Best Investors Account Sign in

Best financial advisors in Waterloo, OH

Registered advisers within 25 miles of Waterloo, OH.

Offices
71
Firms
32
Combined AUM
$9.82T
Firm-wide filings, not assets booked only here
Clients
1.39M
1,393,524 clients when Item 5C has a number
Avg / client
$7.04M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
WESBANCO SECURITIES, INC.
JONDAKNOWS FINANCIAL GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE HUNTINGTON INVESTMENT COMPANY
MML INVESTORS SERVICES, LLC
UNITED BROKERAGE SERVICES, INC

Investors

Sean Hornbuckle
Rebecca Tanner
Tyler J Hutchison
MORGAN CHANDLER HOOD
ANN MARIE STAMM
Leanna Vallie Canup
JOHN THOMAS HOLLAND
Joseph George
DANIEL THOMAS WELLS
Edward Alexander Kingery
BENJAMIN VAUGHN WORKMAN
Paula Bonk
ANDREW WALLACE FISCHER
ROBERT PATRICK SIMMONS
DAVID JONATHAN MILLER
KELSEY D PATTERSON
PAUL KIRSH JACOBSON
CHARLES ALVIN MUSIC
JEFFEREY H. BIEDERMAN
Jeffrey Ray Faucette
Andrew David Burns
PETER LEWIS DEWALD
JAMES DAVID PERRY
BRANDON B ROISMAN
MARSHA LYNN ADKINS
Adam Morris
Stewart Reid Frye
Dane Lehman
Christopher Mark Ball
JONDA KAY LOWE
VERMOND SCOTT HARRIS
CHRISTOPHER SHAUN CHAPMAN
SUSAN NICHOLE WALLACE
Michael Shane Robinson
Shane Thomas Stafford
ROBERT HIRT
SUSANNE F EAVENSON
TERRESA GAY TAWNEY PRATT
Sarah Frances Aluise
JAMES EVAN CUMMINGS
Seth Benjamin Levy
Alisa Marie Napier
Ty Douglas Broermann
Bradley Wilson
David W Furbee
Chad Albert Knittel
John David Lewis
ROBERT JERRY BREWSTER

Within 25 miles of Waterloo, OH, Best Investors lists 32 registered investment advisory firms with 71 offices nearby, managing about $9.82T in combined regulatory AUM across 1,393,524 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 Waterloo

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM