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Best financial advisors in Springboro, OH

Registered advisers within 25 miles of Springboro, OH.

Offices
658
Firms
225
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.07M
3,067,173 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
INVEST CAPITAL PARTNERS
HORACE MANN INVESTORS, INC.
MCCARTHY WEALTH & TAX ADVISORS
PRIVATE ADVISOR GROUP, LLC
AXIM PLANNING & WEALTH
KIPLINGER WEALTH ADVISORS
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
FINANCIAL COUNSELING, INC.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

KURTIS WARREN CAMPBELL
VINCENT PAUL DIPIETRO
MARK ROBERT MERTEN
JOHN WILLIAM BACH
Katherine Wynn Mitakides
CURTIS MICHAEL RILEY
Aaron R Merten
JEFFREY ALLEN LUTZ
MICHAEL WALLACE HARDY
JEREMIAH FRANK MCCARTHY
JESSICA SARCYK MARRINAN
CHRISTIAN A. GILBERT
NORMAN GREGORY GREVEY
Bret Daniel Loftis
Jakob Sean Ruby
Matthew David Jadwisiak
Kevin Miller
CASEY STEVENSON
BRAD ELLIOT KIPLINGER
Jeremy W Payton
Michael David Monaghan
Shelley Rene Perone
Tyler Evans
Mark J. Stusek
Gregg Russell Clark
Brett S Derrow
David Richard Heberling
DOUGLAS JARED MOORE
Parker Andrew Vaughan
STEVAN MICHAEL VAUGHAN
MICHAEL KENT THOMPSON
Kimberly Ann Tucker
KATHY KIRKMAN SPERRY
HOLLY REED BANFORD
Alyshia Webb
RICHARD SMITH
BRUCE ALLEN KRARUP
PAUL JACOB PURCELL
Douglas J Koogler
Michael Purcell
THOMAS MICHAEL PHILLIPS
NATHANIEL MARTIN BAKER
John Payton
Anthony Michael Sisson
SHELBY ANDERSON LAKE
STEVEN DOUGLAS BALL

Within 25 miles of Springboro, OH, Best Investors lists 225 registered investment advisory firms with 658 offices nearby, managing about $15.3T in combined regulatory AUM across 3,067,173 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 Springboro

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