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Best financial advisors in Upper Arlington, OH

Registered advisers within 25 miles of Upper Arlington, OH.

Offices
803
Firms
299
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,187,735 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
PDS PLANNING INC
KESTRA ADVISORY SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
POWERS CAPITAL MANAGEMENT, LLC
GRANT STREET WEALTH MANAGEMENT, LTD.
21ST CENTURY EQUITY ADVISORS CORPORATION
CETERA INVESTMENT ADVISERS LLC
CORIENT
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
MARINER

Investors

Nathan Honigford
Kyle Widmer
CLAYTON SCHINDLEY
Ryan Michael Alge
FATIMA MALGAPO MOLINA
RONALD EDWARD MOHR
HOWARD JAMES O'MALLEY
Kurt Colopy
BRIAN MICHAEL SWEENEY
ROBERT DALE HAMILTON
CHRISTOPHER COLLIN BRIGHT
MICHELLE M MERKEL
John Dobies
Jeramy Douglas May
Lareesa Haynes
SCOTT JASON HOROWITZ
KIMBERLY NELSON
SHELLY ELIZABETH DELUCAS
Ryan Jeffrey Bates
Kiarra Rhiannon Marshall
JAMES ARTHUR BOWMAN
MICHAEL A BROWN
BRADLEY ROGER KASTAN
SEAN SCOTT POWERS
BRENT M JENKINS
JOHN JOSEPH HEGLER
TODD JOSEPH GOURNO
Charles Wan
MICHAEL DAVID KLINE
AARON TIMOTHY ARMSTRONG
Jamie Lynne Rizer
Nolan Gladieux
Nicholas James Karsatos
GARY JOHN MARCINICK
ERIC GERHARD SHISLER
SCOTT RICHARD KIDWELL
JOHN DAVID SCHUMAN
DANIEL LAWRENCE DUE
JESSICA AERI LEE
JOHN P MCHUGH
SCOTT ANTHONY MAIBERGER
SONIA BRINKMAN
JEFFREY E. SUCHY
KEVIN WILLIAM WUEBKER
ISAIAH STEPHEN STIDHAM
Brandon Philip Dempsey
James Joseph Smerke
ISAAC GWINN
Olivia Herzog
Madeline Kay Hobbs
Kyle Radabaugh
Grace Ryan Flesher
MATTHEW ROBERT ULLMER
Eli Kade Norden
Vadim Vinokur
MARK ALAN LIESER
CATHERINE ELIZABETH CALLARD
JOHN CHARLES TRAPP
MICHAEL WITTEMAN TRAPP
JAMES WITTEMAN TRAPP
STEPHEN PATRICK GERAGHTY
DOUGLAS MILES RAMSEY
Matthew James McGervey
Devon Michael Henry
Shawn Nelson
CIERRA ROSE HERSHEY

Within 25 miles of Upper Arlington, OH, Best Investors lists 299 registered investment advisory firms with 803 offices nearby, managing about $19.2T in combined regulatory AUM across 3,187,735 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 Upper Arlington

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