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Best financial advisors in Lorain, OH

Registered advisers within 25 miles of Lorain, OH.

Offices
406
Firms
140
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.73M
2,733,384 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
CORECAP ADVISORS
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
W.A. SMITH FINANCIAL GROUP
EDWARD JONES

Investors

JOSEPH MICHAEL MELENICK
CHARLES JOHN CHAPMAN
Robert Michael Janik
Robert Charles Lord
Mark Richard Green
ZACHARY STILLMAN
JOHN LAWS
Derek Craig Hamons
John R Donnelly
PETER ALBERT NOVAK
ERIC LOUIS HEILMANN
Nicholas Vaglia
KATHERINE ROSE WHITE
ROBERT NELSON STCLAIR
JOHN MIKLOVIC HYNEMAN
RONALD ALAN JURCZYNSKI
Kyle Hancharick
Braeden Friss
Zachary Adam Bush
NATHANIEL STEVEN FOCKLER
LOGAN EDWARD BOLIN
David H Coletto
Kimberly S Plzak
Serina M Lopez
Lisa Maria Kopco
JASON ANDREW LEPPLA
CHERYL PATRICIA JANIK
RENEE LOUISE DIETZ
DARREN EDWARD STEPHENS
Robert Alan Brooks
Bryan Buhoveckey
Joseph Paul Merk

Within 25 miles of Lorain, OH, Best Investors lists 140 registered investment advisory firms with 406 offices nearby, managing about $13.9T in combined regulatory AUM across 2,733,384 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 Lorain

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM