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Best financial advisors in Barnard, IN

Registered advisers within 25 miles of Barnard, IN.

Offices
61
Firms
22
Combined AUM
$5.06T
Firm-wide filings, not assets booked only here
Clients
814K
813,565 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
EDWARD JONES
J. W. COLE ADVISORS, INC.
LPL FINANCIAL LLC
WABASH CAPITAL, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT

Investors

HEATHER MARIE TAYLOR
Amanda Louise Laney
Jeffrey Kendall Jackson
Jennifer Jackson
Vernon Grant Stewart
ERICH WILLIAM RAASCH
GINGER A SCOTT
Jacqueline Michelle Ellis
BRAD J TUCKER
Jimmie Earl Richardson
Scott David Gambrel
Tyler Scott Baer
Caleb Wilson
Bradley James Gonso
TOREY LEE RAUCH
JASON SCOTT WAGNER
Gregory E VanLaere
Jessica Quigley
Bruce E Hoover
MATTHEW CHARLES KWIATKOWSKI
DONALD JOE FLORENCE
RICHARD JUSTIN GRECO

Within 25 miles of Barnard, IN, Best Investors lists 22 registered investment advisory firms with 61 offices nearby, managing about $5.06T in combined regulatory AUM across 813,565 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 Barnard

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM