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Best financial advisors in Newtonsville, OH

Registered advisers within 25 miles of Newtonsville, OH.

Offices
667
Firms
276
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,109,374 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
CONSOLIDATED PORTFOLIO REVIEW CORP
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BROWN FINANCIAL ADVISORS, LLC
EDWARD JONES
SPC
JFJ ADVISORY SERVICES LLC
PFS INVESTMENTS INC.
ARDENT CAPITAL MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHPOINT FINANCIAL PLANNING LLC
JOHNSON CAPITAL ADVISORY, LLC
FAITH FINANCIAL ADVISORS, INC.

Investors

Adrienne D Reinert
Isabel Cristina Arbaiza
Chris Brewer
CHRIS DIBARI
FERAAS ISA SULEYMAN
S Renee Whisman
NICHOLAS ALLAN NIEHAUS
KATHERINE HUPP
Ryan Rospert
SAVERIO P GRIPPA
PAMELA SUE Davis
MYRON JAMES BORTH
Alexander Edward Brown
GREGORY ALLEN BROWN
John Matthew Eiben
MATTHEW DUSTIN HOOD
Jonathan William Ford
THOMAS ERIC BURKHOLDER
MARK EUGENE MASSARO
CAROL ANN PARRY
MARY JOANNE HART
CHRISTOPHER JAMES DONABEDIAN
Joseph Patrick Kuethe
Tina R Hendricks
Cody O'connor
ASHLEY ASSANUVAT SULLIVAN
PAUL JOHN PFEIFFER
CHRISTINE JANET ENGELKAMP
Kayla Ann Grimslid
Syrrel Christian Wilks
Robert Alan Dean
Jacob Robert Santel
JAMES MELVIN JOHNSON
MATTHEW JOSEPH MITHOEFER
SANDRA FAITH HALL

Within 25 miles of Newtonsville, OH, Best Investors lists 276 registered investment advisory firms with 667 offices nearby, managing about $17.3T in combined regulatory AUM across 3,109,374 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 Newtonsville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM