
Jason Byers
SCOTT BAXTER WILKINSON
MARSHALL MARC WEINBERG
Kristina marie Beers
SUSAN MARRAN
ERIC WILLIAM STROCK
DAVID WILLIAM RYAN
ROBERT DEAN FOUTTY
ERIC DALE SNIDER
Douglas Kline
Jacob M Kline
Oliver David Cornet
DAVID JOHN CORNET
WILLIAM RUSSELL LIBER
MATTHEW EDWARD LYSIAK
Asa Hodrick
Joshua Paul Perger
Amy M Hunter
JERRY DEANE HUPP
Scott Gregory Wilson
MICHAEL WILLIAM BRUIN
ANTHONY ARTHUR LAPINTO
PATRICIA ANN FINCH
MICHAEL EDWARD MCGERVEY

Within 25 miles of Lindentree, OH, Best Investors lists 60 registered investment advisory firms with 145 offices nearby, managing about $9.76T in combined regulatory AUM across 1,675,228 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 Lindentree

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM