Best Investors Account Sign in

Best financial advisors in Northfield, OH

Registered advisers within 25 miles of Northfield, OH.

Offices
1,082
Firms
340
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,344,665 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GALVIN, GAUSTAD & STEIN, LLC
GATEWAY FINANCIAL
CITIZENS SECURITIES, INC.
EDWARD JONES
GREAT LAKES FINANCIAL COMPANIES INC.
LINCOLN INVESTMENT
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

Brian Adams
NICHOLAS MCRANDAL
Teresa Cotman
Michael Timothy Grote
Ryan M Greenhill
JOSEPH JOHN GABA
JILL MARIE GABA
DAVID GENE MILLET
RAYMOND JUDE PURGERT
JONATHAN ROSS MESOK
Timothy James Edgington
James Alan Moore
BLASE VINCENT RESTIFO
MATTHEW ANTHONY DIVITA
MATTHEW RUHL
Matthew Junstrom
MARY JANE LALLI
Thomas Joseph D'Anniballe
JOSEPH CHARLES RANDAZZO
WILLIAM PATRICK MATEJKA
JONATHAN LEE MISTOFSKY
JAMES WILLIAM FRYE
ANDREW BRIAN PETROS
BRIAN THOMAS PETROS
PETER MICHAEL KAPLAN
DANIEL P LEUGERS

Within 25 miles of Northfield, OH, Best Investors lists 340 registered investment advisory firms with 1,082 offices nearby, managing about $19.6T in combined regulatory AUM across 3,344,665 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 Northfield

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM