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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

EDWARD JONES
THE SIEKMANN COMPANY
CREATIVE FINANCIAL DESIGNS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC
PERSONAL WEALTH MANAGEMENT ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
SUMMIT FINANCIAL, LLC
PFS INVESTMENTS INC.
MEEDER ASSET MANAGEMENT, INC.

Investors

Benjamin Curtis Headlee
Brent D Harder
Aaron Robert Siekmann
BRENT WILLIAM SOLLER
JOHN BERNARD EDDINGFIELD
Erin Marie Brown-Eizensmits
TIMOTHY EUGENE WRIGHT
JULIE M TRUDO
Jerome Houston Armstrong
Zachary Devin Louis Fiely
PHILLIP MATTHEW EDWARDS
JONATHAN DAVID HOSKINS
RONALD JOSEPH BURNS
CHRIS PHILIP BARDOS
JEREMY L WAKELAND
IAN JONATHON DEAN
JASON LINIZIA RIDDLE
ERIN LEA PATTON
Gina Marie Hughes
JOHN BEVILACQUA
Austin Cantor
JOSHUA TYLER SHANK
ERIC ROGERS
DAVID EDWARD PATCH
Neil G. Lin
FATIMA MALGAPO MOLINA
Erin Lynn Vogel
Ishawn Yajnik
Vance L Steele
Sean Passmore
JOHN PHILIP WILLIAMS
MICHAEL FREDERICK SARAULLO
RYAN C JOHNSON
JOHN MICHAEL MILLER
CORBETT LEWIS TAYLOR
John Jason Click

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