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Best financial advisors in Munroe Falls, OH

Registered advisers within 25 miles of Munroe Falls, OH.

Offices
904
Firms
285
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,338,893 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL GROUP, LLC
THE HUNTINGTON INVESTMENT COMPANY
KEY INVESTMENT SERVICES LLC
CCM INVESTMENT COUNSEL
ST. BERNARD FINANCIAL SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
VISION FINANCIAL MANAGEMENT, LLC

Investors

andrew Hudson
MICHAEL RAYMOND DARBY
DEBORAH WALLACE ANZELC
Joseph Anthony Nicholson
Joel Robert Larson
FRANK GEORGE CIHLAR
ROBERT MARTIN NICKOSON
MICHAEL PETER SCHLEGEL
NATHAN JAMES FURNISS
JANINE M HALSEY
LISA ANN GILLEN
SAMUEL RAMIREZ
BALARAM KAVUMPURATH NARAYANA KAIMAL
ROBERT EUGENE SHERMAN
NORMAN RICHARD MAYS
BRETT RANDALL BOLING
JEFFREY EDWARD MCDONOUGH
GEORGE K WILLIAMS
KAREN LEE FLEGE
Joshua Michael Delesk
HEATHER KATZENMEYER
MORGAN L GOLDTHWAITE
EIAD AMJAD HASAN
Christopher Uren
Hunter Boardwine
JEFFREY ALAN FORCINA
Jeanine Frances Brindus
ROBERT STAGG WINSTON

Within 25 miles of Munroe Falls, OH, Best Investors lists 285 registered investment advisory firms with 904 offices nearby, managing about $18.0T in combined regulatory AUM across 3,338,893 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 Munroe Falls

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM