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Best financial advisors in Rocky Ridge, OH

Registered advisers within 25 miles of Rocky Ridge, OH.

Offices
172
Firms
69
Combined AUM
$7.22T
Firm-wide filings, not assets booked only here
Clients
2.96M
2,961,823 clients when Item 5C has a number
Avg / client
$2.44M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
FOURTH DIMENSION FINANCIAL GROUP
EVERGREEN WEALTH MANAGEMENT, LLC
EDWARD JONES
BROOKSTONE CAPITAL MANAGEMENT LLC
WESBANCO SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ON INVESTMENT MANAGEMENT CO
CETERA INVESTMENT ADVISERS LLC
M HOLDINGS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ROBERT MIKESELL WADE
JEREMY ALAN AYERS
LISA RENEE VAJEN
DAVID MICHAEL BAUM
KEVIN CABOT CARMONY
KEVIN R O'CONNOR
Tyler C Carmony
Jacob E Vanio
JACOB THOMAS CORDONNIER
ADAM BRENT CUFR
DAVID C BENSCH
STEPHEN LAWRENCE HANLEY
Sarah Marie Hunker
Michael Thomas Neill
Derek S Gray
Aaron Joseph Wilson
DANIEL ANTON VIELAND
CHRISTOPHER SHAWN MCINTIRE
CHRISTOPHER ALLEN EGLI
BARRY EUGENE VANHOOZEN
GEORGE BARTON NEWTON
GRANT BLAKE NEWTON
JANELLE RAY DEBACKER
Jennifer Marie Todd
JEFFREY CHARLES BAREFOOT
JULIE C SPANN - JOHNSON
Matthew Jon Skotynsky
Lindsay Marie Buker
MITCHEL BO SKOTYNSKY
LEA RAE SKOTYNSKY
Kathryn Elizabeth Roth Matus
CHRISTOPHER JASON KEC
Christopher O Walker
Daniel J Lambert
Zach Kristopher Steinmetz
DANIEL EUGENE KUNOS
COREY ELWOOD DE MERITT
KEITH ALEN FAGGIONATO
CURTIS GENE BEAGLE

Within 25 miles of Rocky Ridge, OH, Best Investors lists 69 registered investment advisory firms with 172 offices nearby, managing about $7.22T in combined regulatory AUM across 2,961,823 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 Rocky Ridge

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM