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Best financial advisors in Maple Heights, OH

Registered advisers within 25 miles of Maple Heights, OH.

Offices
1,147
Firms
359
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,345,773 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
KEY INVESTMENT SERVICES LLC
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CERITY PARTNERS LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
CUNNINGHAM WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC

Investors

THOMAS FRANCIS DOWD
Gabrielle White
Alexandria Leigh Hodge
BRIAN JOHN KULAK
Michael Timothy Grote
Spencer Mannix Roule
ROBERT CHARLES SMITH
MATTHEW S. OLVER
ERICA MARIE CAMERON
ANTHONY J. BASALLA
Michael A Gabriel
Niniek Sulandari
Adam M Baker
GREGORY SCOTT PERRAM
JAIME L ZARLENGA-SIEGLER
LEISA JO SCOTT
MICHAEL SCOTT HARLEY
Brian Adams
NICHOLAS MCRANDAL
Teresa Cotman
JEREMY MICHAEL SAHAM
DEVOLEON TAYLOR
ZACHARY LUTHER LEWIS
Kaleb Channing Hupp
GLENN NMN CUNNINGHAM
JAMES LOUIS DAVIS
DANIEL PATRICK CUNNINGHAM
KYLE EOIN KENNEDY
MICHAEL THOMAS DOLOHANTY
DAVID C BARTH
RYAN RADONICH
TIMOTHY ROBERT HOLDSWORTH
DANIEL BRADY COTTER
TIMOTHY J COWDRICK
ALEX JOSHUA MCKENNA
Sean Michael McCoy
Steven John Biltz
MICHAEL A LEWIS

Within 25 miles of Maple Heights, OH, Best Investors lists 359 registered investment advisory firms with 1,147 offices nearby, managing about $19.6T in combined regulatory AUM across 3,345,773 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 Maple Heights

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM