Best financial advisors in Adel, IN

Registered advisers within 25 miles of Adel, IN.

Offices

64

Firms

35

Combined AUM

$6.61T

Firm-wide filings, not assets booked only here

Clients

1.96M

1,959,922 clients when Item 5C has a number

Avg / client

$3.37M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

113 South Main Street
SPENCER, IN 47460

TUCKER ASSET MANAGEMENT LLC

205 E Morgan Street Ste A PO Box 267
Spencer, IN 47460

EDWARD JONES

5933 W STATE RD 46
BLOOMINGTON, IN 47404

10.6 miles away

ABOVE & BEYOND INVESTMENTS, LLC

5015 W STATE ROAD 46 SUITE J
BLOOMINGTON, IN 47404

11.2 miles away

J.P. MORGAN SECURITIES LLC

370 N. JACOB DR.
BLOOMINGTON, IN 47404

14.2 miles away

EDWARD JONES

1913 S LIBERTY DR
BLOOMINGTON, IN 47403

14.2 miles away

AVIOR WEALTH MANAGEMENT, LLC

1802 W. 17TH STREET
BLOOMINGTON, IN 47404

14.7 miles away

GLADSTONE WEALTH PARTNERS

1612 S. Liberty Drive Suite A
Bloomington, IN 47403

14.9 miles away

MCAVOY KEMP WEALTH MANAGEMENT, LLC

820 W 17TH STREET, SUITE 6
BLOOMINGTON, IN 47404

15.3 miles away

EDWARD JONES

461 S LANDMARK AVENUE
BLOOMINGTON, IN 47403

15.3 miles away

OSAIC ADVISORY SERVICES, LLC

304 S Main St
Cloverdale, IN 46120

15.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

702 N ROGERS ST
BLOOMINGTON, IN 47404-3452

15.6 miles away

KESTRA ADVISORY SERVICES, LLC

631 N. WALNUT
BLOOMINGTON, IN 47404

15.9 miles away

LPL FINANCIAL LLC

504 NORTH COLLEGE AVE
BLOOMINGTON, IN 47404

15.9 miles away

OSAIC WEALTH, INC.

205 N College Ave STE 714
Bloomington, IN 47404

OSAIC WEALTH, INC.

205 NORTH COLLEGE AVENUE SUITE 710
BLOOMINGTON, IN 47404

J.P. MORGAN SECURITIES LLC

100 S COLLEGE AVE
BLOOMINGTON, IN 47404

WELLINGTON INVESTMENT ADVISORS

121 E. 6TH STREET SUITE 2
BLOOMINGTON, IN 47408

16.1 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

101 W Kirkwood Ave. Ste. 246
Bloomington, IN 47404

16.1 miles away

&PARTNERS

101 W Kirkwood Ave Ste 224
Bloomington , IN 47404

16.1 miles away

Firms

TUCKER ASSET MANAGEMENT LLC

ABOVE & BEYOND INVESTMENTS, LLC

J.P. MORGAN SECURITIES LLC

AVIOR WEALTH MANAGEMENT, LLC

GLADSTONE WEALTH PARTNERS

MCAVOY KEMP WEALTH MANAGEMENT, LLC

OSAIC ADVISORY SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

WELLINGTON INVESTMENT ADVISORS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Marcus David Robinson

JAY CORBETT HENSON

Aubrey Williams

AMANDA K CUMMINGS

CLINT STEPHEN FISH

Michael Dean Bubalo

JOHNNIE LEE CHESTNUT

RANDY ERIC SHEWMAKER

JOSHUA MATTHEW HOLDEN

JON ROBERT HOLDEN

MATTHEW JAMES RUSSELL

MALCOLM MCGIBBON WEBB

JOHN ROBERT SCHUMAN

WAYNE ROBERT SCHUMAN

THOMAS OLIVER STRANGE

PAUL ELLIOTT BULLOCK

DOUGLAS ALAN UMMEL

Matthew Slade Krugman

Josiah Warren Fornelli

Benjamin Michael Pogorelc

SHAWN CHRISTOPHER FORCE

KATRINA BULLOCK

HARRY WALTER BOESCH

Patrick Arthur Scott

BRIDGET CARY BAUGH

CHAD EDWARD TEDERS

JEREMY A JEFFERS

Within 25 miles of Adel, IN, Best Investors lists 35 registered investment advisory firms with 64 offices nearby, managing about $6.61T in combined regulatory AUM across 1,959,922 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 Adel

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM