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Best financial advisors in Maple Valley, OH

Registered advisers within 25 miles of Maple Valley, OH.

Offices
774
Firms
242
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
2.98M
2,979,475 clients when Item 5C has a number
Avg / client
$5.73M
Combined AUM ÷ clients

Nearby offices

Firms

REVISOR WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.
VALMARK ADVISERS, INC.
CITIZENS SECURITIES, INC.
PLANMEMBER SECURITIES CORPORATION
TCM WEALTH ADVISORS
EQUITABLE ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OBJECTIVE CAPITAL MANAGEMENT, LLC

Investors

Adam Douglas Clark
BRADLEY JAMES WISE
LANDON RAY JONES
BERNARD JOHN MCKINNEY
KYLE DOUGLAS PATTERSON
Ethan N. Dunbar
Noah Matthew Allen Meyers
Nicholas George Cargill
Jacob Dunbar
Chelsea Marrie Haswell
MARLYNN SOLIWODA
JEFFREY SQUIER LATHROP
APRYLE MICHALE DAVIS
MARC JOSEPH SERVODIO
Teresa R Loll
MARK EDWARD FRYER
Jennifer Lynn Angel
Jeremy Beauregard Sloan
DEAN DOUGLAS KOHMANN
Cassidy Kohmann
Alexander Cole Hartzel
GREGORY A MCDERMOTT
MICHELLE LEE HANSEN
Benjamin Caplinger
Andrea Blacklock
Ryan Joseph Kimberly
BRYAN ALAN HUMMEL
Matthew Kimberly
BRUCE DAVID KOELLNER
SHARON SUE PARKER
Shannon M. Davis
JONATHAN DAVID TORRENS
JERIME MICHAEL MORDEW
FRANCIS Edward FACTORA
JULIE JANE SEELEY
DANNY DEAN EHMER
KEVIN LONGANECKER
KETAN INDULAL PAREKH
MATTHEW MIZE
RAFFAELLA OWENS
RUBY JAIN
LEONIDES PENA
ROBERT EDWARD POWERS
NANCY LAUREN
NICHOLAS MARTIN
MARK DOUGLAS WILLIAMS
DENNIS GLENN LIDDLE
HUGH PATRICK MCMICHAEL
JAMES SCOTT ORWIG
BRODERICK NELSON HAER
DAVID ERIC PETERSON
JAMES LYNN SHUBERT
MARK CLIFFORD PAGNI
MICHAEL ANTHONY RUFO
TRISTAN ROBERT LEWIS
CHRISTOPHER MICHAEL DENHOLM
ADAM STEVEN VERTES
WILLIAM KOBYLJANEC
Alex Daniel Mayes

Within 25 miles of Maple Valley, OH, Best Investors lists 242 registered investment advisory firms with 774 offices nearby, managing about $17.1T in combined regulatory AUM across 2,979,475 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 Valley

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