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Best financial advisors in Southington, OH

Registered advisers within 25 miles of Southington, OH.

Offices
223
Firms
79
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
1.73M
1,729,116 clients when Item 5C has a number
Avg / client
$5.87M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
JIM EARL FINANCIAL
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUSTMONT ADVISORY GROUP, INC.

Investors

Kimberly S Powell
Stacey L Rozzo
Isaiah D Wilhelm
MICHAEL JAMES MCMAHON
MATTHEW T KISSELL
Charles Michael Ricciardi
Randall Pompeo
MERRILL GEORGE WHIPPO
Stephen Hoerig
Michaela A Matthews
WILLIAM CHANCEY DAY
LINDSAY ELAINE LEWIS
JAMES ROBERT EARL
JOHN ANTHONY CAMPOLITO
Michael Conrow
DONALD JUSTIN TYME BARZAK
Cynthia L Shively
DAVID CLIFFORD RIDER
Patrick J McFall
Michael T Binion
Brian Davin
Austin Thomas Shortreed
Jennifer L Pazicni
THOMAS DEAN HART
Theodore Joseph Stazak
Eric J Vitelli
JOSEPH MICHAEL KUZMANKO
Joshua Barr

Within 25 miles of Southington, OH, Best Investors lists 79 registered investment advisory firms with 223 offices nearby, managing about $10.1T in combined regulatory AUM across 1,729,116 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 Southington

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM