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Best financial advisors in Somerville, OH

Registered advisers within 25 miles of Somerville, OH.

Offices
503
Firms
189
Combined AUM
$12.6T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,016,549 clients when Item 5C has a number
Avg / client
$4.18M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
MONETARY SOLUTIONS, LTD.
EDWARD JONES
HACKMAN FINANCIAL GROUP
FAMILY WEALTH ADVISORY GROUP, LLC
MML INVESTORS SERVICES, LLC
MONEY & CLARITY

Investors

MICHAEL ANTHONY HEAD
ROBIN ALAN FREEMAN
APRIL LYNNE WHITEHEAD
STEVEN HARRY FISCHER
DARRIN MICHAEL POLOMSKY
GARY MICHAEL HURST
LISA MULLEN
CHRISTOPHER MCALPINE
COREY J CALLAHAN
KEITH CHRISTOPHER WALESKOWSKI
DAVID JOHN CALLAHAN
Andrea Noe
MARGARET HOPE SCHNEIDER
ANGEL TEPE
KELSEY BRIANNA BOSCH
TODD RYAN BLESSING
ROBERT BOYD PATTON
GARY ANTHONY KOZEE
Diana Bowman Damico
Daniel David Wolf
SANDRA GAIL Davis-Skeen
Brayden Mitchell Rouse
Jacob R Adams
BRIAN JAMES WALKER
Tyler Eric Schmidt
JOSEPH LUKE JONES
STEVEN DUC NGUYEN
JOHN CHARLES SPENCER
MICHAEL ROBERT HACKMAN
Stephen Michael Hackman
ROBERT EDWARD HACKMAN
BENJAMIN ADAM LINSER
BENJAMIN ROBERT GROSSHEIM
ROBERT JOHN GROSSHEIM
JAMES JAY HOSKINS
GREGORY SCOTT STACY
Christian James Stacy
DANIEL LAWRENCE CUPRILL
William Forst Elliott

Within 25 miles of Somerville, OH, Best Investors lists 189 registered investment advisory firms with 503 offices nearby, managing about $12.6T in combined regulatory AUM across 3,016,549 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 Somerville

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM