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Best financial advisors in Norwood, OH

Registered advisers within 25 miles of Norwood, OH.

Offices
845
Firms
298
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,420 clients when Item 5C has a number
Avg / client
$5.63M
Combined AUM ÷ clients

Nearby offices

Firms

MARINER
UBS FINANCIAL SERVICES INC.
HIGHTOWER ADVISORS, LLC
MARINER INSTITUTIONAL, LLC
HARVEST FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
ETA CAPITAL FUND MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
TOWERS WATSON INVESTMENT SERVICES, INC.
MM ASCEND LIFE INVESTOR SERVICES, LLC
PARK AVENUE SECURITIES LLC
USI ADVISORS

Investors

RYAN LYNN BROWN
MICHAEL PATRICK RICHTER
NOLAN D KAMERER
William R Heemskerk
Corey James Lehan
Lee Jonathan Feinerer
LEON HENRY LOEWENSTINE
MELINDA MCLAUGHLIN-HINAMAN
JOSEPH VICTOR SCHNEIDER
JOHN JEFFREY KRUMPELMAN
MARY ELIZABETH SCHALL
JAY ANTHONY ERNST
STEVEN A ZINS
JONATHAN PETER WEIDLER
SAMUEL CHARLES CURRAN
BENJAMIN JOHN COFFARO
CASEY MICHAEL GILLIGAN
Catherine Michelle Anderson
Neal Patrick McMahon
VALERIE LUCILLE NEWELL
ANTHONY ROBERTS
PAMELA FETTIG THOMPSON
DAVID MICHAEL SPARKS
JOSEPH GRANT FORD
KRISTIN ANN FISHBAUGH
JONATHON ADAM BRESNEN
AMANDA JEAN SIMMONS
RACHAEL FLORENCE MAGOWAN
Kealan Hatfield
HEATHER RENEE MARDIS
KIMBERLY JUNE FIELMAN
SETH L ADAMSON
Emily Catherine Hogya
Shelli L Davenport
ANTHONY LEWIS WATSON
DIANE CLAIRE FEHRENBACH
JAMES DOUGLAS LEUGERS
STEVEN G GLEN TRIMBLE
DIANE SALMON DECK
JOHN RAYMOND FAHRMEIER
DONALD W. WILLIAM HARDEN
JEFFREY WILLIAM BRAULEY
MICHAEL L MCKAY
ZACHARY STAN SECH
SUZANNE MARIE FRAZIER
GARY DOWDELL
DOMINIC PALMISANO JR.
Michael Lance Lance McKay Jr.
LORELEI ELISABETH TUMINO
Kelsey Christine McKay
Alex K Tussey
LOUIS TIMOTHY GIGLIO
PATTY A. WALKER
ETHAN TAYLOR STANLEY
DONALD ERIK NICKERSON
JAMES MICHAEL HIDER
MILISSA MARIE BRENNAN
CHRISTOPHER ARTHUR PENNINGTON
KYLE J. ROLFES
GARRETT JOHN PRINGLE
Brian Breitenstein
Nathan Dietz Buse
Spencer Strunk
Andrew David Kearns
Ryan Matthew Whitford
JAY TODD BOWMAN
Samantha Roberts
JOHN EDWARD GILLMAN
WILLIAM THOMAS SENA
DAVID PUTNAM OSBORN
Adam M Dietz
David Franklin King
Lucas Henry Woehler
RUSSELL SWIFT SIMS
BRUCE MASON
MARC ERLE HENN
MICHELE SUZANNE SCHUMACHER
JOSEPH FRANCIS MORETTI
Blake Steven Bir
BRENT DANIEL GROSS
THOMAS CHARLES PURCELL
STEVEN ALBERT SCHULTE
Matthew Thomas Malafa
STEPHEN JEROME HORN
KENNETH CECIL KINMAN
Jay W Hays
BRIAN JEFFREY GOLDBERG
STEVEN RAYMOND SCHNEIDER
MARK A BRIEDIS
SCOTT ALAN KRAMER
MATTHEW TODD RICH
STEVEN ROBERT KOECHELER
PETER JAMES NERONE
KEITH BRADLEY SEGER
Brenda Renee Haas
PHILIP ANDREW POONOOSAMY
AMIRA Gail JIBRINE
DAVID ALEXANDER MEBIUS
STEPHEN VAN DYKE
Skylar Lauren Brown
MATTHEW LEE WILLIG
CHARLES M WILLIAMS
Kaitlin Rose Cengia
CAMRYN CHAPMAN
WILLIAM ROGER JONES
ARTHUR W KUBE
WILLIAM TERREL HOOVER
JARED S WOLEVER
MOLLY A SNIDER
THOMAS P WILSON
GEORGE E KAVALAUSKAS
ERIN D KNODEL
PARKER BAILEY
BRADLEY T CUNNINGHAM
THOMAS J CUNNINGHAM
GREGORY T GEORGE
STEPHANIE LAURA BECKER
CONNOR WILLIAM HAWKINS
Darren Scott Wilson
MATTHEW THOMAS O BRYAN
JOSEPH VINCENT STILES
Michael Shane Smith
RICHARD A SHURMER
PATRICK MARTIN EDWARDS

Within 25 miles of Norwood, OH, Best Investors lists 298 registered investment advisory firms with 845 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,420 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 Norwood

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