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Best financial advisors in Middlefield, OH

Registered advisers within 25 miles of Middlefield, OH.

Offices
400
Firms
143
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,158,321 clients when Item 5C has a number
Avg / client
$5.52M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.
EQUITABLE ADVISORS, LLC
SORFIS INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
TURNING POINT ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC

Investors

Jennifer L Pazicni
THOMAS DEAN HART
Justin Anthony Brock
Joshua Barr
STUART RAY MILLER
Eric Douglas Rotolo
MATTHEW T KISSELL
RYAN DIMEOLO
JOSEPH THOMAS KOSTER
Samuel Ernest DiFiore
JENNIFER LYNN HOPE
Daniel J DiBlasi
GREGORY ALLEN TAYLOR
DAVID CODMAN TURBEN
CHERYL LYNN GAZSO
Derek Sullivan
TIMOTHY BRANDON COHEN
SHAUN G SOUKENIK
Stacey L Rozzo
Isaiah D Wilhelm
MICHAEL JAMES MCMAHON
Charles Michael Ricciardi
Randall Pompeo
MERRILL GEORGE WHIPPO
MICHELLE MARIE BISSLER
Justin Marshall Yates

Within 25 miles of Middlefield, OH, Best Investors lists 143 registered investment advisory firms with 400 offices nearby, managing about $11.9T in combined regulatory AUM across 2,158,321 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 Middlefield

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM