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Best financial advisors in Mayfield Heights, OH

Registered advisers within 25 miles of Mayfield Heights, OH.

Offices
880
Firms
286
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,322,952 clients when Item 5C has a number
Avg / client
$5.38M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
STRATOS WEALTH PARTNERS, LTD

Investors

Adam james Bialosky
DANIEL P LEUGERS
JOHN CARL BRAYER
PHYLLIS YVONNE RICHARDS
ROSS ALBERT CROUCHER
CHARLES CONRAD
JOSEPH ALAN MILFORD
Andriy Sachovskyy
JO ANN DESMARTEAU-TRUSNIK
JOHN MARK BOONE
Dylan James Lanning
BRENDA D BOONE
JENNIFER ROSE DANKO
Robert Steven Skerda
Stephanie Flask
Marc Thomas McLean
Brett J Hilton
Gabriel LaBianca
JOHN EDWARD DAILEY
BRIAN CHRISTOPHER HIRKO
CHRISTINE M WEIDIG
Steven Golenberke
Mark A Knight
Jeffrey Nagle
FRANCIS MICHAEL LANN
Greg A Margevicius
MARK CHRISTOPHER HARRISON
LINDA MARIE PETERS
GABRIEL ALEIA JACKSON
JOHN PAUL WITRI
CHUNYING LIN
ANTHONY KENNETH CENNAME
STEFANIE RUTH PEOPLES
DAVID WILLIAM KOLER
MICHAEL ALLEN KOLER
GERALD MATTHEW KOLER
KIMBERLY ANN HUDAK
STEVE NAPIER
ROBERT JOSEPH MASTRANGELO
JENNIFER ANN LEMASSENA
JESSICA RAE PALMER
BLAKE NEIL RAWSON
LIAM BEFFA GUINEY
MICHAEL S KARDER
JULEE ANN MOTT
EDWARD JOSEPH WILSON
FREDERICK THOMAS COOK

Within 25 miles of Mayfield Heights, OH, Best Investors lists 286 registered investment advisory firms with 880 offices nearby, managing about $17.9T in combined regulatory AUM across 3,322,952 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 Mayfield 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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM