Best Investors Account Sign in

Best financial advisors in Sheffield Lake, OH

Registered advisers within 25 miles of Sheffield Lake, OH.

Offices
516
Firms
185
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,740,320 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
LANDING POINT FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
SOUTHLAND EQUITY PARTNERS, LLC.
PROSPERITY CAPITAL ADVISORS

Investors

CLINT W GAULT
DAWN MARIE DEMPSEY-SMERKE
Jennifer Lee Musille
SHAWN JASON MCCORMICK
ANDREW JOHN MCDONNELL
RONALD SKOWRONSKY
LUCAS GRANT COLANTONI
MICHAEL NICKOLAS BORATO
Dalyn Lee Herrmann
JOHN GERARD VERTAL
Raymond Loeser
Steven J Podhradsky
JOSEPH MICHAEL MELENICK
JARRETT PAUL MEHALIK
Luis Arturo Patten
Joseph Paul Merk
MICHAEL JAMES BAKER
SHAWN DAVID BRUNNER
Evan Robert Potts
Morgan Woods
Robert Michael Janik
Robert Charles Lord
BRIAN DEREK MORGAN
DANIEL JOSEPH HOGAN
RAYMOND EDWARD BOLIN
CHARLES JOHN CHAPMAN
MICHAEL JOHN LOTKO
Matthew M Nickels
JAMES LOUIS CAHLIK
JEFFREY ROBERT MARIEA
KEVIN CHARLES KOZLOWSKI
THERESA SDRAKAS
MICHAEL JOSEPH DELGRECO
Casey Johansen
Benjamin Roy
David Eric Mosberg
JEFFREY SCOTT WARNKIN
GAYLE MARIE JENDZEJEC
JEFFREY DOMINIC DATTOLO
DAVID T BUCKWALD
RICHARD THADDEUS LINCOLN
SETH ARIEL MEISLER
Shane James Clarke
RYAN J WARNER
CHARLES RYAN EHRENFRIED
SARAH FLANDERS SORIA
DAVID MATTHEW ALISON
MARIE L MADARASZ
WAYNE ALAN BARKER
Darrin Mitchel McComas
BLAKE ALLEN SMITH
Lisa Maria Chenet
Matthew Ryan Yakimow
JOSEPH MICHAEL SALERNO
CAROL ANN SCHMIDLIN
Julie Thompson Manning
MELODY MICHELE LOWE
KYLEAH Parson Lee
BRIAN DANIEL MINIER
William C Guthrie
Marci Hodge
TIMOTHY PAUL BOGERT
STOYAN PETEV PETEV
GIANCARLO CAPODANNO
Danielle FARINA D'Angiolillo
PHILIP BRANDT
ADAM SPENCER CAREY
ASHWINI KUMAR AHLUWALIA
ANTHONY THOMAS SWIDERSKI
ANDREW SERZAN
TIMOTHY JOSEPH HAAS
KURT M ARSENEAU
Grace Nicholson
David Griswold
Joshua Soria
Sarah Nicole Warnkin
Ebony Rideau
Farrin Elizabeth Schetter
James Michael DeLucia

Within 25 miles of Sheffield Lake, OH, Best Investors lists 185 registered investment advisory firms with 516 offices nearby, managing about $14.6T in combined regulatory AUM across 2,740,320 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 Sheffield Lake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM