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Best financial advisors in West Chester, OH

Registered advisers within 25 miles of West Chester, OH.

Offices
894
Firms
321
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,124,014 clients when Item 5C has a number
Avg / client
$5.57M
Combined AUM ÷ clients

Nearby offices

Firms

BFC PLANNING, INC.
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
LIFELONG INVESTMENT SOLUTIONS, LLC
CAPITAL ADVISORY SERVICES, LLC
ADVISORY SERVICES NETWORK
EDWARD JONES
UPRETY CAPITAL
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
RIK SAYLOR FINANCIAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

PAUL JOSEPH REINHART
DAVID PAUL HARVEY
Matthew Rupe
MATTHEW BRIAN CLOSE
DEREK THOMAS BUDZINSKI
JOHN BRIAN WEIGEL
JANE ELLEN WELCH
GEOFFREY THOMAS LOMBARD
David Peter Leisring
JAMIE MITTIGA POWELL
GARY LEE HOWARD
Joshua Lee Howard
Jason Michael Gulbrandson
CHRIS M POPPA
Alexander Fetherland
Gage Hemmelgarn
Kerrie Lianne Lydell
Justin Barrett
CHRISTOPHER PAUL CHAMP
Chad DeGroff Clemons
Lauren Elizabeth Davies
GEORGE JAMES BEDDIE
ERIC THOMAS HAMBERG
NATHANIAL LEE PARKER
RIK JAMES HENRIK SAYLOR
CHARLES MICHAEL GARLAND
Griffin Meyer
PIERCE ALLEN BROWN
Matthew Miller
Joshua Miller

Within 25 miles of West Chester, OH, Best Investors lists 321 registered investment advisory firms with 894 offices nearby, managing about $17.4T in combined regulatory AUM across 3,124,014 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 Chester

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 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