Best Investors Account Sign in

Best financial advisors in Navarre, OH

Registered advisers within 25 miles of Navarre, OH.

Offices
257
Firms
92
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
1.79M
1,790,422 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC INSTITUTIONS, INC.

Investors

Douglas Lee Baltzer
Drew T Baltzer
Ian Paul Sanor
CHRISTINE MARIE SANOR
ROBERT EDWARD GARNER
RICHARD GLEIM LEFFLER
Brittany Lee Motyka
Christine M Rice
Jason Byers
SCOTT BAXTER WILKINSON
MARSHALL MARC WEINBERG
GLEN EDWARD REICHENBACH
JEFFREY ALLEN STOLL
MARK ANTHONY ROJEK
Kevin J Surnear
Philip J Robinson
Pui San Reynolds
JARVIS HALL
MICHAEL DAVID HUTKOWSKI
DEBRA AILEEN MESSNER
DAVID HANEY
MARK ALLEN LIPPS
KELLY BROWN
BONITA LYNN HAUBERT
MARGARET ANN GEORGE
Scott Gregory Wilson
JERRY DEANE HUPP
MATTHEW EDWARD LYSIAK
Asa Hodrick
Joshua Paul Perger
Oliver David Cornet
DAVID JOHN CORNET
WILLIAM RUSSELL LIBER
Douglas Kline
Jacob M Kline
Kristina marie Beers
SUSAN MARRAN

Within 25 miles of Navarre, OH, Best Investors lists 92 registered investment advisory firms with 257 offices nearby, managing about $12.6T in combined regulatory AUM across 1,790,422 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 Navarre

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 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