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Best financial advisors in West Carrollton, OH

Registered advisers within 25 miles of West Carrollton, OH.

Offices
394
Firms
131
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,035,578 clients when Item 5C has a number
Avg / client
$4.20M
Combined AUM ÷ clients

Nearby offices

Firms

MONETARY SOLUTIONS, LTD.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
COMPOUND PLANNING, INC.
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
M.K. BROWN WEALTH ADVISORY
MFH INVESTMENTS INC.
ARTIFEX FINANCIAL GROUP, LLC
JESSUP WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALMARK ADVISERS, INC.

Investors

Jacob R Adams
BRIAN JAMES WALKER
Dena Nicole Bisceglia
William Forst Elliott
Kyle Wayne Rudduck
WILLIAM W LEBOEUF
MELISSA RENEE WILSON
BENJAMIN SMITH MILLER
JAY A CULBERTSON
Stacia L Kerlin-Welch
SARAH EMILY BOYD
DENNIS P SHAW
Steven B. Wise
David John Garel
ELIZABETH BROWN KUSSMAN
MAX FREDERICK HEINTZ
DARREN MATTHEW HARP
DOUGLAS PAUL KINSEY
Elizabeth Kaylen Bibeau Salinas
Alexander Oresman Browning
Jansen Kelly Davidson
Stephen Frederick Eldridge
Joshua Thomas Taylor
REBECCA TAYLOR
MATTHEW C. JESSUP
Aaron David Cramer
John McGrath
MARK JEROME MCEVILY
Nicholas S Whitaker
Taylor Ledbetter
Benjamin Mathile
Paige Riegel Henry
JASON EDWARD MOORE
John R Anderson
MARK ALAN MORRIS

Within 25 miles of West Carrollton, OH, Best Investors lists 131 registered investment advisory firms with 394 offices nearby, managing about $12.8T in combined regulatory AUM across 3,035,578 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 West Carrollton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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