Best financial advisors in Alta, IN

Registered advisers within 25 miles of Alta, IN.

Offices

42

Firms

15

Combined AUM

$6.82T

Firm-wide filings, not assets booked only here

Clients

768K

768,257 clients when Item 5C has a number

Avg / client

$8.87M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

513 ROCKVILLE RD
Rockville, IN 47872-1226

EDWARD JONES

720 HOWARD AVENUE
ROCKVILLE, IN 47872

EDWARD JONES

403 W Ohio St
ROCKVILLE, IN 47872

STATE FARM INVESTMENT MANAGEMENT CORP.

312 S Main Street
Clinton, IN 47842-2406

LPL FINANCIAL LLC

407 S MAIN
CLINTON, IN 47842

10.1 miles away

EDWARD JONES

320 N CENTRAL AVE
PARIS, IL 61944

20.3 miles away

LPL FINANCIAL LLC

600 E JASPER ST
PARIS, IL 61944

20.4 miles away

EDWARD JONES

119 EAST WASHINGTON ST
PARIS, IL 61944

20.4 miles away

EDWARD JONES

1547 FT HARRISON ROAD
TERRE HAUTE, IN 47804-1332

20.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

148 N State St
Westville, IL 61883

20.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

305 W Jasper St
Paris, IL 61944

20.9 miles away

KESTRA ADVISORY SERVICES, LLC

159 S Stringtown Rd
Covington, IN 47932

22.4 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3137 Wabash Ave
Terre Haute, IN 47803-1517

22.9 miles away

CETERA INVESTMENT ADVISERS LLC

118 N 3RD ST
TERRE HAUTE, IN 47807

23.2 miles away

EDWARD JONES

400 WABASH AVE SUITE 110
TERRE HAUTE, IN 47807

23.3 miles away

FIFTH THIRD SECURITIES, INC.

350 WABASH AVENUE
TERRE HAUTE, IN 47808

23.3 miles away

MORGAN STANLEY

401 WABASH AVENUE
TERRE HAUTE, IN 47807

23.3 miles away

MCLAUGHLIN ASSET MANAGEMENT, INC.

1905 US Route 150 STE E
Danville, IL 61832

23.3 miles away

EDWARD JONES

1318 OHIO STREET SUITE 3
TERRE HAUTE, IN 47807

23.3 miles away

EDWARD JONES

674 Ohio Street
TERRE HAUTE, IN 47807

23.3 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

KESTRA ADVISORY SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

FIFTH THIRD SECURITIES, INC.

MCLAUGHLIN ASSET MANAGEMENT, INC.

Investors

Nathan Eslinger

Eric Ryan Byers

Monti Jean Byers

Jessica Maureen Lynk

ROBERT W BURKETT

Christian Keys Colvin

Joseph Dean Hasler

DOUGLAS PAUL HASLER

Gregg Alan Whitkanack

James Joshua Huxford

Brandi Lynn Johnson

Nicholas Hawkinson

ROBERT LEE HACKETT

CHELSEA PADDOCK

MARK SHAWN HUFFMAN

JANENNE MARIE LACKEY

Garrett Lee Brown

TYLER M ROGERSON

JODY LYNN REINOEHL

KEVIN LEE KLINGERMAN

CHASITY KAY JORDAN

LINDSEY DANIELLE PAE

LISA MARIE VANREED

JOHN MARK DESANTIS

TROY T CHARTERS

TERRY LEE HOGAN

DONALD ARTHUR MCLAUGHLIN

Paul Allan Clapp

Brittany Ann Brown

Mark Adrian Metheny

Within 25 miles of Alta, IN, Best Investors lists 15 registered investment advisory firms with 42 offices nearby, managing about $6.82T in combined regulatory AUM across 768,257 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 Alta

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM