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Best financial advisors in Willoughby Hills, OH

Registered advisers within 25 miles of Willoughby Hills, OH.

Offices
733
Firms
253
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.17M
2,167,329 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
STRATOS WEALTH PARTNERS, LTD
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.

Investors

JOHN ANTHONY BARBISH
Benjamin Keiper
LEONARD SCOTT PEFFER
AYMAN SULIMAN GHOUSHEH
MICHAEL REITMAN FRIEDLANDER
KIP ANDREW HOOVER
Robert Cozart
PHILLIP MARTIN RINI
Stephen C Mrozek
David Dal Broi
Jackie Ann Brick
Regina Florence Iafelice
VICTORIA MARIE MANNARINO
Jonathan D Barna
KEVIN PATRICK DAVIS
NATHAN JAMES REYES
Minyon Lee Heard
JEROME EDWIN JOHNSON
HOWARD KLECKLEY
KENNETH WASHINGTON
IDRIS MERRIMAN
Michael T Moore
Angela M. Thompson
JARED PATRICK BRILL
David Michael Cross
Nathaniel B. Hirko
THOMAS BRESLIN STRAUCHON
MATTHEW MICHAEL DARCY
Kristen Alice Mignogna

Within 25 miles of Willoughby Hills, OH, Best Investors lists 253 registered investment advisory firms with 733 offices nearby, managing about $14.4T in combined regulatory AUM across 2,167,329 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 Willoughby Hills

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM