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Best financial advisors in Westlake, OH

Registered advisers within 25 miles of Westlake, OH.

Offices
834
Firms
294
Combined AUM
$18.0T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,312,079 clients when Item 5C has a number
Avg / client
$5.44M
Combined AUM ÷ clients

Nearby offices

Firms

CORNERSTONE WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
MICHAEL BRADY & CO., LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
VALMARK ADVISERS, INC.
CETERA INVESTMENT ADVISERS LLC
JPS FINANCIAL, LLC
KEYSTONE FINANCIAL PLANNING, INC
LESJAK PLANNING, LLC
BALANCED WEALTH GROUP LLC
CLEVELAND RETIREMENT PLANNING LLC
LPL FINANCIAL LLC

Investors

CHRISTINA KYRKOS FANOURAKIS
NICK DIONISOS
MICHAEL WAYNE KELLEY
Nicholas Michael Kaplan
Edmund Vincent Malone
SATISH GOPAUL SINGH
CHRISTIAN LYNN LUCCI
STEPHAN MATTEW SMELKO
John Nesby
MARK William Stevenhagen
Katie Elizabeth Sweeney
Ellis Peter Pristash
Jason Gregory Pence
Chadwic Scott Schmeltzer
GREGORY LOCKER
Clarise R Vennitti
MATTHEW SEAN GRADY
Zachary Daniel Nero
LINDSAY ELLEN KUROWSKI
KAYRENE MARIE LEARNED
Shawn Gaiser
MARK LOUIS ZODY
Austin Marciniak
CAMERON MATTHEW BRADY
MICHAEL CAMERON BRADY
NATHAN LUCAS COURTNEY
EDWARD GEORGE VARGO
MELANA JEAN CARBARY
TODD MATTHEW MUSIAL
DANIEL BRADY COTTER
JOSHUA JOSEPH BASEN
Kyle Blinkhorn
Dawson D Treadway
PATRICIA ALICE KELLEY
BRIAN KEVIN CAHILL
CHRISTOPHER M. GREEN
MICHAEL SCOTT ORAVETZ
DAMION ANDREW CRANNIS
EMILY GAUL MINNICH
MEGHAN E LATHAM
JULIANNA J. MILLER
PATRICK JOSEPH HOLLAND
Andrew Eyerman
ANNA GRACE RODISEL
BRANDON CONRAD SPITZER
Monica Jill Hays
Daniel Patrick Gaertner
SCOTT A SLAVIK
JOHN HAROLD EYERMAN
BRADLEY THOMAS BOECKMAN
JILL LYNN BRAFORD
AMY DIENES
DANIEL PATRICK GAERTNER
JEAN L. RAAB
RAMONA LISA SHANK
DEBORAH LYNNE JUNIOR
Taylor Joseph Wolf
Austin Stoll
THOMAS PATRICK HOLLAND
JOHN CHRISTOPHER ESTES
LAURA M WEINER SMITH
Michael Paul Vavruska
NATHAN SIMON PETERSEN
DAVID H BOGART
NICK ANTHONY PIETROCOLA
Luke Vulku
Michael J Vulku
MARK JOSEPH VAVRUSKA
Christopher Peter Minotti
MICHAEL SHAPIRO
DENNIS MICHAEL ZAVERL
VANESSA MARIE SWANK
Blake McRae Dickens
DAVID ALAN FRANK
ROBERT GLENN KRUTY
COLE BARRETT CONDON
NANCY L OKTAVEC
STEPHEN J PINTER
GREGORY M PINTER
JOHN WILLIAM PINTER
KEITH L. SECHLER
NATHAN RUSSELL GIST
Kevin Michael Lesjak
MATTHEW CHRISTOPHER DAUGHERTY
ROGER ALLAN POTTER
Matthew Thomas Gottshall
Michelle Lynn Taylor
JOSHUA RANDOLPH HARRELL
JOSHUA S MELDA
DONALD P QUALTERS
AMY NOELLE TANSKI
Emila Ashdown
KIMBERLY ANN SPISAK
JAMES ALBERT LEONE

Within 25 miles of Westlake, OH, Best Investors lists 294 registered investment advisory firms with 834 offices nearby, managing about $18.0T in combined regulatory AUM across 3,312,079 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 Westlake

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM