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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

BRIGHT PATH SPORTS PARTNERS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WEALTHSPIRE ADVISORS
EDELMAN FINANCIAL ENGINES
CONFLUENCE INVESTMENT MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
ROCKEFELLER FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ADAPTIVE FINANCIAL CONSULTING, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LEGACY FINANCIAL ADVISORS, LLC
TRANSCEND WEALTH
WINSLOW ASSET MANAGEMENT INC
STONEX ADVISORS INC.
LPL FINANCIAL LLC
EDWARD JONES

Investors

BRIAN ADAM ZEID
ERIC I INGERMAN
KELLEY THOMPSON
MARK STEPHEN BAILEY
DENNIS PETER BARBA
MICHELLE WEILACHER
THOMAS M COMETA
JAIME L ZARLENGA-SIEGLER
DANIEL JOHN BEZIK
GLEN KASHETSKY
MELISSA LYNN HALLORAN
MICHAEL EDWARD VERDA
REBECCA TIPTON
MIKAL HADDAD
MATTHEW J. KABALA
MICHAEL BRUCE TURSI
MILDRED BABB PERKINS
KERY HUTNER
JAMES ELNO MAKEE
THOMAS ERB
KAREN D KRATZ
JACK MAKEE
MARIO THOMAS PERKINS
CLAUDIA CATHERINE WERT
WOJCIECH BIERNAT
ROBERT ALAN WERT
KENT WILSON WHITAKER
DENNIS JOHN DEVANE
DANIEL CARTER
DAVID ANTHONY GALLINA
GORDON BENJAMIN REEDER
Brenna K Paananen
SARAH ANN HANNIBAL
Madeline Kate Rowe
ROGER MICHAEL BARANOVIC
LORI CHERYL SILVERSTEIN
MATTHEW DAVID SINKOVITZ
BRIAN JOHN KULAK
KRISTOPHER MICHAEL SAYRE
Zachery J. Cove
Piotr Cyranek
SUKHWINDER SINGH
Ryan Burnett
Dawn L Chico
Aaron R. Lewis
LYNDSEY D FERN
Domenic A Paolo
Thomas Maximilian Jewett
NANCY KLEMPERER LEIZMAN
THOMAS M MASSEY
ELIZABETH G KNIGHT
MICHELLE LYNN HERMAN
ALEKSANDRA DELIC-MILANOVIC
LISA LYNN KLIMA
JOHN JACOB GRAF
Ryan Leizman
Jack Gecovich
SUSAN ELAINE PAOLO
DENNIS FREDRICK SCHWARTZ
JOHN AMBROSE KOCH
GRANT MARSHALL DAVIS
SANJAY RAJIV BEACH
MICHAEL ADAM FRAYMAN
LAURA L MURPHY
PADMA JAMBUNATH
John R Dever
JEFFREY PAUL DANZINGER
JOHN P SCHLOSS
JOSEPH RALPH LICATE
JOHN THOMAS EGAN
Zachary James Stanley
JACOB KUCIA
Adriana M Bastos-Randall
SUSANNE M SWANSON
Patrick James Hawkins Hodgson
Vincent Piro
RACHELLE RENEE KOVACS
JEREMY BIGELOW THOMPSON
Michael Christopher Krueger
TOBIAS RYAN YEARMS
WARREN SAMUEL WERNICK
DEANNA SPEAR
CHRISTA ELVIRA REPAS
BARBARA STERN CAMAGLIA
DENNIS CHRISTOPHER COON
GRANT NEIL DINNER
JARED SCOTT MILLER
CHERIE LYNETTE HARRIS
Cyril James KanagaRaj
JEFFREY JOON YEE TONG
Dale Braun

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