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Best financial advisors in Swanton, OH

Registered advisers within 25 miles of Swanton, OH.

Offices
322
Firms
108
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,120 clients when Item 5C has a number
Avg / client
$3.74M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
FARTHER
THEUS WEALTH ADVISORS
APRICITY FINANCIAL PLANNING
GIBBS WEALTH MANAGEMENT, LLC
MPM WEALTH ADVISORS
AMERITAS ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FORVIS MAZARS WEALTH ADVISORS, LLC
RUIZ FINANCIAL GROUP, LLC

Investors

Shelbie J Conrad
Cassie Taryn Siler
Scott Peluso
Richard William Shehorn
JEFFREY LEE LAMBERT
Jack Paul Potkanowicz
ERIC THOMAS WATSON
Matthew Wayne Padgett
JAMES ROY FISHER
KELSEY MARIE BURKE
Jennifer Lynn Roberts
Andrew Robert Pieracini
GABRIEL FELDER THORNHILL
DARRIN CLIFFORD CRITCHET
GEORGE T DAMASCO
CHELSEA OHM HEINTSCHEL
Ryan Thomas Stoller
JAMES WINFIELD HUNTINGTON
BRYAN FREDERICK OHM
GLENN S SEABOLT
SEAN SCOTT SHINABERRY
JOSEPH DECKER
ROBERT W DAVIS
STEVEN DAVID DECKER
MARK LAMAR HOLZEMER
LAWRENCE PATRICK DECKER
DONNA JEAN BOGAN
MATTHEW CLAY SMITH
MICHAEL DAVID MAHNKE
DAVID CHARLES EISENSTEIN
PARKER WALL
KEVIN MICHAEL BUSH
DOUGLAS A PYLE
John Timothy Harris
Aaron Michael Stark
JESSIE ELIZABETH Siegler
Anthony Ray Ruiz
MICHAEL DENNIS SORDYL
RAJESH C LAUNGANI

Within 25 miles of Swanton, OH, Best Investors lists 108 registered investment advisory firms with 322 offices nearby, managing about $11.4T in combined regulatory AUM across 3,035,120 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 Swanton

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