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Best financial advisors in Twinsburg, OH

Registered advisers within 25 miles of Twinsburg, OH.

Offices
1,030
Firms
325
Combined AUM
$19.5T
Firm-wide filings, not assets booked only here
Clients
3.34M
3,344,540 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT LAKES FINANCIAL COMPANIES INC.
LINCOLN INVESTMENT
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
EMVISION CAPITAL ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
HUDSON FINANCIAL ADVISORS INC

Investors

Matthew Junstrom
MATTHEW RUHL
MARY JANE LALLI
Thomas Joseph D'Anniballe
BLASE VINCENT RESTIFO
MATTHEW ANTHONY DIVITA
Timothy James Edgington
RAYMOND JUDE PURGERT
JAMES WILLIAM FRYE
JOSEPH CHARLES RANDAZZO
WILLIAM PATRICK MATEJKA
JONATHAN LEE MISTOFSKY
ANDREW BRIAN PETROS
BRIAN THOMAS PETROS
PETER MICHAEL KAPLAN
Brian Adams
NICHOLAS MCRANDAL
Teresa Cotman
BRIAN EDWARD SCHLOTTER
Michael Timothy Grote
ROSE A BEISNER
Johnathon Michael Opet
James R Artale
DENNIS SPONTARELLI
MICHAEL ANTHONY EMBRESCIA
Alexander Kimes
Noah Paul Anthony
STEVEN PAUL MCCANN
DONALD JAMES THARP
GIUSEPPE VITALE
RICHARD LEE LUCAS
Ryan M Greenhill

Within 25 miles of Twinsburg, OH, Best Investors lists 325 registered investment advisory firms with 1,030 offices nearby, managing about $19.5T in combined regulatory AUM across 3,344,540 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 Twinsburg

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM