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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

ASPIRIANT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WURZ FINANCIAL SERVICES, LLC
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
EAGLE REALTY CAPITAL PARTNERS, LLC
TOUCHSTONE ADVISORS INC
W&S ADVISORY SERVICES, LLC
FORT WASHINGTON INVESTMENT ADVISORS INC
W&S BROKERAGE SERVICES, INC.
PROSPERA FINANCIAL SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TUDOR FINANCIAL, INC.
WESTMINSTER FINANCIAL ADVISORY CORP
LPL FINANCIAL LLC
BARTLETT & CO. WEALTH MANAGEMENT LLC
TIMBER BAY PARTNERS, LLC
1919 INVESTMENT COUNSEL, LLC

Investors

PETER LEWIN SCHWARTZ
GREGORY PAUL FASIG
PAUL JOHN NIKOLAI
Corey Robert Marty
DARREN WURZ
CHARLES WILLIAM DIEHL
James Joseph Kissane
MICHAEL JOSEPH YORK
R CRIT THOMAS
NATALIE MARIE MCDONALD
Michael Raymond Orr
Michael Day
SHEMIKA LASHAWN FREEMAN
Cody Lee Owens
Juan Sebastian Uran Munoz
Ryan Kohout
Patrick James Gates
Blaine Walters
Austin Ward
Davis Cohen
Samuel Alfredo Ruiz
TIMOTHY DAVID PAULIN
BARRETT JASON DRIGGETT
TIMOTHY JOHN COSTANZA
KENNETH JAMES FISH
BRADLEY STEPHEN WATTERSON
ROBERT GEORGE HENDON
M MOLLY SWAMI
BRIAN WILLIAM NUGENT
MATTHEW EDWARD CAMPBELL
MARY TAYLOR MOCK
DANIEL SCOTT RAPPUCCI
MATTHEW ROBERT BARRY
MICHAEL STEPHEN JONES
THOMAS JAMES SINGLER
THOMAS JOSEPH GROUT
TODD MICHAEL NUSS
CHRISTOPHER MICHAEL FANGMANN
EMILY ANNE BARNES
Timothy James Pratt
Nicholas Michael Sexton
Patrick Charles Farris
CHRISTOPHER RAGEN FROST
Brian J Kirst
Jason Zawalich
Alexander Bahlinger
Dylan Rupp
Daniel Mark Downing
Alec McClellan
Marco Sabato
JOHN FRANCIS ONEAL
BRIAN STEPHEN CHEYNE
Jacob Andrew Willis
JOSEPH GIAR
BRETT WAGNER
WILLIAM Frederick KUSSIN
Michael DiBattista
BRYCE ARTHUR STORM
Anthony Carl Lazzeri
MELINDA CATHERINE BURGESS
BENJAMIN J ALGE
Andrew David Messner
JOSEPH GERARD GROBBEL
Stephanie Pack
DILLON PARIAN BRODERICK
Jack Netter Smith
Brandon Acosta
Joshua Alan SUEDKAMP
James Welch
Bartlomiej Pindela
Robert Moody
Owen Smith
Pierce James Blalock
Daniel Allen Webster
JOSEPH ANTHONY CAJKA
MICHELE E HARGIS
JOE DON COLE
DANIEL JOSEPH CARTER
Laura Elizabeth Farro
JAY MICHAEL RAFFLE- DEVINE
KATE CARDILLO BROWN
MEGHAN Rafferty Erbaugh
ZARINAH AMATULLAH MITCHELL
Tracey Marie Stofa
WILLIAM GRIMES CREVISTON
Brendan Matthew White
Kyle McKenzie Payne
Daniel Travis Gibson
JOSHUA MICHAEL SILLIES
Michael Edward Rudnicki
Irene Ay-Luen Tsai
MARY BETH BLAIR
SHAWN MICHAEL SCOTT
ANTHONY RAY HARRIS
TIMOTHY STEVEN STEARNS
Ian Wilson
STEPHEN R CRONE
Ricki Joseph Wilson
Brandi Rae Kohlsmith
Richard Anthony Kohl
Andrew Wayne Tate
GRANT STEVEN DONALDSON
Adam Michael Donaldson
MELVIN CHARLES BRAZIE
DREW ALAN BRAZIE
JOHN PATRICK MILO
SHANNON MARIE WILKIN
PAUL ALAN BRAZIE
JESSICA LYNN DAVIS
CHRISTINE P Y TENBARGE
Jonathan Finkler
Aaron Balch
ALIYA LINDSAY RIDDLE
TIMOTHY ANDREW BACK
Gina Palazzo Slayton
Catherine Lillian Crawford
Brian Michael Walker
Andrew D Holthaus
Keith Eugene Dershem
Justin Matthew Ellis
BRIAN FRANCIS ANTENUCCI
JASON MARTIN KATZ
DAVID PHILIP FRANCIS
CRAIG M SAREMBOCK
KYLE WILLIAM POHLMAN
CHRISTOPHER DOUGLAS ROBBINS
LORI BETH POOLE
JAMES BRIAN HAGERTY
HOLLY HIRT MAZZOCCA
MICHAEL SAYERS CAMBRON
WOODROW HUNTER UIBLE
KENNETH LAWRENCE SCHLACHTER
RONALD TIMOTHY BATES
Robert Paul Huesman
ADRIAN MICHAEL SCHAU

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