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Best financial advisors in Orrville, OH

Registered advisers within 25 miles of Orrville, OH.

Offices
397
Firms
147
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,789,690 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

HORNOR, TOWNSEND & KENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO
HUMMEL WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
NEW LEGACY FINANCIAL GROUP, LLC
ANTOLINO WEALTH ADVISORS
LIFETIME FINANCIAL ADVISORS LLC
FIKE ADVISORS, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APOLLO WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
PRISM WEALTH MANAGEMENT

Investors

JONATHAN L MITCHEN
JUSTIN DANIEL HAISLIP
Kimerly Sue Cowgill
Megan Morrison
NIKOLAS CARL KAUFMAN
CHERYL J STEINER
STEVEN CHARLES LORSON
Benjamin Arthur Walton
KARL DAVID SCHLABACH
HENRY JASON REIFSNYDER
PEYTON JOSEPH GENTRY
TREVOR LINN HOSTETLER
Jordan Leigh Luhring
Steven Thomas Smith
BRENT R. STEINER
DANIEL JAMES ARTRIP
CALEB EARL BEERY
Mara Ann Henico
ASHLEE NICOLE TATUM
DOUGLAS L INGOLD
JASON DEAN BURKHOLDER
STEFAN JOAQUIN GARCIA
Annette Renee Bantz
James Andrew Jones
Andrew Scogin
BRADLEY DEAN FIKE
TAYLOR DEAN FIKE
ROSS DANIEL COCHRELL
JOHN GERARD VERTAL
GREGORY NEIL STELL
GRETCHEN JOANNA CARR
James Randall Lepore
Corree Denise Kaylor
ROBERT L DODARO
Matthew L. Gilbert
Kaleb Lamb

Within 25 miles of Orrville, OH, Best Investors lists 147 registered investment advisory firms with 397 offices nearby, managing about $14.9T in combined regulatory AUM across 2,789,690 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 Orrville

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