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Best financial advisors in Miamisburg, OH

Registered advisers within 25 miles of Miamisburg, OH.

Offices
520
Firms
182
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,083,435 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SUMMIT FINANCIAL, LLC
EAGLE STRATEGIES LLC
EVERHART ADVISORS
W&S BROKERAGE SERVICES, INC.
RIGHTWEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MCKINLEY CARTER WEALTH SERVICES, INC.
PARALLEL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
EUBEL BRADY & SUTTMAN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Adam Kirk Bowling
Amy Shreve
JENNA ARMSTRONG
Alisha Marie Blalock
JOSEPH CARL FISHER
JOSEPH SAMUEL ZAIDAIN
LAKSHYA ARORA
JONATHAN PAUL HLAVAC
LISA A BLOCK
DUANE JERROD GILLMAN
JAMES ROBERT ST.PIERRE
Wesley Gooding
Jeffrey Fuhrer
JERIC DEE WISECUP
Naomi Lynn Cline
CHARLES RICHARD SOUTHARD
SAMUEL LOUIS RINEHART
JOHN ALAN STUCKEY
Katherine Elizabeth Breitenstein
JASON D FISHER
Tyler Wayne Dayhoff
ERIK WAYNE DAYHOFF
RICKY LEE BOWMAN
Bhavna Singh
JOSHUA AARON WEILAND
JEFFREY ANDREW RICHARDSON
BRADLEY RICHARDSON
Matthew Alan Lucas
GUY WILLIAM RICHARDSON
GARY MICHAEL HOLSTINE
ROBERT ALAN LUCAS
ROGER BARRY CHUDDE
ROBERT EDWARD LAMPE
NICHOLAS MICHAEL STEBNER
JOSHUA MARK JOHNSON
JULIE A BROWN
CHRISTOPHER JAY BUCK
Benjamin Eugene Shroyer
ROBERT EARL LEE AARON HENRICH
ADAM MICHAEL CHUDDE
KENJI DAVID WILLIAMS
AFETSI AIDAM
BARRY ALLEN LINDER
Terrence Joseph Oliss
Logan Dawes
Matthew Dennis DiCicco
Neesha Crawford
Chase Conner Marshall
SARA V. MAHONEY
DAVID KEITH RAY
COURTNEY E STEPHENSON
Dawn Elaine Kramer
Egan Curtis Rosell
Brandon Matthew Kinney
MARY LYNN HEDRICK
MARY MCINTOSH
DEBORAH ANN LANCE
JOHN W. GRUBB
LISA L. MILLER
JOHN W GRUBB
Grant Russell Mooi
Ryan James Wolff
ROBERT JOSEPH BLOMMEL
TERESA MARIE RUBINS
JOHN M. BORCHERS
MICHAEL WENTER BORCHERS
SHAWN M MORRIS
Timothy JOHN Herron
ERIC THOMAS SADDLER
MICHAEL JOSEPH ABBINANTE
GREGORY MICHAEL BONNER
NICHOLAS RYAN AMOS
CHRISTOPHER EDWARD KOWAL
MATTHEW J PALMER
KELLY BRAMEL
JOHN DAVID ANDERSON
BRIGIDA NICOLE LOUCKS
ERIN DOHERTY
David Michael Space
Kevin T Poynton
Jennifer Ann Hall
BEVERLY MULLER RIDGWAY
KELLY MARIE LUKEN
C WILLIAM ANDERSON
JAY VINCENT SCHWIETERMAN
LISA RAE GROGG
Kelly E Conger
TERI D ENGLE
JOHN W JERVIS
PAUL EDWARD MACUSKI
TINA L BERNARDI
Walter Joseph Roderer
CHRISTOPHER D CARLSON
Christopher James Garrity
JOHN ARNOLD KNAPKE
Charles Michael Vinyard
William Samuel Drees
Anshu Chopra Vohra

Within 25 miles of Miamisburg, OH, Best Investors lists 182 registered investment advisory firms with 520 offices nearby, managing about $15.2T in combined regulatory AUM across 3,083,435 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 Miamisburg

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