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Best financial advisors in Sagamore Hills, OH

Registered advisers within 25 miles of Sagamore Hills, OH.

Offices
1,127
Firms
355
Combined AUM
$19.7T
Firm-wide filings, not assets booked only here
Clients
3.35M
3,345,507 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GALVIN, GAUSTAD & STEIN, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GATEWAY FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CITIZENS SECURITIES, INC.
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CLUTTERBUCK CAPITAL MANAGEMENT LLC
CERITY PARTNERS LLC
GREAT LAKES FINANCIAL COMPANIES INC.
LINCOLN INVESTMENT

Investors

James Alan Moore
DAVID GENE MILLET
JOSEPH JOHN GABA
JILL MARIE GABA
Ryan M Greenhill
Michael Timothy Grote
JONATHAN ROSS MESOK
Brian Adams
NICHOLAS MCRANDAL
Teresa Cotman
DOUGLAS SCOTT HUBERT
RAYMOND JUDE PURGERT
LEISA JO SCOTT
Alexandria Leigh Hodge
BRIAN JOHN KULAK
Timothy James Edgington
ANTHONY VICTOR SEGHY
Adam M Baker
Spencer Mannix Roule
ROBERT CHARLES SMITH
MATTHEW S. OLVER
ERICA MARIE CAMERON
ANTHONY J. BASALLA
BLASE VINCENT RESTIFO
MATTHEW ANTHONY DIVITA

Within 25 miles of Sagamore Hills, OH, Best Investors lists 355 registered investment advisory firms with 1,127 offices nearby, managing about $19.7T in combined regulatory AUM across 3,345,507 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 Sagamore Hills

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 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM