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Best financial advisors in Newton Falls, OH

Registered advisers within 25 miles of Newton Falls, OH.

Offices
257
Firms
85
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.05M
2,050,876 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
JIM EARL FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.

Investors

Stephen Hoerig
Kimberly S Powell
MERRILL GEORGE WHIPPO
Charles Michael Ricciardi
Randall Pompeo
MATTHEW T KISSELL
MICHAEL JAMES MCMAHON
Stacey L Rozzo
Isaiah D Wilhelm
JAMES ROBERT EARL
JOHN ANTHONY CAMPOLITO
Dominic Naples
PHILIP L LAMMERS
Michael T Binion
Michaela A Matthews
WILLIAM CHANCEY DAY
LINDSAY ELAINE LEWIS
David S Philibin
RICHARD BRANDON MILLER
KENNETH JOHN KRAFT
JOEL DAVID MCBURNEY
Richard Allen Stewart
ROBERTA ANN HILLER
DAWN RAE HOOD
ROBERT FORD
TRACEY DIRENZO
CHRISTINA DIANE LEE
DANIEL CORBETT
GRAIG RICHARD DEDOMENIC
LISA HLINKA
Brendan Jones
ERIN KATHLEEN SPALDING
ROBIN DAWN THOMPSON
CAROL ANN PENNY

Within 25 miles of Newton Falls, OH, Best Investors lists 85 registered investment advisory firms with 257 offices nearby, managing about $10.6T in combined regulatory AUM across 2,050,876 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 Newton 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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM