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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

LPL FINANCIAL LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
TLG ADVISORS, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
CITIZENS SECURITIES, INC.
FOURTH DIMENSION FINANCIAL GROUP

Investors

Karen Leigh Krolak
LEENA BHOJRAJ
MICHAEL TODD SASSAMAN
ERIN E JONES BRINEY
JOHN KEVIN MCKENTY
JON TIMOTHY VANSLOOTEN
REBECCA DAY TAYLOR
CRAIG ALAN JOSEPH
PAUL JOSEPH
CHRISTOPHER SHAWN MCINTIRE
Christopher Lee Wholehan
TYLER R MCKEAN
DEBORAH SUSAN BOISSELLE
Nicholas Damien Puhl
Tyler Mallett
Mary Beth Eurenius
Collin Brutlag
DAVID JOHN WALKER
LAMONT MAURICE STEWART
THOMAS ROY TOUSLEY
Michael Read Wilcox
Jarrod Franklin Hirschfeld
Clay Thomas Symington
BENJAMIN RICHARD WILCOX
Laura Marie Frye
JAMES ALLEN MAUNTLER
RAYMOND WALTER STERNBERG
NIZAR MERHI
SCOTT THOMAS DOZIER
MINNIE S SINGH
Pablo Andres Torrico Alvarez
NATHAN CRANFORD ENSEY
JEFFREY MICHAEL TRAUDT
ADAM BRENT CUFR
DAVID C BENSCH

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