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Best financial advisors in Mason, OH

Registered advisers within 25 miles of Mason, OH.

Offices
957
Firms
332
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,497 clients when Item 5C has a number
Avg / client
$5.65M
Combined AUM ÷ clients

Nearby offices

Firms

RETIREMENT PLANNING GROUP, LLC
365 WEALTH MANAGEMENT GROUP
PROSPERA FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SOUND ASSET MANAGEMENT, INC.
BAYNES INVESTMENT COUNSEL LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MATSON CAPITAL LLC
MATSON MONEY, INC.
U.S. BANCORP ADVISORS, LLC

Investors

JAMES PAUL CONNELL
WILLIAM MICHAEL HAASE
WILLIAM LEWIS HAASE
Jay Ralph Slouffman
Dianna Marie Steen Knudsen
JENNIFER LYNN FERGUSON
DANIEL MICHAEL VAUGHAN
MILAN RASHMIKANT PATEL
Nicholas A Scarbriel
CORY WILLIAM YOUNGS
RODERICK LAVELL GOSA
Lucy E Weigel
Kenneth Crawford
FREDERICK DAVID GARTENLAUB
EDWARD ALLEN KOLANKO
BRIAN LARRY ROGERS
Sean Buckley
Michael Wessel
Frank Re
Veronica Mary Jaeger
ERIK EDWARD WALDRON
WILLIAM EDWARD HENNESSY
DONNA LYNN
Casey Rains
JAMES KEVIN DEMPSEY
CHRISTOPHER LEE BROWNING
Mark J. Stusek
Tyler Smith
Tyler Evans
SHANE ANDREW MCMAHON
BRIAN DAVID DEBORD
HEATHER NICOLE ANN NELSON
DANIEL JOSEPH LIST
Charles Patrick Smith
KELSEY BRIANNA BOSCH

Within 25 miles of Mason, OH, Best Investors lists 332 registered investment advisory firms with 957 offices nearby, managing about $17.6T in combined regulatory AUM across 3,115,497 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 Mason

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