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Best financial advisors in Waterville, OH

Registered advisers within 25 miles of Waterville, OH.

Offices
316
Firms
108
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,272,580 clients when Item 5C has a number
Avg / client
$3.92M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
KESTRA PRIVATE WEALTH SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HERITAGE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
APRICITY FINANCIAL PLANNING
THEUS WEALTH ADVISORS
FARTHER
OSAIC WEALTH, INC.
HUGHES FINANCIAL GROUP, LLC
MORGAN STANLEY

Investors

NATHAN D BREESE
TATE CARNICOM
Kari Annette Williams
Michelle D Parsons
Matthew Patrick McCartney
Adam Matthew Lublin
David Allan Riggenbach
JAMES MAXWELL
Nathaniel Joseph Francis
Reed Daniel Geiger
GREGORY JAMES DURIVAGE
SASHA MARIE WRIGHT
CHARLOTTE BOWMAN SARGEANT
Jennifer Lynn Roberts
KELSEY MARIE BURKE
Matthew Wayne Padgett
JAMES ROY FISHER
ERIC THOMAS WATSON
Jack Paul Potkanowicz
Brian Edmund Poetter
Adam Robert Hornack
STEVEN ROSS DECKER
JENNIFER LYNN LINDSAY
Zebradee Isadore Jackson
BRIAN KENNETH HUGHES
SHAWNA F BUMPUS
Beth Anne Kerekes
TERESA M EMCH
ROBERT MATHESON FOX
KRISTINA LEE NEWMAN
DAVID LEE FRALEY
Jay D Snell
RENEE ELIZABETH MASSERANT
GERALD RICHARD BEALE
RICHARD LEE GUM
WILLIAM JARMAN DAVIS
SHAWN MICHAEL BURKE
ANDREW DAVID SNELL
MONICA ANN MALHOIT

Within 25 miles of Waterville, OH, Best Investors lists 108 registered investment advisory firms with 316 offices nearby, managing about $12.8T in combined regulatory AUM across 3,272,580 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 Waterville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM