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Best financial advisors in Olmsted Falls, OH

Registered advisers within 25 miles of Olmsted Falls, OH.

Offices
884
Firms
302
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,331,248 clients when Item 5C has a number
Avg / client
$5.46M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED ADVISOR GROUP
FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
EXODUS WEALTH, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
VIRTUE CAPITAL MANAGEMENT, LLC

Investors

JARED RICHARD SWANK
RONALD JAMES SMITH
Lindsay Beth Perrico
JOHN ROBERT CRANE
DANIEL WILLIAM RUMINSKI
WILLIAM RICHARD HENZEY
NICOLE EILEEN BREWER
RICKARD S MARTIN
MICHAEL PHILIP JACOBS
ALEXANDER EDWARD SZARKA
LESLIE ALEXANDER SZARKA
CASEY TREEN
TIMOTHY PETER MARCINEK
KEITH JOSEPH WRIGHT
BRIAN WAYNE OLAH
DARREN MATTHEW MORGAN
Nicholas Brown
Dustin Davies
TYLER GRAMSZ
JAMES JOHN LEIKEN
IRIS JANINE KESSLER
Karim Shady
EMILY KATE ERGUN
Serina M Lopez
Ronald Anthony Dziedziak
AMEER SCOTT RICHARDSON
ROBERT EDWARD KING

Within 25 miles of Olmsted Falls, OH, Best Investors lists 302 registered investment advisory firms with 884 offices nearby, managing about $18.2T in combined regulatory AUM across 3,331,248 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 Olmsted Falls

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 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM