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Best financial advisors in Unionvlle Ctr, OH

Registered advisers within 25 miles of Unionvlle Ctr, OH.

Offices
689
Firms
271
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,186,423 clients when Item 5C has a number
Avg / client
$5.99M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
DARBY CREEK FINANCIAL ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KINGSVIEW WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
MCCARTHY & COX RETIREMENT & ESTATE SPECIALISTS LLC
KINTRA WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THE SIEKMANN COMPANY

Investors

Joshua Bell
Braden D Boomsma
SCOTT ANDREW DONNELLY
Kyle David Goins
David Allen Goins
Cory Leigh Hixson
Deborah Melinda Vincent
JAMES ROBERT VANDRE
JULIA MAE OWENS
Lindsey Marie Williams
MARK ROBERT FINNEY
RYAN EDWIN MICKELSON
MEGAN MCCARTHY COLLINS
Jonathan Wade Lawrence
WESLEY WAYNE BEAN
JAMES B COX
Tyler Metzger
Quinn Mickelson
TONY EDWARD DALTON
Amanda Sue Beecher
STEPHEN PATRICK ZELLER
Jacob Morton Kehoe
ERIC WYNN MILHOLLAND
Matthew Wynn Milholland
Joseph Leo Mitchell
JOSHUA Tyler REYNOLDS
Karan Ubhi
MARK ALAN WILDER
Zachary Frederick Welch
KRISTEN L GAUDIOSE
Aaron Robert Siekmann
BRENT WILLIAM SOLLER
JOHN BERNARD EDDINGFIELD

Within 25 miles of Unionvlle Ctr, OH, Best Investors lists 271 registered investment advisory firms with 689 offices nearby, managing about $19.1T in combined regulatory AUM across 3,186,423 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 Unionvlle Ctr

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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