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Best financial advisors in Weston, OH

Registered advisers within 25 miles of Weston, OH.

Offices
293
Firms
107
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,057,468 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
AMERITAS ADVISORY SERVICES, LLC
TLG ADVISORS, INC.
KESTRA PRIVATE WEALTH SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CONSOLIDATED PORTFOLIO REVIEW CORP
EAGLE STRATEGIES LLC
GURNEE GROUP, LLC
WALEN FINANCIAL GROUP, LLC
B. RILEY WEALTH ADVISORS, INC.

Investors

Michael Bilik
BRIAN J INKROTT
Collin Brutlag
DAVID JOHN WALKER
LAMONT MAURICE STEWART
THOMAS ROY TOUSLEY
Christopher Lee Wholehan
TYLER R MCKEAN
DEBORAH SUSAN BOISSELLE
JACOB CHARLES CHALUPA
PATRICK JOSEPH KENNEY
THOMAS KURT GEISSLER
James E Brown
MICHAEL JAMES MCCARTHY
Nicholas Damien Puhl
Tyler Mallett
Mary Beth Eurenius
Gino Nick Chiappetta
GREGORY FOCKLER
KATHRYN LEE KELLEY
NADEEM S SALEM
ALEX GARRETT ASH
Christine Ann Krygielski
BRADLEY DAVID ROBERTS
ANDREW STANFORD ROGERS
SHERRI LYNN STANSBURY
CAREY M STANSBURY
JOSEPH ANTHONY PINO
BRETT RYAN JERGENS
Carter Dye
DANIEL JOSEPH DERRIG

Within 25 miles of Weston, OH, Best Investors lists 107 registered investment advisory firms with 293 offices nearby, managing about $11.6T in combined regulatory AUM across 3,057,468 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 Weston

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM