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Best financial advisors in Olmsted Twp, OH

Registered advisers within 25 miles of Olmsted Twp, OH.

Offices
881
Firms
300
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

BEHLKE FINANCIAL
STRATEGIC WEALTH PARTNERS, LTD.
SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC
SPINNAKER FINANCIAL GROUP, LLC
APPALOOSA WEALTH MANAGEMENT LLC
BURNS FINANCIAL ADVISORS, INC.
M HOLDINGS SECURITIES, INC.
JANNEY MONTGOMERY SCOTT LLC
JOHNSON INVESTMENT COUNSEL, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALMARK ADVISERS, INC.
MML INVESTORS SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
PARK EDGE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
INDEPENDENCE WEALTH ADVISORS, LLC

Investors

THOMAS WILLIAM BEHLKE
SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI
DEREK MICHAEL GABRIELSEN
Matthew Allen Bures
NATHAN MICHAEL FISCHER
John Douglas Root
COLE NIKLAUS FRISCHMAN
RICHARD Robert EICHELDINGER
ROBERT JOHN LAMBERT
Samuel Brown Petitjean
ANTHONY CHRISTIAN GILLAIZEAU
CHRISTINE ANN KALT
ANTHONY NICHOLAS DEBALTZO
DAVID RICHARD LAPUMA
BRYAN DAVID GLANCY
WALTER ENGLISH MOORE
ROBERT EMMETT BURNS
AMY LYNN COOPER
BRIAN MICHAEL TAMMARO
TIMOTHY MICHAEL NOVAK
Brandon Plumb
Jacob Paul Karnow
CHRISTIS GEORGIOU
Brandon Tyler Davidson
Christian James Brandetsas
EUGENE THOMAS RICCHETTI
MICHAEL CONNOLE
JAMES Ryan GLASER
DOUGLAS JEB STEPHEN
Bryce James Smetana
KIRK PATRICK JONES
DANIEL R RYDER
SCOTT E. DUBIN
KEVEN PAUL PRATHER
DANIEL SCOTT BRAVO
BRENT MICHAEL AFFOLTER
AMIE LAUREN FOX
TIMOTHY LEE FINSTER
DOUGLAS A HARBAUGH
KATHRYN J BRYAN
ANGELO V CARCIOPPOLO
Noel K Elliott
Michael DiFranco
Brandon Andrew Pratt
PAUL ALPHONSUS FOX
Jonathan Daniel Ramsey
KENNETH MARK GABLE
Robert Michael Janik
Robert Charles Lord
KIMBERLY RUDOLPH MURPHY
TODD CLARK KALISH
MATTHEW ERIC GORDILLO
RICHARD WAYNE LOWRIE
JOSEPH MICHAEL MELENICK
CHRISTOPHER CHARLES KICHURCHAK

Within 25 miles of Olmsted Twp, OH, Best Investors lists 300 registered investment advisory firms with 881 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 Twp

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