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Best financial advisors in Norwalk, OH

Registered advisers within 25 miles of Norwalk, OH.

Offices
83
Firms
35
Combined AUM
$6.53T
Firm-wide filings, not assets booked only here
Clients
672K
672,220 clients when Item 5C has a number
Avg / client
$9.71M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
B. RILEY WEALTH ADVISORS, INC.
WESBANCO SECURITIES, INC.

Investors

Michael Kay Miller
RACHAEL LYNN FUTO MASCHARI
Dustin Kuhlman
Bradley John Davis
Crystal Gale Hall
EMILY R HIPP
AUGUST WILLIAM ALLENDORF
JEFFREY DAVID COLVIN
Joseph K Bradford
CINDY ANN NORCROSS
Andrea Mia Lepley
Travis Missler
VICKI L MISSLER
ERIC EUGENE BROWN
Tracy Alan Troxel
RICHARD EUGENE RUBY
Ryan Matthew Reffner
ADAM BRUCE BIBLER
TERENCE WILLIAM HUNADY
Melissa Annette Danicki
KIP THOMAS MATTESON
ERIC MICHAEL SCHWIETERMAN
DEREK W BAKER
WILLIAM TERRY ADAMS
KAREN ALISON MORRIS
Brent L Blaus
PENNY E PENNELL

Within 25 miles of Norwalk, OH, Best Investors lists 35 registered investment advisory firms with 83 offices nearby, managing about $6.53T in combined regulatory AUM across 672,220 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 Norwalk

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM