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Best financial advisors in North Bend, OH

Registered advisers within 25 miles of North Bend, OH.

Offices
822
Firms
293
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,412 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

VALMARK ADVISERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SAAS CAPITAL, LLC
CINTRIFUSE CAPITAL
DENNIS CAPITAL MANAGEMENT, L.L.C.
RED CEDAR INVESTMENT MANAGEMENT
LINDEN ASH CAPITAL
SCHULHOFF & CO INC
LPL FINANCIAL LLC
THE HUNTINGTON INVESTMENT COMPANY
BARTLETT & CO. WEALTH MANAGEMENT LLC
TIMBER BAY PARTNERS, LLC
1919 INVESTMENT COUNSEL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ETA CAPITAL FUND MANAGEMENT, LLC

Investors

KENNETH CECIL KINMAN
RICHARD JAMES HAEUFLE
DAVID MICHAEL DENNIS
MICHAEL DAVID FELDHAUS
Samantha Rusler
JULIA M BATCHENKO
MICHAEL PAUL OCONNELL
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
HENRY MCFEE SCHULHOFF
HENRY LOUIS SCHULHOFF
JOHN MEISER SCHULHOFF
DANIEL THOMAS MURPHY
LARRY TODD WEBER
BELINDA JANE SHERMAN
Virginia Ann Copley
Christopher Brison
Jonathan Finkler
Aaron Balch
ALIYA LINDSAY RIDDLE
TIMOTHY ANDREW BACK
Gina Palazzo Slayton
Catherine Lillian Crawford
Brian Michael Walker
Andrew D Holthaus
Keith Eugene Dershem
Justin Matthew Ellis
BRIAN FRANCIS ANTENUCCI
JASON MARTIN KATZ
DAVID PHILIP FRANCIS
CRAIG M SAREMBOCK
KYLE WILLIAM POHLMAN
CHRISTOPHER DOUGLAS ROBBINS
LORI BETH POOLE
JAMES BRIAN HAGERTY
HOLLY HIRT MAZZOCCA
MICHAEL SAYERS CAMBRON
WOODROW HUNTER UIBLE
KENNETH LAWRENCE SCHLACHTER
RONALD TIMOTHY BATES
Robert Paul Huesman
ADRIAN MICHAEL SCHAU
STEVEN ALBERT SCHULTE
Matthew Thomas Malafa

Within 25 miles of North Bend, OH, Best Investors lists 293 registered investment advisory firms with 822 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,412 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 North Bend

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