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Best financial advisors in Sharonville, OH

Registered advisers within 25 miles of Sharonville, OH.

Offices
892
Firms
310
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,952 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

ASPIRIANT, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WURZ FINANCIAL SERVICES, LLC
AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
EAGLE REALTY CAPITAL PARTNERS, LLC
TOUCHSTONE ADVISORS INC
W&S ADVISORY SERVICES, LLC
FORT WASHINGTON INVESTMENT ADVISORS INC
W&S BROKERAGE SERVICES, INC.
BARTLETT & CO. WEALTH MANAGEMENT LLC
TIMBER BAY PARTNERS, LLC
1919 INVESTMENT COUNSEL, LLC
OPUS CAPITAL MANAGEMENT
FORMIDABLE ASSET MANAGEMENT, LLC
RC CAPITAL
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
OXFORD FINANCIAL GROUP, LTD

Investors

PETER LEWIN SCHWARTZ
GREGORY PAUL FASIG
PAUL JOHN NIKOLAI
Corey Robert Marty
DARREN WURZ
CHARLES WILLIAM DIEHL
James Joseph Kissane
MICHAEL JOSEPH YORK
R CRIT THOMAS
NATALIE MARIE MCDONALD
Michael Raymond Orr
Michael Day
SHEMIKA LASHAWN FREEMAN
Cody Lee Owens
Juan Sebastian Uran Munoz
Ryan Kohout
Patrick James Gates
Blaine Walters
Austin Ward
Davis Cohen
Samuel Alfredo Ruiz
TIMOTHY DAVID PAULIN
BARRETT JASON DRIGGETT
TIMOTHY JOHN COSTANZA
KENNETH JAMES FISH
BRADLEY STEPHEN WATTERSON
ROBERT GEORGE HENDON
M MOLLY SWAMI
BRIAN WILLIAM NUGENT
MATTHEW EDWARD CAMPBELL
MARY TAYLOR MOCK
DANIEL SCOTT RAPPUCCI
MATTHEW ROBERT BARRY
MICHAEL STEPHEN JONES
THOMAS JAMES SINGLER
THOMAS JOSEPH GROUT
TODD MICHAEL NUSS
CHRISTOPHER MICHAEL FANGMANN
EMILY ANNE BARNES
Timothy James Pratt
Nicholas Michael Sexton
Patrick Charles Farris
CHRISTOPHER RAGEN FROST
Brian J Kirst
Jason Zawalich
Alexander Bahlinger
Dylan Rupp
Daniel Mark Downing
Alec McClellan
Marco Sabato
JOHN FRANCIS ONEAL
BRIAN STEPHEN CHEYNE
Jacob Andrew Willis
JOSEPH GIAR
BRETT WAGNER
WILLIAM Frederick KUSSIN
Michael DiBattista
BRYCE ARTHUR STORM
Anthony Carl Lazzeri
MELINDA CATHERINE BURGESS
BENJAMIN J ALGE
Andrew David Messner
JOSEPH GERARD GROBBEL
Stephanie Pack
DILLON PARIAN BRODERICK
Jack Netter Smith
Brandon Acosta
Joshua Alan SUEDKAMP
James Welch
Bartlomiej Pindela
Robert Moody
Owen Smith
Pierce James Blalock
Daniel Allen Webster
JOSEPH ANTHONY CAJKA
MICHELE E HARGIS
JOE DON COLE
DANIEL JOSEPH CARTER
Laura Elizabeth Farro
JAY MICHAEL RAFFLE- DEVINE
KATE CARDILLO BROWN
MEGHAN Rafferty Erbaugh
ZARINAH AMATULLAH MITCHELL
Tracey Marie Stofa
WILLIAM GRIMES CREVISTON
Brendan Matthew White
Kyle McKenzie Payne
Daniel Travis Gibson
JOSHUA MICHAEL SILLIES
Michael Edward Rudnicki
Irene Ay-Luen Tsai
MARY BETH BLAIR
SHAWN MICHAEL SCOTT
ANTHONY RAY HARRIS
TIMOTHY STEVEN STEARNS
Jonathan Finkler
Aaron Balch
ALIYA LINDSAY RIDDLE
TIMOTHY ANDREW BACK
Gina Palazzo Slayton
Catherine Lillian Crawford
Brian Michael Walker
Andrew D Holthaus
Keith Eugene Dershem
Justin Matthew Ellis
BRIAN FRANCIS ANTENUCCI
JASON MARTIN KATZ
DAVID PHILIP FRANCIS
CRAIG M SAREMBOCK
KYLE WILLIAM POHLMAN
CHRISTOPHER DOUGLAS ROBBINS
LORI BETH POOLE
JAMES BRIAN HAGERTY
HOLLY HIRT MAZZOCCA
MICHAEL SAYERS CAMBRON
WOODROW HUNTER UIBLE
KENNETH LAWRENCE SCHLACHTER
RONALD TIMOTHY BATES
Robert Paul Huesman
ADRIAN MICHAEL SCHAU
KEVIN PATRICK WHELAN
NATHAN MICHAEL BAILEY
John Thomas Gislason
NATHAN ANDREW BISHOP
Andrew Enzo Allwein
ADAM THOMAS EAGLESTON
TIMOTHY M BEGLEY
ARIELLE SUZANNE TORBECK
WILLIAM BUSH BROWN
TERRI LYNN CONNELLY
KRYSTEN MARIE TAYLOR
TRACY LYNN GERMANO
Carlo Edward Bronzie
ANGIE RENEE KEELEY
LEIGH ANNE GAGE
TOM AWADALLA
THOMAS EUGENE LIESER
Rex Noble Points
STUART MARK SWIFT
Joseph Patrick Lieser
JARED LAWRENCE GORMAN
Suzanna Marie Otte
MARC DARIUS MESSER
JOHN WILSON CARNES
D.J. TRINDLE
BRIAN KEITH PANGBURN
STEPHANIE POLEN
MARYANN PIETROMONACO
SCOTT E BOULDIN
BENJAMIN R STACY
RYAN SCOTT KRIFT
Kathleen S Morman
YVONNE LEE WYCKOFF
JON FEDOR
ANTHONY M DUGGAN
STEVEN DALE LUTZ
BRIAN G DELANY
CHRISTINA D LUTZ
STEPHEN PAUL MEIHAUS
Elizabeth Ann Adkins
LUCAS C BAKER
Elizabeth Anne Dreyer
JOSEPH CARL STARK IV
Andrew Richard Felger
John Weston Willcox
Michael Lindow
Benjamin R Kress
Alexander James Powell
CHRISTOPHER LEE SPRENKLE
ALEC STEPHEN ARDITO
STACEY BENAGH NEWBERRY
PATRICIA N HAGOOD
NANCY LOUISE DEL GROSSO
PAUL DAVID MCCAULEY
MATTHEW BRODERICK SELKER
CASEY N ARMSTRONG
MADELINE A HAGEDORN
Beth A Niemeyer
DEAN D TRINDLE
LEWIS ANDREW ASSALEY
MEGAN Elizabeth ROTHE
NEAL Gregg DAVIS

Within 25 miles of Sharonville, OH, Best Investors lists 310 registered investment advisory firms with 892 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,952 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 Sharonville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM