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Best financial advisors in Maineville, OH

Registered advisers within 25 miles of Maineville, OH.

Offices
933
Firms
331
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,675 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPC
PRIVATE ADVISOR GROUP, LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
KELLY FINANCIAL PLANNING, LLC
F2 WEALTH
ON INVESTMENT MANAGEMENT CO
MAI CAPITAL MANAGEMENT, LLC
KESTRA ADVISORY SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

LAURA SAKALAS SMITH
GEORGE MATTHEW GREENERT
KELSEY BRIANNA BOSCH
ERIC MICHAEL ALBRIGHT
STEVEN EDGAR SEWARD
AMY RUTH BARKALOW
JON BRIAN PITCOCK
THOMAS JOHN NEESS
JACQUELINE ANNE STACEY
KEITH WAYNE REED
Timothy James Payne
BRIAN MICHAEL GEORGE
Lora J Hampton
Jeremy Ramsey
WILLIAM EDWARD HENNESSY
DONNA LYNN
Casey Rains
JAMES KEVIN DEMPSEY
CHRISTOPHER LEE BROWNING
Mark J. Stusek
Tyler Smith
Tyler Evans
SHANE ANDREW MCMAHON
Lucy E Weigel
Kenneth Crawford
THEODORE MICHAEL KELLY
ERIC SCOTT ROSS
PATTY KELLEY SCOTT
MICHAEL DOUGLAS WELDY
BRADFORD CHANDLER SMITH
TYLER P GAGNON
EVAN CHARLES SMITH
DON GAYLE BROSZ
MARK ALAN ROBERTS
Sean Buckley
Michael Wessel
Charles Patrick Smith
DAVID PETER CRAIG
Bethany Morgan Carol Beebe

Within 25 miles of Maineville, OH, Best Investors lists 331 registered investment advisory firms with 933 offices nearby, managing about $17.4T in combined regulatory AUM across 3,115,675 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 Maineville

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