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Best financial advisors in Troy, OH

Registered advisers within 25 miles of Troy, OH.

Offices
248
Firms
80
Combined AUM
$9.12T
Firm-wide filings, not assets booked only here
Clients
1.56M
1,564,021 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

WELLNESS INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
TURNSTONE FINANCIAL
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
PINNACLE INVESTMENT ADVISORS, LLC
LONESTAR REGISTERED INVESTMENT ADVISORS, PLLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
STONEX ADVISORS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
AEGIS WEALTH MANAGEMENT, INC.

Investors

Lori Alyssa Gross
GREGG A HEWS
ZACHARY L ALLEN
Gabriel S Rodgers
Dustin Wayne Booher
WILLIAM ANTHONY EATON
Mathieu Allen Fairband
THOMAS JOSEPH KLEPTZ
ROBERT JAMES (JACK) EARL
ZACHARY ALAN RAPP
JONATHAN NOEL COOMER
Jacob H Russell
Jeffrey Scott Oda
STEVEN MICHAEL TEMPLE
William Lawrence Wolke
HEATH MURRAY
David G Redick
JUSTIN MATTHEW CRESS
ZACHARY DAVID RICE
Russel Holley Surber
Myrtie Ellen Melas
JASON ANDREW THOMPSON
KAREN ELAINE THOMPSON
JOHN CAMERON PALOTAS
RUSTY LEE MILLER
Carter B Stueve
Michael Joseph Stueve

Within 25 miles of Troy, OH, Best Investors lists 80 registered investment advisory firms with 248 offices nearby, managing about $9.12T in combined regulatory AUM across 1,564,021 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 Troy

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM