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Best financial advisors in Whitehouse, OH

Registered advisers within 25 miles of Whitehouse, OH.

Offices
312
Firms
105
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,034,794 clients when Item 5C has a number
Avg / client
$3.74M
Combined AUM ÷ clients

Nearby offices

Firms

APRICITY FINANCIAL PLANNING
THEUS WEALTH ADVISORS
FARTHER
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA PRIVATE WEALTH SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HERITAGE FINANCIAL ADVISORS, LLC
OSAIC WEALTH, INC.

Investors

KELSEY MARIE BURKE
JAMES ROY FISHER
ERIC THOMAS WATSON
Jack Paul Potkanowicz
Matthew Wayne Padgett
Jennifer Lynn Roberts
Adam Matthew Lublin
David Allan Riggenbach
Matthew Patrick McCartney
NATHAN D BREESE
TATE CARNICOM
Kari Annette Williams
Michelle D Parsons
Shelbie J Conrad
Cassie Taryn Siler
Scott Peluso
JAMES MAXWELL
Nathaniel Joseph Francis
Reed Daniel Geiger
GREGORY JAMES DURIVAGE
SASHA MARIE WRIGHT
CHARLOTTE BOWMAN SARGEANT
Richard William Shehorn
JEFFREY LEE LAMBERT
Brian Edmund Poetter
Adam Robert Hornack
STEVEN ROSS DECKER
JENNIFER LYNN LINDSAY

Within 25 miles of Whitehouse, OH, Best Investors lists 105 registered investment advisory firms with 312 offices nearby, managing about $11.4T in combined regulatory AUM across 3,034,794 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 Whitehouse

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