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Best financial advisors in Terrace Park, OH

Registered advisers within 25 miles of Terrace Park, OH.

Offices
837
Firms
295
Combined AUM
$17.5T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,112,414 clients when Item 5C has a number
Avg / client
$5.62M
Combined AUM ÷ clients

Nearby offices

Firms

DEETER ADVISORY GROUP, LLC
LPL FINANCIAL LLC
MESSMER CAPITAL ADVISORS LLC
EQUITTA ADVISORS LLC
FOUNDERS FINANCIAL SECURITIES LLC
EDWARD JONES
NORTHPOINT FINANCIAL PLANNING LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JOHNSON CAPITAL ADVISORY, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ARDENT CAPITAL MANAGEMENT, INC.
PFS INVESTMENTS INC.
GENERATIONS WEALTH, LLC
MCCARLEY & COOK FINANCIAL PLANNERS
COMMONWEALTH FINANCIAL NETWORK

Investors

JOSHUA DAVID DEETER
DAVID HILLIARD SATTERWHITE
MICHAEL J MESSMER
DANIEL PAUL MESSMER
BRIAN JAMES SCHLOSSER
David Pryor
Jacob Robert Santel
PAUL JOHN PFEIFFER
Robert Alan Dean
JAMES MELVIN JOHNSON
CHRISTINE JANET ENGELKAMP
Kayla Ann Grimslid
Syrrel Christian Wilks
SAMUEL ODONNELL
JOHN S DIMAURO
CHRISTOPHER JAMES DONABEDIAN
THOMAS ERIC BURKHOLDER
MARK EUGENE MASSARO
CAROL ANN PARRY
MARY JOANNE HART
BRIAN GORDON WADE
RYOICHI STEVEN TSUCHIYA
PAMELA DUECKER CLARK
THOMAS JOHN WALSH
MATTHEW FRANCIS ANTENUCCI
CHRISTOPHER GEORGE COOK
Colin Trevor Hill

Within 25 miles of Terrace Park, OH, Best Investors lists 295 registered investment advisory firms with 837 offices nearby, managing about $17.5T in combined regulatory AUM across 3,112,414 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 Terrace Park

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