Best Investors Account Sign in

Best financial advisors in Aroma, IN

Registered advisers within 25 miles of Aroma, IN.

Offices
566
Firms
227
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,288 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMPREHENSIVE FINANCIAL CONSULTANTS
SPC
KEY INVESTMENT SERVICES LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Samuel Scot Caley
Jason Adam Hare
Neal E Young
Kurt David Hare
Michael Andrew McNeal
STEVE ALLEN JONES
Barbara Colby Taylor
Zachary Rinehart
Corey Matthew Sylvester
Christian David McGill
Dallas Jackson Baltz
Noah Edwin Wolfe
DAVID EARL MCGILL
Amanda Marie Sylvester
Ryan Dale Hiatt
SCOTT AUSTIN CARLSON
Scott P Reed
Justin Hersberger
MATTHEW LYNN MINICK
Anna Smith
Bryce Elliott Adam
Samantha D Hayton
DARYL J PETRY
MATTHEW AKERS
Matt Arthur
MARK GRAYSON MIRACLE
THANE MICHAEL BUSHONG
GREGORY SCOTT LUTTERMAN

Within 25 miles of Aroma, IN, Best Investors lists 227 registered investment advisory firms with 566 offices nearby, managing about $15.3T in combined regulatory AUM across 3,116,288 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 Aroma

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM