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Best financial advisors in Parkview, OH

Registered advisers within 25 miles of Parkview, OH.

Offices
936
Firms
309
Combined AUM
$18.2T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,331,523 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

HANTZ FINANCIAL SERVICES, INC.
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
MAI CAPITAL MANAGEMENT, LLC
PRASAD WEALTH PARTNERS
EQUITABLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AVANTAX PLANNING PARTNERS, INC.
FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.

Investors

Thomas David Trefzger
SAMANTHA TRACY ESCOBEDO
MARK ALLEN BOCK
JOSEPH PAUL MCKEON
Marco Bruno Frabotta
Andrew Zmecek
ROBERT KRUSE ROSS
Kevin Buzek
TERENCE WILLIAM HAGEDORN
Nancy L Vesel
MATTHEW A CATON
Richard Lawrence Frato
THERESA ANN GUERINI
BRIAN THOMAS MILLER
JENNIFER ANN BOWER
PAUL JAMES LA BANC
DONALD E GRASSI
Nicholas John Bloomhuff
JAMES LAWRENCE JACK
Ryan J Montanari
STANLEY JOHN MAJKRZAK
MARK DAVID VAN DRUNEN
CRAIG STEVEN PETTI
DEXTER L JAMES
ANDREW D SCHUMONT
JOHN MICHAEL RUBY
MICHAEL A MARRAPESE
JON PAUL PATTINSON
Ryan Joseph Catanese
Alexander Doniphan Spiller
Benjamin Joel Sayer
Nimita Naik
BRANDON THOMAS BLEILE
Emmanuel Rodriguez Dela Cerna
RICHARD JAMES BUONCORE
JASON EDWARD PUTMAN
SEAN G KRIAK
SHAWN MATTHEW JOHNSON
NICHOLAS MICHAEL SRMAG
CHRISTOPHER WILLIAM BAKER
DEANNA CILNYK ROEGER
CHARLES MICHAEL GRIMM
BRADLEY STOCKER NORTON
LYNNE MARIE LAWRENCE
JOHN ANDREW MITSOS
KENNETH CHARLES THOMALLA
SHEENA DEE PAULEY
JOHN A ADCOCK
DONNA LYNNE THRANE
JOSEPH LOUIS PALKO
TIMOTHY C. CARNEVAL
JOHN DANIEL ZALLER
JEFFREY ALLEN LEBER
ANDREW ROBERT RICKARD
GREGORY RONALD BADOWSKI
JEFFREY WILLIAM STARK
KATHERINE A KELLY
Christine Elizabeth Pauletta
TIMOTHY ARTHUR DEMPSEY
ARON MAX WEGNER
John William Peregrim
Buoncore John Christopher
Jacob C. Burnett
Ryan Michael Bergen
Aaron Christopher Paolini
THOMAS JUDE RILEY
Dylan Schwartz
ANTHONY CARSEL
Luka Andrej Matic
Chandler Ryan Vegel
Michael Gregory Selzer
Justin Mark Luiza
WILLIAM JAMES COLLINS
ROBERT LEONARD CARON
DANIEL LEE JACOBS
STEPHEN LOUIS RUDOLPH
DOUGLAS MICHAEL ANDRASSY
STEVEN BRENT TRAX
ANDREW J MARUSIC
Ryan Keenan
NICHOLAS STEVEN MCCREARY
KURT DAVID NYE
JAMES LYMAN SMITH
Michael Russell Peters
Matthew Alan Jones
ROBERT KARRAS
BRADLEY EARL TURNER
DOUGLAS JOHN BUTLER
ANDREW JOHN ZALIC
Dylan Ray Casler
Daniel Michael Marolis
Matthew James Pruitt
Michael Brendan Martin
Grant Osborne
MICHAEL ANDREW FETSKO
Nicole Ann Zidlicky
Tyler Colton
Lucas Wayne Good
ROGER EDWARD GODIN
Kathleen Maura Mueller
Brian Allen Kerber
Lindsey R Orth
MATTHEW SCOTT SCHILLER
TIFFANY L BOVAL
RANJAN JAGETIA
ANTHONY GREY KULKA
Michael Brian Doherty
CAROLE LEAH ROMINGER
PHILLIP MICHAEL NATALE
Charlie Robert Dear
Brian Steven Groves
Bryce Thomas Mathie
Izac H Coleman
Michael E Bush
Nathan Tyler Bowman
James Michael Kelley
Matthew John Bell
Savon Johnson
Abigail Rose Peterson
Charles Jacob Erbs
RAYMOND NEIL SUSSEL
BRANDY E MICKENS
KRISTIN M ASKEY
RANDAL JAMES LUPI
Hannah Lee Daubenmire
ANTHONY PAUL MILLER
COSMORONDE KENYATTA DANIELLY
Regan J Puzzitiello
Michael Quiring
Harold R. Colston
Ryan James Becker
Ivra Lee Bassett
Mary Kathryn Giardina
Gavin Miller
James Francis McCrone
Caden M Garrido
Nadia Karaba
Mitva Shah
Aaron John Schulz
Brent Jacob Baumgartner
Lucas Ball
James Brenneman
Kenneth L Hight
Ryan Charles Gillespie
Owen Ward Weaver
Erik Nicholas Daugenti
MATTHEW J RIZZO
MICHAEL DEAN LEONAKIS
BRIAN MORTON
Luke Gabriel Swaddling
Jonathon Neil Lenehan
Blake Christopher Baker
Andrew C Gallik
DEAN MICHAEL LEONAKIS
SASHA Gabrielle DIETSCHE
Edmund Francis Bosse
Steven John Biltz
Sydney Diane Woolard
Kyle Robert Kasche
Bryan J. Heideloff
Jeremy James Robert Fuqua
LUKE HOLLAND VINCER
Meredith Ann Whitener
Louis Vincent Loparo
Lisa Marie Matuszny
Lawrence Angelo DeBaltzo
Richard Trent John Schulz
LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER
REGINA ANN TOMEK
MICHAEL DANIEL HELSEL
JASON SCOTT QUINTUS
JASON ROBERT DUBEANSKY
Christopher Nicola
SCOTT ROBERT GOLDING
GEORGE JOSEPH ADE
JARED THOMAS DUBEANSKY
DANIEL L JACOBS
BENJAMIN SCOTT SMITH
DAVID PAUL CUSHING
ADAM MICHAEL ADAMO
TERESA EILEEN VONDRAK
REBECCA JEAN RUVOLO
TOBIAS PAUL CARDONE
Kevin T Ruscher
LORI LYNN KAPLAN
JON M STAMBERGER
SCOTT K ANDREWS
NAOMI R DAGOSTINO
JASON MICHAEL CRACIUN
ANDREW MICHAEL LEEMAN
CLAYTON D SOLMEN
JAMES CRAIG HYND
Leshawn Powers
Patrick Liam Hoban
RICHARD DOUGLAS TANNER
JOHN MARSHALL POLLOCK
Sharon Bradley
CHRISTOPHER ALAN ROBORECKI
KEVIN JOHN APPLEGATE
GREGORY WILLIAM HELMS
WENDY LYNN SWANTEK
MARY FRANCES ANDERSON
KEVIN LEE BAUMBERGER

Within 25 miles of Parkview, OH, Best Investors lists 309 registered investment advisory firms with 936 offices nearby, managing about $18.2T in combined regulatory AUM across 3,331,523 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 Parkview

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