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Best financial advisors in Loveland, OH

Registered advisers within 25 miles of Loveland, OH.

Offices
866
Firms
311
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,113,317 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

JOHNSON CAPITAL ADVISORY, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
NORTHPOINT FINANCIAL PLANNING LLC
MESSMER CAPITAL ADVISORS LLC
EQUITTA ADVISORS LLC
FOUNDERS FINANCIAL SECURITIES LLC
FAITH FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
BROWN FINANCIAL ADVISORS, LLC
DEETER ADVISORY GROUP, LLC
FIFTH THIRD SECURITIES, INC.

Investors

JAMES MELVIN JOHNSON
Robert Alan Dean
CHRISTINE JANET ENGELKAMP
Kayla Ann Grimslid
Syrrel Christian Wilks
Jacob Robert Santel
Seth Thomas Knudsen
David Pryor
PAUL JOHN PFEIFFER
MICHAEL J MESSMER
DANIEL PAUL MESSMER
BRIAN JAMES SCHLOSSER
MATTHEW JOSEPH MITHOEFER
SANDRA FAITH HALL
Michael Edward Sauer
RYAN PATRICK HOOVER
DENNIS RAY HORR
TYLER DEAN HEWLETT
John Matthew Eiben
MYRON JAMES BORTH
Alexander Edward Brown
GREGORY ALLEN BROWN
DAVID HILLIARD SATTERWHITE
JOSHUA DAVID DEETER
PAMELA SUE Davis
FERAAS ISA SULEYMAN
S Renee Whisman
NICHOLAS ALLAN NIEHAUS
KATHERINE HUPP
Ryan Rospert
SAVERIO P GRIPPA

Within 25 miles of Loveland, OH, Best Investors lists 311 registered investment advisory firms with 866 offices nearby, managing about $18.1T in combined regulatory AUM across 3,113,317 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 Loveland

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 CAPTRUST 963 advisers $1.24T 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