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Best financial advisors in Puritas Pk, OH

Registered advisers within 25 miles of Puritas Pk, OH.

Offices
1,002
Firms
322
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,331,676 clients when Item 5C has a number
Avg / client
$5.48M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
ARCHER INVESTMENT CORPORATION
OSAIC WEALTH, INC.
FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.
CORNERSTONE WEALTH MANAGEMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED ADVISOR GROUP
GAME PLAN FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CONSERVATIVEMONEY LLC
RED RIVER CAPITAL
BROOKSIDE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

SATISH GOPAUL SINGH
JAMES JOHN LEIKEN
ROGER ROY RACHUL
TAMMY LEE MILLER
WILLIAM RICHARD FECHT
Jonathan Allan Pulito
BRETT G KETVERTIS
ROBERT BERNARD HIRSH
WILLIAM RICHARD HENZEY
CHRISTINA KYRKOS FANOURAKIS
NICK DIONISOS
MICHAEL WAYNE KELLEY
Nicholas Michael Kaplan
Edmund Vincent Malone
DANIEL WILLIAM RUMINSKI
JOHN ROBERT CRANE
RONALD JAMES SMITH
Lindsay Beth Perrico
MICHAEL S NOREHAD
THEODORE DAVID BECKMAN
MARIO QUINTERO
JENNIFER R DIEFFENBACHER
DONN HAYES CARMEL
TODD RAY CARMEL
Chelsea Ann Stockhaus
THOMAS PATRICK FAYEN
CHRISTOPHER ANTHONY ANSELMO
ANTHONY MARLETTE JR.
JEFFREY JOHN SAPLAK
Eric John Bartos
NICOLAS JAMES FIRMENT
DIANE S DAWSON
STEVEN JOHN BARTOS
HENRY ROBERT GERLACH
MICHAEL R LOMBARDO

Within 25 miles of Puritas Pk, OH, Best Investors lists 322 registered investment advisory firms with 1,002 offices nearby, managing about $18.3T in combined regulatory AUM across 3,331,676 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 Puritas Pk

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