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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

BRIGHT PATH SPORTS PARTNERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHSPIRE ADVISORS
EDELMAN FINANCIAL ENGINES
CONFLUENCE INVESTMENT MANAGEMENT LLC
ADAPTIVE FINANCIAL CONSULTING, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
STRATOS INVESTMENT MANAGEMENT, LLC
STRATOS WEALTH PARTNERS, LTD
STRATOS WEALTH ADVISORS LLC
LPL FINANCIAL LLC

Investors

BRIAN ADAM ZEID
ERIC I INGERMAN
KELLEY THOMPSON
MARK STEPHEN BAILEY
DENNIS PETER BARBA
MICHELLE WEILACHER
THOMAS M COMETA
JAIME L ZARLENGA-SIEGLER
DANIEL JOHN BEZIK
GLEN KASHETSKY
MELISSA LYNN HALLORAN
MICHAEL EDWARD VERDA
REBECCA TIPTON
MIKAL HADDAD
MATTHEW J. KABALA
MICHAEL BRUCE TURSI
MILDRED BABB PERKINS
KERY HUTNER
JAMES ELNO MAKEE
THOMAS ERB
KAREN D KRATZ
JACK MAKEE
MARIO THOMAS PERKINS
CLAUDIA CATHERINE WERT
WOJCIECH BIERNAT
ROBERT ALAN WERT
KENT WILSON WHITAKER
DENNIS JOHN DEVANE
DANIEL CARTER
DAVID ANTHONY GALLINA
GORDON BENJAMIN REEDER
Brenna K Paananen
SARAH ANN HANNIBAL
Madeline Kate Rowe
ROGER MICHAEL BARANOVIC
LORI CHERYL SILVERSTEIN
MATTHEW DAVID SINKOVITZ
RACHELLE RENEE KOVACS
JEREMY BIGELOW THOMPSON
Michael Christopher Krueger
TOBIAS RYAN YEARMS
WARREN SAMUEL WERNICK
DEANNA SPEAR
CHRISTA ELVIRA REPAS
BARBARA STERN CAMAGLIA
LYNDSEY D FERN
Domenic A Paolo
Thomas Maximilian Jewett
NANCY KLEMPERER LEIZMAN
THOMAS M MASSEY
ELIZABETH G KNIGHT
MICHELLE LYNN HERMAN
ALEKSANDRA DELIC-MILANOVIC
LISA LYNN KLIMA
JOHN JACOB GRAF
Ryan Leizman
Jack Gecovich
SUSAN ELAINE PAOLO
DENNIS FREDRICK SCHWARTZ
JOHN AMBROSE KOCH
GRANT MARSHALL DAVIS
SANJAY RAJIV BEACH
MICHAEL ADAM FRAYMAN
LAURA L MURPHY
PADMA JAMBUNATH
John R Dever
JEFFREY PAUL DANZINGER
JOHN P SCHLOSS
JOSEPH RALPH LICATE
JOHN THOMAS EGAN
Francesco DiGenova
Milan Markovic
KENT RANDALL MOSHER
CHRISTOPHER JAMES RADZINSKI
JEFFREY ALAN CONCEPCION
JAMIE SCOTT TURK
TERRENCE A MCKELVEY
KATHRYN HALE LOUTTIT
WILLIAM PAUL GARTEN
CHERYL L NODGE
JASON MICHAEL COHEN
STEPHANIE DAWN SPILLMAN
KENNETH LEONARD JAMES KOWALL
Autumn Maxton Harvey
JOSEPH REGIS TRANCHINI
RICHARD JUARBE
CARMELITO M OLAES
DAVID KENNETH THORNE
NANCY EILEEN ANDREFSKY
KENNETH ALLEN RENFRO
WES JAMES HAWKINS
KERRY BATCHELOR WATTERSON
SAMER ANTOINE HILAL
KEVIN JOHN OBRIEN
MICHAEL JOSEPH ZEMBALA
HAAD MAHIR MAJIED
RYAN NICHOLAS PAUGH
JOHN STEPHEN TOTH
ERIC ANDREW BEAHN
SCOTT ALAN KINSELL
JOSEPH NICHOLAS SWIDERSKI
LARRY WARREN SILLS
MARNI KRISTINE ANGUS
McKayla A Hajjar
LUIS CAMACHO
DOUGLAS ALAN BURNS
JON MICHAEL PAWLOWSKI
RYAN HENRY THIBAULT
Vincent Charles Donato
Jordan Bitterman
LAUREN CAMILLE Coverdale
Nicholas R Meyer
David Albin
RYAN JAMES PATTON
TRAVIS BENTLEY SMYTHE
Sonya G Griffin
CHARIS IVANA JONES
William Romano
Joseph M Pearl
DAVID WILLIAM POWERS
ROBERT ALAN APPLE
MINDY LEIGH QUA
RICHARD HAIG MALOYAN
DANIEL JACK JACOBY
SHERRI A KITZBERGER
RITA MADELINE MAHER
JOHN DONALD BROWN
ADAM JASON POLLACK
Christopher Michael Guest

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