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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

EDWARD JONES
WALEN FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
TLG ADVISORS, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
STIRLINGSHIRE INVESTMENTS
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Michael Bilik
Melanie Connelly
ALEX GARRETT ASH
Christine Ann Krygielski
BRADLEY DAVID ROBERTS
ANDREW STANFORD ROGERS
SHERRI LYNN STANSBURY
CAREY M STANSBURY
JOSEPH ANTHONY PINO
TIMOTHY LAVERNE WHETRO
Collin Brutlag
DAVID JOHN WALKER
LAMONT MAURICE STEWART
THOMAS ROY TOUSLEY
Christopher Lee Wholehan
TYLER R MCKEAN
DEBORAH SUSAN BOISSELLE
DOUGLAS DEAN SHAFFER
David John Gluckle
Taylor OConnell
TIMOTHY JAMES HAYE
Nicholas Damien Puhl
Tyler Mallett
Mary Beth Eurenius
JOHN R LUNG
Lenell T Horton
BRIAN JAMES BECKER
RICHARD DALE LUEDTKE
Brent Shea
Jack Frederick Sweeney
CHRISTOPHER DEREK SWEENEY
GREGORY ELLIS SHEMAS
KATHLEEN ANN TOLLISON
Richard Todd Bohn
THOMAS GERARD BRIGGS

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