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Best financial advisors in Summerford, OH

Registered advisers within 25 miles of Summerford, OH.

Offices
421
Firms
195
Combined AUM
$13.0T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,762,161 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
NCT FUND MANAGEMENT, LLC
FIDUCIA WEALTH MANAGEMENT
LINCOLN INVESTMENT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LECLAIR WEALTH PARTNERS
WELLS FARGO CLEARING SERVICES, LLC
SANCTUARY ADVISORS, LLC
GRAVER CAPITAL MANAGEMENT, LLC
MWA FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERIDIAN WEALTH MANAGEMENT, LLC
TRULY PROSPER FINANCIAL PLANNING LLC
COLUMBUS WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
WALLER FINANCIAL PLANNING GROUP, INC.

Investors

Jesus Andres Maldonado
RYAN MATTHEW ROMER-JORDAN
JASON JOSEPH GILBERT
JEFF CHARLES GILBERT
JEREMY MICHEAL SMYTHE
Katherine Ann Taylor
SHAWN PETER MCCOY
MARK JOHN RANDALL
David Max Rothstein
Julia Pearl Osborn
Howard Slutsky
BRAD DOUGLAS JOHNSON
Zach Nile Powell
MICHAEL BRUCE ROTHSTEIN
VICTOR FREDRICK NEWMAN II
Tyler COLE Keenan
DONALD GRAHAM MCKELL
MICHAEL PAUL DOMINO
WILLIAM J. WILLIAMS
MICHAEL BRUCE HINKEL
ROY STANLEY IZZO
Zachary Allen Shepard
Mitchell J Towne
LAUREN MATTHIESSEN
STEVEN EDWIN LECLAIR
LAITH M KHALAF
CLAYTON J. J CALLAHAN
LOGAN LARIVEE
JULIE C KAYSER
BRIAN SCOT STEVENSON
MATTHEW ALAN GRAY
JASON WESLEY SHAW
GREGORY ERIC RUFF
WILLIAM CARL NEWLAND
LINDSEY MICHAELIDES
GEOFFREY A. ANDREW MERL
BRANDON HANEY
JASON SAMUEL KNAPP
JESSICA LYNN DIEMER
Michael Derrow
MARK HETRICK
CHARLES ROMANO
JOSEPH ERIC SWARO
MATTHEW THOMAS NOBLE
EVAN F WILLIAMS
RICHARD TIMOTHY COCHRAN
GREGORY R BRUN
LYNNETTE WORSTELL
BETHANY B DEMASSIMO
MATTHEW LANDIS TERWILLIGER
Ethan Michael Bourn
DONALD PAUL BROUGH
TIMOTHY OWEN MCGARVEY
MEIG-AN MAVOURNEEN YORK
TOM NEIL ZENTZ
William Nathaniel Johnson
Jessica Wells
Olivia Louise Brough
PETER A DUNLAP
Joie L Hanley
FREDERICK NATHANIEL BRYAN
CHRISTOPHER EDWARD ADKINS
PAUL SUTTON KOSLING
JOSEPH ARTHUR DOTOLO
JOHN T LEAHY
JAMES HARRISON GRAVER
Terrance P Hennessy
Lukas Gabriel Rakowsky
BRIAN EUGENE SOUDER
GREGG RALPH BALLOU
Peter James McCarthy
MICHAEL CHARLES BALLOU
CHARLES HERBERT BALLOU
RONALD ARTHUR LOWIS
RENEE BONSELL
Matthew Michael Brandeburg
Nicholas Jeffery Daniel
MATTHEW JAMES DANIEL
JONATHAN DAVID HOSKINS
ERIN LEA PATTON
Gina Marie Hughes
JASON ALLEN ELIASON
CHRISTOPHER OWEN OLSGARD
JASON EDWARD FARRIS
SCOTT EDWARD RENDLE
KATHERINE EILEEN KINCAID

Within 25 miles of Summerford, OH, Best Investors lists 195 registered investment advisory firms with 421 offices nearby, managing about $13.0T in combined regulatory AUM across 2,762,161 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 Summerford

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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