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Best financial advisors in Roseville, OH

Registered advisers within 25 miles of Roseville, OH.

Offices
63
Firms
29
Combined AUM
$6.32T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,016,295 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE HUNTINGTON INVESTMENT COMPANY
RAYMOND JAMES & ASSOCIATES, INC.
HENDLEY & CO. INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
EDWARD JONES
RICHARD MILLER FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

MARCUS CRAIG CARPENTER
DARRIN HAROLD CAMPBELL
Danny Clair Mizer
CHRISTA L ZIEGLER
MICHELLE GAY BROWN
Danielle C Knox
Adam Joseph Garber
Jessica A Bloebaum
STEVEN J MOYER
JOANNE B BILLS
BEAU C MOYER
CHRISTOPHER LEE CLEWELL
RONALD DEWAINE DAVIS
MICHAEL ALLEN SNODE
RENEE' MELICK SMITH
SARAH ELIZABETH WICKERHAM
DOUGLAS PAUL MARMIE
Robert Joseph Phillips
Seth G Conley
Daniel Paul Maxwell
HANNA RAE LUBURGH-AGIN
Marissa Ann Ward
Alicia R Dassylva
JEFFREY TODD HANKINS
Troy Rosko
JARROD LEE BRINKMAN
Scott Donald Barr
Matthew Lawrence Harper
Gavin Supplee
John W Barr
Parker Lee Webb
Andrew Joseph Wills
RICHARD ROY MILLER
Marcus Farley
Layke Michael Fletcher
Riley N Weber
RYAN WILLIAM YOUNG
STEPHEN THOMAS MCELROY
STEPHEN CRAIG MATSON
KENNETH MICHAEL NESSELROAD
Erica Holt
Gavin Taylor Mawhorr
Matthew Madden

Within 25 miles of Roseville, OH, Best Investors lists 29 registered investment advisory firms with 63 offices nearby, managing about $6.32T in combined regulatory AUM across 1,016,295 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 Roseville

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM