Best Investors Account Sign in

Best financial advisors in Milford, OH

Registered advisers within 25 miles of Milford, OH.

Offices
821
Firms
294
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,379 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
CONSOLIDATED PORTFOLIO REVIEW CORP
ARDENT CAPITAL MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
BROWN FINANCIAL ADVISORS, LLC
EDWARD JONES
NORTHPOINT FINANCIAL PLANNING LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
JOHNSON CAPITAL ADVISORY, LLC
MESSMER CAPITAL ADVISORS LLC
EQUITTA ADVISORS LLC
FOUNDERS FINANCIAL SECURITIES LLC
LPL FINANCIAL LLC
DEETER ADVISORY GROUP, LLC

Investors

THOMAS ERIC BURKHOLDER
MARK EUGENE MASSARO
CAROL ANN PARRY
MARY JOANNE HART
Isabel Cristina Arbaiza
CHRISTOPHER JAMES DONABEDIAN
PAMELA SUE Davis
FERAAS ISA SULEYMAN
S Renee Whisman
NICHOLAS ALLAN NIEHAUS
KATHERINE HUPP
Ryan Rospert
SAVERIO P GRIPPA
CHRIS DIBARI
Chris Brewer
MYRON JAMES BORTH
Alexander Edward Brown
GREGORY ALLEN BROWN
John Matthew Eiben
PAUL JOHN PFEIFFER
CHRISTINE JANET ENGELKAMP
Kayla Ann Grimslid
Syrrel Christian Wilks
Robert Alan Dean
Jacob Robert Santel
JAMES MELVIN JOHNSON
MICHAEL J MESSMER
DANIEL PAUL MESSMER
BRIAN JAMES SCHLOSSER
David Pryor
DAVID HILLIARD SATTERWHITE
JOSHUA DAVID DEETER

Within 25 miles of Milford, OH, Best Investors lists 294 registered investment advisory firms with 821 offices nearby, managing about $17.4T in combined regulatory AUM across 3,112,379 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

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