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Best financial advisors in Put In Bay, OH

Registered advisers within 25 miles of Put In Bay, OH.

Offices
53
Firms
27
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
557K
557,102 clients when Item 5C has a number
Avg / client
$8.80M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERITY CAPITAL ADVISORS
OSAIC INSTITUTIONS, INC.

Investors

RANDY GERARD DAY
Thomas Scott Anderson
ERIN R. FLOWER
Jerrad Lee Shiets
Melissa Annette Danicki
TERENCE WILLIAM HUNADY
ADAM BRUCE BIBLER
Ryan Matthew Reffner
RICHARD EUGENE RUBY
Kenneth Andrew Kreilick
Michelle Lynn Russell
Justin Brady Grossman
Bruce Allen Joseph
JAMES WILEY BINGHAM
JAMES CLYDE DAVIS
KEVIN ROGER YOUNG
Sarah Marie Hunker
Michael Thomas Neill
Derek S Gray
Aaron Joseph Wilson

Within 25 miles of Put In Bay, OH, Best Investors lists 27 registered investment advisory firms with 53 offices nearby, managing about $4.90T in combined regulatory AUM across 557,102 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 Put In Bay

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM