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Best financial advisors in Milford Center, OH

Registered advisers within 25 miles of Milford Center, OH.

Offices
489
Firms
196
Combined AUM
$15.9T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,739,644 clients when Item 5C has a number
Avg / client
$5.81M
Combined AUM ÷ clients

Nearby offices

Firms

DEMERS FINANCIAL PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
VALIC FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
TRICORD WEALTH ADVISORS
KESTRA PRIVATE WEALTH SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
VOYA FINANCIAL ADVISORS, INC.
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
EQUITABLE ADVISORS, LLC
ALEXANDER FINANCIAL PLANNING, INC.
WELSPIRE LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KIPI FINANCIAL PLANNING LLC

Investors

Katherine Rider
Austin Fisher
TALIA MUSOLINO
JOHN MICHAEL BEAN
TERRY EDWARD RUMKER
CHRISTA MARIE MCGREW
Traci Lynn Born
DANIEL STEPHEN PHILLIPS
ROBERT ALAN HYNEMAN
ANDRES VELASQUEZ
SHIRLEY ANN MCALLISTER
LYNETTE JUSTICE
RENEE LYNN COIL
CARRIE W CUMMINGS
ROBERT DICKSON
BRIAN THOMAS MICKELSON
MATTHEW JAMES MCDONOUGH
JOEL JAMES SECKEL
MARTIN JOSEPH ROESCH
MICHEAL FRED MILLER
JAVIER LUIS PIQUERO
WILLIAM RICHARD SHULACK
DONNITA L MACKIE
JESSICA LYNN SIMPSON
KYLE ANDREW RADELOFF
Joseph M Ball
SARA CHRISTINE COLTON
Austin R Gossett
Kevin B Teeples
Miranda Mottice
Kurt W Lykins
Natalee Adams
Shelby Byland
Jarrett T Westwick
ANDREW EDWARD FUGAZZI
Mythri Padival
ALEXANDER JOSEPH REED
JEFFERY DALE CHADDOCK
KEVIN MATTHEW GEGORSKI
JOSEPH DANIEL FINNERAN
KYLE ANDREW MAWHORR
CHRISTOPHER SHEA MARMION
John Malachy Marmion
ADAM MICHAEL FERNE
TAYLOR SCOTT VORIS
LINDA LOUISE MACKOV
BRIAN WILLIAM LINK
JOSEPH BERNARD FREDERICK
JAMES EDWIN BROWNING
GREGORY JAMES MILLER
ZACHARY HANCEFORD CARTER
LAUREL MARIE LINK
CHRISTOPHER DAVID COX
Zachary Lewis Deppen
CHRISTOPHER PAUL HOGAN
KENNETH EUGENE DUNLAP
MICHAEL HANSFRED THACKER
JOHN FRANCIS ROESCH
DAVID BRADLEY RANKIN
DAVID MICHEL SHEPPARD
NICHOLAS THOMAS DISALLE
BRANDON LEE SALYERS
DALE DALTON VAN VALKENBURG
Terry Robert Kelley
GREGORY KELLY SPRINGFIELD
DEREK E STILES
REBECCA JEAN RUVOLO
KEVIN TODD EVANS
ADAM MICHAEL ADAMO
Barnett Berkeley McGowan
Curtis Lee Cutler
MICHAEL SLYBY
GLENN RICHARD ALFORD
MATTHEW M CARTER
JAMES WILLIAM SIDERS
SAM S WALSH
HAROLD CLARKSON MORLEY
JEFFREY HARRISON RANKIN
GLENN RICHARD LEWIS
KARL BOYD RUBIN
JOHN MATTHEW O'BRIEN
MILLARD PHILMORE COLEMAN II
AMY KLEIN CUMMINGS
RANDY ALLEN SHARP
BENJAMIN SCOTT SMITH
JARED THOMAS DUBEANSKY
BRIANNE Marie CALDWELL
Christopher Nicola
SCOTT ROBERT GOLDING
DANIEL L JACOBS
Mark Christopher Guenard
PEGGY NELL SLAUGHTER
ANTHONY JOSEPH INSANA
RYAN DOUGLAS GOODWIN
RYAN JAMES JOHNSON
Jackson W Evans
Ronald Joseph Larry
James Z Stout
CASSIDY ROSE DAVIES
Dalton Lee Hedges
Vincent Craig Burre
Kirstin Lynn Hark
THRESA RENEE ALEXANDER
CURTIS JAMES REED
Kimberly Cooley
KEVIN DWAYNE MARTIN
Carson L Holley
Neal D Patel
Jacob Kaniela Kunio Kipi

Within 25 miles of Milford Center, OH, Best Investors lists 196 registered investment advisory firms with 489 offices nearby, managing about $15.9T in combined regulatory AUM across 2,739,644 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 Milford Center

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM