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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

CITIZENS SECURITIES, INC.
CBIZ FINANCIAL SOLUTIONS, INC.
CBIZ INVESTMENT ADVISORY SERVICES, LLC
LPL ENTERPRISE, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KEY INVESTMENT SERVICES LLC
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
EDWARD JONES
LINEWEAVER WEALTH ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
CBS FUNDING, INC.
CUNNINGHAM WEALTH MANAGEMENT
EQUITABLE ADVISORS, LLC

Investors

Andriy Sachovskyy
JO ANN DESMARTEAU-TRUSNIK
MICHAEL PAUL ZICCARDI
ERIC MICHAEL ENDRESS
Alexander James Laikos
Jeffrey Allen Schapel
CORY JOSEPH MCCOMAS
TRAVIS D. HELMICH
Melissa Kadras Black
Joseph Daniel Nitting
KERRY JO ELY
DAVID JOSEPH HEFFLEY
MATTHEW RAYMOND HISEY
FRANCO C FINI
JON ALBERT SEDLACEK
BRETT ASHTON WILSON
JOSEPH ROBERT BEEBE
EUGENE SCHAFFER
MATTHEW WILLIAM HOLMES
KRISTY LYNN WISE
Brett Douglas Robson
JOSEPH FRANK MORROW
David J Bolgar
AMY RUTH GAAL
CAROLYN KUCZMARSKI
John R Donnelly
Callan Templeton
MARY JO GILLIGAN
Kevin James Gilligan
RICHARD ALLEN GANIM
JASON ROBERT BORRASSO
Emilie Grace Wilson
Derek Donald Mantel
Matthew Brian Adkins
RYAN CHRISTOPHER SOWARDS
Chad Roope
ROBERT ANTHONY ARMAGNO
Logan Shane Bratsch
JAMES SHELDON LINEWEAVER
LISA MARIE LIME
Jacob Robert Cogley
MARK ROBERT NIEDERHELMAN
KYLE J SANDERS
Patricia W Quinonez
Elaine Patrice Bartels
STEVE JAMES PERSONS
SHARON MARIE STADUL
GLENN NMN CUNNINGHAM
JAMES LOUIS DAVIS
DANIEL PATRICK CUNNINGHAM
KYLE EOIN KENNEDY
DAVID C BARTH
RYAN RADONICH
TIMOTHY ROBERT HOLDSWORTH
DANIEL BRADY COTTER
TIMOTHY J COWDRICK
ALEX JOSHUA MCKENNA
Sean Michael McCoy
Steven John Biltz
MICHAEL A LEWIS

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