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Best financial advisors in Litchfield, OH

Registered advisers within 25 miles of Litchfield, OH.

Offices
579
Firms
188
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,925,348 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

FRACTAL FINANCIAL DESIGN, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
YOUR WEALTH FINANCIAL SOLUTIONS, LLC
ODA AND COMPANY, INC.
CITIZENS SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
LEXAURUM ADVISORS
FIRST MASON FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC

Investors

BRETT MICHAEL THOMAS
David J Bolgar
CRAIG DAYTON COUCH
Gregory A Beier
Robert D Moser
Amanda A Sharratt
STANLEY ODA
PATRICIA SUE HORNAK-BOX
KEVIN A. MEEK
Benjamin Caplinger
Michelle M Pipcak
Logan James Huffman
Ryan Matthew Wilk
Lindsay Kolek
Richard Parsson
Teresa Cotman
Erik Stern
Gary Martin Chidsey
Bradley Robert Shook
DANIEL JEROME MASON
JOHN MICHAEL MCGEE
HANNAH KOTT MAGRUM
KENT P VON DER VELLEN
Amelia Lee Urbanik

Within 25 miles of Litchfield, OH, Best Investors lists 188 registered investment advisory firms with 579 offices nearby, managing about $15.6T in combined regulatory AUM across 2,925,348 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 Litchfield

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM