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Best financial advisors in Adams Lake, IN

Registered advisers within 25 miles of Adams Lake, IN.

Offices
58
Firms
24
Combined AUM
$3.51T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,107,360 clients when Item 5C has a number
Avg / client
$3.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PROSPERA FINANCIAL SERVICES, INC.
AMI INVESTMENT MANAGEMENT INC
EQUITABLE ADVISORS, LLC
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeffrey Macdonald Crawford
KYNDRA DEE LANDGRAFF
ANDREW DAVID LANDGRAFF
Adam Jeffery Christner
James K Ross
Steven Mark Weigel
Samantha Weigel Cunningham
Matt Reiber
Jason Lenardson
Hannah Ashlea May Williams
TROY VICTOR HARTMAN
BENJAMIN DAVID SHIVELY
Jared Thomas Fiedler
Victoria Lynn Kugler
MICHAEL DUANE AXEL
DONALD JOHN GURA
ERICA DEE DEKKO
PETER DAVID MCDONALD
MARK WILCOXEN
MATTHEW DEAN SHULL
Dalton L Smith
JARED ROUSH
GREGORY POST WEBER
David E. Sands
Colten Cripe
Sheldon Quinn Shrock
MARK A LANE
Lori LaDona Olson
Micah John McCoy
Duane Brook Schuman
Angela D Gibson
Marc Edward Chamberlin

Within 25 miles of Adams Lake, IN, Best Investors lists 24 registered investment advisory firms with 58 offices nearby, managing about $3.51T in combined regulatory AUM across 1,107,360 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 Adams Lake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM