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Best financial advisors in Newbury, OH

Registered advisers within 25 miles of Newbury, OH.

Offices
633
Firms
229
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,164,964 clients when Item 5C has a number
Avg / client
$6.56M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
TURNING POINT ADVISORS, LLC
PROSPERA FINANCIAL SERVICES, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
SORFIS INVESTMENTS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
FIFTH THIRD SECURITIES, INC.
CITIZENS SECURITIES, INC.
CHAGRIN VALLEY LEGACY ADVISORS, LLC

Investors

Eric Douglas Rotolo
GREGORY ALLEN TAYLOR
DAVID CODMAN TURBEN
STUART RAY MILLER
MICHELLE MARIE BISSLER
Joshua Barr
Justin Anthony Brock
Allyn Brian McNaughton
RYAN DIMEOLO
Justin Marshall Yates
JOSEPH THOMAS KOSTER
Samuel Ernest DiFiore
Daniel J DiBlasi
JENNIFER LYNN HOPE
Anna Krisselda Solis McCoy
CHERYL LYNN GAZSO
Derek Sullivan
Bianca Marcellino
TIMOTHY BRANDON COHEN
JENNIFER JO VANADIA
Daniel Kawika Higashi
SUSANNE M SWANSON
Jennifer L Pazicni
THOMAS DEAN HART

Within 25 miles of Newbury, OH, Best Investors lists 229 registered investment advisory firms with 633 offices nearby, managing about $14.2T in combined regulatory AUM across 2,164,964 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 Newbury

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B 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