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Best financial advisors in Albany, IN

Registered advisers within 25 miles of Albany, IN.

Offices
62
Firms
26
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
901K
900,558 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CARDINAL CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CAPITAL CITIES INVESTMENTS
CREATIVE PLANNING
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

Maurice Evans Richardson
TROY ALLEN HELM
G Kristopher Jones
Shena R Bynum
SARAH VIRGINIA MCCORD
LEE HOWARD SNIDER
Tanya Shaneyfelt
Aaron Curtis Hammond
Todd Ray Yarbrough
WILLIAM THOMAS ISAACS
CHRISTOPHER JORDAN MATCHETT
ALEXANDER THOM SULANKE
Colleen Nicole Cooper
JASON MATTHEW MAY
Dean Edwin Meyers
Andrew Michael Hewitt
KATHRYN RAE KASTER
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS
Zion Joseph Osner
Taylor William Davis
BRYAN KEITH ALEXANDER
Ashley Natasha Hansard
JOSHUA D. MATTHEWS
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
Dawn Rachelle Hines
MICHELLE LYNN WALKER
ROBERT CHARLES DONATI
Adam T McHenry
Rebecca Kay McArdle

Within 25 miles of Albany, IN, Best Investors lists 26 registered investment advisory firms with 62 offices nearby, managing about $4.39T in combined regulatory AUM across 900,558 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 Albany

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM