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Best financial advisors in Morges, OH

Registered advisers within 25 miles of Morges, OH.

Offices
186
Firms
70
Combined AUM
$11.0T
Firm-wide filings, not assets booked only here
Clients
1.69M
1,687,393 clients when Item 5C has a number
Avg / client
$6.54M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
REA WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRONG INVESTMENT MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.

Investors

PATRICK JAMES MOELLER
Pui San Reynolds
Juliet R. Halter
Paul Robert Gorgas
NATALIE MAE WATSON
Carson Gessner
DOUGLAS GRAY BAMBECK
MATTHEW WILLIAM ANDREAS
ANTHONY R YODER
Max William Feller
BRIAN PATRICK PROCTOR
Lukas Alexander Burch
BENJAMIN KENNETH MINARD
Douglas Lee Baltzer
Drew T Baltzer
Ian Paul Sanor
CHRISTINE MARIE SANOR
Dennis Matthew Lint
Steven Patrick Carlson
GLEN VAN RENSSELAER STRONG
JOLIE ELIZABETH HOWELL
ROBERT EDWARD GARNER
Amy M Hunter
DENISE ANN BLEVINS
MATTHEW JAMES MAPLEY
Stephen Kyle Malek
FAITH G. BOLEN
MICHAEL DAVID HUTKOWSKI
DEBRA AILEEN MESSNER
DAVID HANEY
MARK ALLEN LIPPS
KELLY BROWN
BONITA LYNN HAUBERT
MARGARET ANN GEORGE
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice

Within 25 miles of Morges, OH, Best Investors lists 70 registered investment advisory firms with 186 offices nearby, managing about $11.0T in combined regulatory AUM across 1,687,393 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 Morges

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM