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Best financial advisors in Shaker Heights, OH

Registered advisers within 25 miles of Shaker Heights, OH.

Offices
972
Firms
315
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.33M
3,326,281 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

NIGHT SKY CAPITAL MANAGEMENT, LLC
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BLISS FINANCIAL CONSULTING
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL PARTNERS
EDWARD JONES
WILSON & BROWNING, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
PARTNERS INVESTMENT SERVICES, INC
ALIGN CAPITAL PARTNERS, LP
CORIENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAPITAL ADVISORS, LTD., LLC
LINCOLN INVESTMENT
ANGART & CO.
STRAIT DIRECTION WEALTH MANAGEMENT

Investors

Zachary Grandis Miller
BORIS MARKOVICH KAGARLITSKIY
Ryan Hartland
Gabrielle White
Richard Bennett Goodwin
Michael Andrew Fabert
LAURIE ANN LONGSTRETH
Andrew Walter Grannis
FRANKLIN EUGENE MYLES
Erin McNevan
David H Lavelle
GREGORY SCOTT PERRAM
JAIME L ZARLENGA-SIEGLER
THOMAS FRANCIS DOWD
WILLIAM DAVID PROPER
CHRISTINE LOUISE JEMISON
TERENCE CONWAY SULLIVAN
Trevor Joseph Allburn
GREG ANDREW GOLDFEDER
Ronald Lewis Quaranta
Taylor E Chmel
Branden M Vachon
Jennifer L Lindsey
MELISSA SUE COSTELLO
MARY THERESE KOZAR
Erin Donahue
ZACHARY ALAN ABRAMS
DANIEL JOHN OBRIEN
MARK ANTHONY CIULLA
ROBERT MICHAEL HOLUB
PATRICK T (MI ONLY) HANRATTY
NATHAN PRICE CREVISTON
Jacob Baucco
NEIL RAY WAXMAN

Within 25 miles of Shaker Heights, OH, Best Investors lists 315 registered investment advisory firms with 972 offices nearby, managing about $18.3T in combined regulatory AUM across 3,326,281 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 Shaker Heights

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