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Best financial advisors in Madison-On-The-Lake, OH

Registered advisers within 25 miles of Madison-On-The-Lake, OH.

Offices
129
Firms
51
Combined AUM
$6.60T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,256,006 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARCHER INVESTMENT CORPORATION
ZAPPITELLI FINANCIAL SERVICES
CETERA INVESTMENT ADVISERS LLC
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLUESPRING WEALTH MANAGEMENT, LLC

Investors

Jack Schumacher
David R Branham
H David Rocker
KEVIN KILFOYLE
Todd Morgan
Toni Rae Armeni
Cyrus Massoudi
PATRICK GEORGE ARMSTRONG
CHRISTOPHER JOSEPH LEBEN
JAMES MAYER
CHRISTINE M WEIDIG
Steven Golenberke
Mark A Knight
Jeffrey Nagle
Jeffrey Marc Studniarz
SCOTT JACOB CAVELL
Matthew J Greenway
ROBERT ANTHONY ZAPPITELLI
Jeffrey Scott Burch
Robert Sason
DIANA CLAIRE Zappitelli-Ridenour
ROBERT ANTHONY ZAPPITELLI
Mark Anthony Baniewicz
Marc Thomas McLean
Brandon Charles Fritts
RYAN ROBERT ROBAUGH
CHRISTOPHER CHARLES ENTRINGER
Beth Anne Schneider
Lee Alexander Quignano

Within 25 miles of Madison-On-The-Lake, OH, Best Investors lists 51 registered investment advisory firms with 129 offices nearby, managing about $6.60T in combined regulatory AUM across 1,256,006 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 Madison-On-The-Lake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM