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Best financial advisors in Willoughby, OH

Registered advisers within 25 miles of Willoughby, OH.

Offices
607
Firms
224
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
2.18M
2,182,144 clients when Item 5C has a number
Avg / client
$7.13M
Combined AUM ÷ clients

Nearby offices

Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
DARCY BRIX INVESTMENT REPRESENTATIVE, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
W&S BROKERAGE SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
MICHAEL G. MILLER & ASSOCIATES, L.L.C.
OSAIC WEALTH, INC.
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HANTZ FINANCIAL SERVICES, INC.
KENNETH A. DERY & ASSOCIATES
EQUITABLE ADVISORS, LLC

Investors

Jeremy Himmelright
ANNA JEAN ALEXANDER
GRACE MARIE HIMMELRIGHT
MARTHA WALTER ROYAN
Joshua M Ayers
Eric C Ziegler
Anthony Marchetto
MARTIN HOWARD SNYDER
SCOTT ALLAN SKILJAN
RYAN JAMES CUNNINGHAM
JAMES ROSS SCHLEICHER
GARETH CABILI CALUDUCAN
Dominic Piunno
PATRICK J DULZER
MICHAEL ROBERT CHESLOCK
BRADLEY GERING BROWN
Franklin James Alltop
Sharron Shaw
TERRI MARIE PEKARCIK
MICHAEL GREGORY MILLER
CARRIE ANN WELLS
JULIE MARIE STEIN
TOM DAHER
Timothy Joseph O'Keeffe
MICHAEL LAUSIN
Anthony M Pochiro
Cody Seth Bales
Connor Payne Butler
ROBERT CRAIG KOETH
BRITTANY ANN BITTNER
LEAHMARIE LAMONICA
Nicholas James Vogel
Chad Jacob McWhorter
JAMES ANTHONY ALBANESE
ROBERT WILLIAM MCGUIGAN
ROBERT BRENNAN KOETH
KENNETH ALLEN DERY
MICHELE KATHLEEN JOHNSON
Nicholas Robert Baase
ADAM RANDOLPH LULOW
FRANCIS MICHAEL VITALE

Within 25 miles of Willoughby, OH, Best Investors lists 224 registered investment advisory firms with 607 offices nearby, managing about $15.6T in combined regulatory AUM across 2,182,144 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

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM