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Best financial advisors in Milton Center, OH

Registered advisers within 25 miles of Milton Center, OH.

Offices
198
Firms
78
Combined AUM
$9.62T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,023,840 clients when Item 5C has a number
Avg / client
$3.18M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HUGHES FINANCIAL GROUP, LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
TRANSAMERICA FINANCIAL ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Zebradee Isadore Jackson
BRIAN KENNETH HUGHES
Michael Steven Holly
AARON M RATHBUN
Jaimee Le Ann Streacker
SHAWNA F BUMPUS
Beth Anne Kerekes
TERESA M EMCH
ROBERT MATHESON FOX
KRISTINA LEE NEWMAN
DAVID LEE FRALEY
Jay D Snell
RENEE ELIZABETH MASSERANT
GERALD RICHARD BEALE
RICHARD LEE GUM
WILLIAM JARMAN DAVIS
SHAWN MICHAEL BURKE
ANDREW DAVID SNELL
MONICA ANN MALHOIT
TYSON ANDREW MOORE
ALEC MICHAEL FALKENBERG
Joseph Kizer
NICHOLAS GEORGE RAZZOOG
Nicholas Razzoog
Kevin Smith
Ruth Erin Gahler
DAVID EDWARD DITTMAN
SCOTT ANTHONY CONRAD
DAVID G VAUGHAN
LEE MICHAEL WARREN
TERRY SCOT LITTRELL
ROSS ALLEN PARKER
JEANIE C EBY
ANDREA LYNN HARTUNG
DAVID ALAN EBY
BRIAN KEITH STARK
LISA JEAN COURTER
BRIAN LEE BEASTON
THERAN CARROLL
Amanda Stiger
Amanda Jo Clifton
Victoria Anne Carroll
MICHAEL PINE
PAMELA KAY MOOSE
MELISSA DIANE BOWMAN
GEOFFREY DENIS MASTERS
DIANA K NEAL
LAWRENCE G HUBER
JOSEPH WILLIAM SEHLHORST
JOSHUA DANIEL HOSKINS
ADAM W WALLS
JOHNNY W MANNS
Adam Robert Hornack
STEVEN ROSS DECKER
MICHELLE RENE POMMERANZ
BRIAN MICHAEL LEHNER
Loren James Odegaard
Jennifer L. Socie
Aaron James Arnold
Seth D Miller
DANIEL J DEVERNA
Morgan DeNutte
CHRISTINE NOELLE JOHNSTON
ROBERT WAYNE SCHOONMAKER
ANDREA MARIE GIBBONS
Clemens J Szymanowski
Liam Patrick Ryan Rogers
SCOTT DOUGLAS ROGERS
JAMES CHRISTIAN PIAZZA
Austin M Reaster
Sarah Ashley
RONALD RAY ASHLEY
JUDY MAE ASHLEY
SUSAN MUSSER MINCH
ROBERT ALAN BRUNNER
JEREMY RYAN ASHLEY
JENNIFER LYNN LINDSAY
Kristin L Gedert

Within 25 miles of Milton Center, OH, Best Investors lists 78 registered investment advisory firms with 198 offices nearby, managing about $9.62T in combined regulatory AUM across 3,023,840 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 Milton Center

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM