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Best financial advisors in Wp Air Base, OH

Registered advisers within 25 miles of Wp Air Base, OH.

Offices
371
Firms
128
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,038,033 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
KEY INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
STRATOS WEALTH PARTNERS, LTD
U.S. BANCORP ADVISORS, LLC

Investors

Gretchen M Matlock
David Owen Trimmer
Phillip K Kozen
Niasha Onia Hasina Piper
Arthur Coates
CARL MICHAEL BAKER
Brendon Anderson
GEOFFREY LUIS MORRIS
Kevin Banks
STEVEN ANTHONY DUDLEY
SETH L SCHUMAKER
ANDREW J. NOTHSTINE
DANIEL EDWARD GRIFFITH
DAVID ALAN SMITH
MICHAEL A COZAD
KAILEE NOELLE HISS
Ethan Zielazny
KILA MICHELLE FRISK
Matthew James DiFilippo
NICHOLAS ANDREW WURST
DAVID WAYNE HALL
SAMUEL JAMES BERNARD
JOEL MICHAEL GRUBER
MATTHEW SHAWN PARKS
Casey William Shaw
JOSEPH MCGRATH MAHER
Timothy Schmale
David Richard Heberling
James Lee
Jack Ryan Herbst
KAREN LYNN LUCKOSKI

Within 25 miles of Wp Air Base, OH, Best Investors lists 128 registered investment advisory firms with 371 offices nearby, managing about $12.7T in combined regulatory AUM across 3,038,033 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 Wp Air Base

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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