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Best financial advisors in Mentor, OH

Registered advisers within 25 miles of Mentor, OH.

Offices
462
Firms
185
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,177,064 clients when Item 5C has a number
Avg / client
$6.92M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
TIMEWEALTH ADVISORS INC.
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
COMMONWEALTH FINANCIAL NETWORK
BENJAMIN F. EDWARDS & COMPANY, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FAMILY LIFE FINANCIAL PLANNING
KINETIC WEALTH INVESTMENT ADVISORS, LLC
CARVER FINANCIAL SERVICES INC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Brett Allen Smith
JARAD JOSEPH REGANO
MICHAEL PAUL MALCHESKY
Kiara Tristen Clark
Kelley T Wachhaus
Maxwell T Grundy
Stacey A Smaretsky
SCOTT JOHN MARN
MICHAEL WAYNE SCRUGGS
JONATHAN DAVID HERBRUCK
MARK A KALMEYER
JAMES DANIEL YURMAN
Zane Edwin Parrott
DARREN CHRISTOPHER BROOKS
DAVE ALLEN MOLNAR
BRIAN LAFATA
EDWARD PATRICK RIGO
DEBORAH ANNE GEORGE
MARY JO FRANKS BOSWELL
JEFFREY SHAWN MATCHETT
MICHAEL J KOSTELNIK
THOMAS JESSE MARKELL
MORRIS W. BEVERAGE
BRYAN D. THOMAS
ERIC N KALEAL
Brandon Scott Rotsky
EVERARD BOND CORCORAN
RICHARD MARK PACKER
Bryan Thomas Fox
KIM HELLERMAN-HERSMAN
BOBBI JOANN BRUNER
SARA ANN O'NEIL
JAMES LEONARD LAMAR
Zachary Clark Edwards
Alexander James Waldron
NANCY ANN WILLIAMS
NIKOLAUS KARL WEARSCH
CHARLES KALE SCHULZ
TAMIKA MICHELE THOMAS
RAJDEEP CHATTERJEE
Daniel Wyatt McGinnis
Hunter Seth Schmeltzer
NICOLE ANN REMESIK
Joshua Michael Croyle
MITCHELL BRIAN SEELINGER
ROSEANN MARIE DIVINCENZO
MARK WILLIAM SPOERKE
Joseph Thomas Lowe
POLLY DUNS SMALL
ANDREW JOHN ZALIC
Randolph Nair Carver

Within 25 miles of Mentor, OH, Best Investors lists 185 registered investment advisory firms with 462 offices nearby, managing about $15.1T in combined regulatory AUM across 2,177,064 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 Mentor

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM