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Best financial advisors in Novelty, OH

Registered advisers within 25 miles of Novelty, OH.

Offices
725
Firms
251
Combined AUM
$16.0T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,300,352 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
TURNING POINT ADVISORS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
PCM MANAGEMENT ADVISOR, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
CHAPMAN & CHAPMAN ADVISORS LLC
STRATOS WEALTH PARTNERS, LTD

Investors

MICHELLE MARIE BISSLER
GREGORY ALLEN TAYLOR
DAVID CODMAN TURBEN
Allyn Brian McNaughton
Justin Marshall Yates
WILLIAM ROBERT PERKINS
DAVID ANDREW JACKSON
JENNIFER JO VANADIA
Daniel Kawika Higashi
SUSANNE M SWANSON
Bianca Marcellino
Anna Krisselda Solis McCoy
Eric Douglas Rotolo
Scott Fischer
BRIAN ERIC YOUNG
BRADLEY THOMAS WADSWORTH
Holly K Traegner
Mark L Telerico
Jennifer L Morris
RYAN ROBERT KETVERTIS
Alec Schreiber
Peter P Dougherty
Steven RICHARD Penton
MICHAEL ALAN FOLIANO
MARK EDWARD POTOSKY
CHRISTINE R GEISSINGER
JACQUELINE A PURCELL
Jameson s Smith
CHRISTOPHER MICHAEL ROYER
ALASDAIR DUNCAN COOPER
Scott Alan Simmerer
William Roger Lloyd
Bradley P. Saunders
Brian Jason Evans
ROBERT ANDREW HEKSCH
JORDAN ALEXANDER BENES
KYLE J HEKSCH
NATALIE ALYCE BLACK
Mark Anthony Ventura
JOHN BROWN HLAY

Within 25 miles of Novelty, OH, Best Investors lists 251 registered investment advisory firms with 725 offices nearby, managing about $16.0T in combined regulatory AUM across 3,300,352 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 Novelty

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM