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Best financial advisors in Trotwood, OH

Registered advisers within 25 miles of Trotwood, OH.

Offices
373
Firms
127
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,613 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AGORA INVESTMENTS
ALLSTATE FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON CAPITAL MANAGEMENT, INC.
FIFTH THIRD SECURITIES, INC.
MMA SECURITIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
GUDORF FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERA FINANCIAL SERVICES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ONEAMERICA SECURITIES, INC.

Investors

Ronald A. Jones
JESSICA ANN KEYS
JAMES PAUL NUNEZ
ATTEE ARTHUR WILLIAMS
JUDITH LEE DICENZO
DANIEL LYNN FELLERS
JAMES CHRISTOPHER COOK
ANDREW JONES
CHRIS GEORGE PULOS
JOHN ROBERT MCGRAW
Scott Leonard Young
EDWARD RAYMOND WOOD
ROBERT ANTHONY SCHAEFER
DANIEL M. GUDORF
Allison Marie Szkody
RICHARD KELLER
STEVEN JAY ALLREAD
DARRELL ALAN PATRICK
RAYMOND RICHARD THOMES
NATHANIEL AARON ABNEY
CHARLES DALE DAUGHERTY
Wanda F Long
LAWRENCE PETER POHL
CHARLES MCCARTY
RICHARD TUVELL
WILLIAM EARL FURAY
JAMES EDWARD STEFANOFF
MICHAEL ALAN THEIN
ROBERT A EYRICH
NICHOLAS KAVALAUSKAS
CHRISTINE ANNE MAGOTEAUX
DONALD MAURICE WILLIAMS
STACY LYNN STAPLES

Within 25 miles of Trotwood, OH, Best Investors lists 127 registered investment advisory firms with 373 offices nearby, managing about $12.7T in combined regulatory AUM across 3,035,613 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 Trotwood

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 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