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Best financial advisors in Sheffield Village, OH

Registered advisers within 25 miles of Sheffield Village, OH.

Offices
453
Firms
148
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.74M
2,743,336 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PACKERLAND BROKERAGE SERVICES, INC.
LANDING POINT FINANCIAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CORECAP ADVISORS
SOUTHLAND EQUITY PARTNERS, LLC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES

Investors

GREGORY EDWARD SZABO
RYAN FRANCIS WHITE
AERIN ELIZABETH SIROW
JOSHUA P MARVIN
JEFFREY ROBERT MARIEA
MICHAEL JOHN LOTKO
PATRICK THOMAS RADACHI
DANIEL JOSEPH HOGAN
BRIAN DEREK MORGAN
Joseph Paul Merk
Mark Richard Green
ZACHARY STILLMAN
Robert Michael Janik
Robert Charles Lord
Derek Craig Hamons
JOHN LAWS
RAYMOND EDWARD BOLIN
ROBERT NELSON STCLAIR
CHERYL PATRICIA JANIK
RENEE LOUISE DIETZ
JASON ANDREW LEPPLA
JOHN MIKLOVIC HYNEMAN
Kimberly S Plzak
Serina M Lopez

Within 25 miles of Sheffield Village, OH, Best Investors lists 148 registered investment advisory firms with 453 offices nearby, managing about $13.9T in combined regulatory AUM across 2,743,336 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 Village

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