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Best financial advisors in Toledo, OH

Registered advisers within 25 miles of Toledo, OH.

Offices
346
Firms
117
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,056,824 clients when Item 5C has a number
Avg / client
$4.27M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
GURNEE GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
MML INVESTORS SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EAGLE STRATEGIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CROAK CAPITAL
REINHART ASSET MANAGEMENT LLC
CITIZENS SECURITIES, INC.
FIFTH THIRD SECURITIES, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RYAN PHILLIP KELLEY
BRETT RYAN JERGENS
Carter Dye
DANIEL JOSEPH DERRIG
GREGORY FOCKLER
Heather Beier
Brandon Edward Rodriguez
Dominic Pisanti
Zachary Clay-william Berry
Gary M Kauffman
CHRISTOPHER BASIL BRZUCHALSKI
ATIQUE YAZDANI
ZACHARY BARTKO
NATHAN W TUORI
JEFFREY LYNN CHIO
DAVID WILLIAM EPSTEIN
KATHRYN LEE KELLEY
NADEEM S SALEM
MICHAEL D. MORGAN
DOUGLAS PAUL STEINHAUSER
GREGORY K BRESCOL
DEBORAH ELIZABETH PARKER
PATRICK JOSEPH KENNEY
THOMAS KURT GEISSLER
James E Brown
MICHAEL JAMES MCCARTHY
TIMOTHY ROBERT CROAK
JAMES E. BURNOR
ERIC TIMOTHY CROAK
JEREMY ALAN HARTLE
Connor M. Hutchison
Frances Kraus
Jason Connell
WILLIAM DANIEL BOHNEY
JACOB THOMAS CORDONNIER
LAWRENCE S FAIRALL
DONALD ALAN HESS
Dylan Michael Clement
Julie Walker Halladay
JACOB CHARLES CHALUPA
JASON RYAN REPP
JAMES EDWIN BUNKE
BRENT EDWARD SHIMMAN
FRANK JOSEPH DOBNIKAR

Within 25 miles of Toledo, OH, Best Investors lists 117 registered investment advisory firms with 346 offices nearby, managing about $13.1T in combined regulatory AUM across 3,056,824 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 Toledo

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM