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Best financial advisors in Middleburg Heights, OH

Registered advisers within 25 miles of Middleburg Heights, OH.

Offices
1,082
Firms
344
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,340,820 clients when Item 5C has a number
Avg / client
$5.84M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
INTENTIONAL WEALTH PARTNERS
PORTFOLIO MEDICS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
PRINCIPAL SECURITIES, INC.
LPL ENTERPRISE, LLC
WS WEALTH MANAGEMENT, LLC
FIDATO WEALTH LLC
SKYBOX FINANCIAL GROUP LLC
KEY INVESTMENT SERVICES LLC

Investors

Barry Morris
LEAH A HADLEY
JENNIFER SUZZANE BUSH
DENISE GREENE FRENCH
JOSEPH WILLIAM HAMEL
Lauren Michelle Banaszak
Stephen Kulikowski
DAVID WILLIAM KOLER
MICHAEL ALLEN KOLER
GERALD MATTHEW KOLER
JENNIFER ROSE DANKO
John Joseph Grech
BRIAN R SHREVE
Gregory R Markus
BRUCE EDWARD MURPHY
MATTHEW W KULLA
KIRILL VLADIMIROVICH VOLOKHOV
MARK ANTHONY SKVORETZ
MARISSA GRACE BEYER
Brennan J Thiergartner
Daniel John Yergan
AMY JOSEPHINE D'AMICO
Brian Eberhardt
ERIC T PUCEK
Andrew J. Outcalt
ANTHONY SERAFINO D'AMICO
David Arthur Flaspohler
GLENN SCOTT SEARLES
DAWN KIMBERLY MULLENAX
JASON DANIEL CAPLES
MATTHEW ALLEN RIDLER
Joel A Wozny

Within 25 miles of Middleburg Heights, OH, Best Investors lists 344 registered investment advisory firms with 1,082 offices nearby, managing about $19.5T in combined regulatory AUM across 3,340,820 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 Middleburg 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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM