Best Investors Account Sign in

Best financial advisors in Bass Lake, IN

Registered advisers within 25 miles of Bass Lake, IN.

Offices
32
Firms
12
Combined AUM
$2.94T
Firm-wide filings, not assets booked only here
Clients
403K
403,381 clients when Item 5C has a number
Avg / client
$7.30M
Combined AUM ÷ clients

Nearby offices

Firms

SPC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THOMAS STORY AND SON LLC
REGAL INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

CHARLES FRANK HASNERL
Christopher Dale Newbauer
Nicholas Leuck
JOEL GESKY
MITCHELL DAVID SEMANS
DAVID THOMAS STORY
THOMAS HERBERT STORY
Mark E. Bishopp
Carlye Ann Bishopp
JAMES BRIAN DILLON
JEFFREY ALAN UMBAUGH
Alyssa Marie Chapman
Ashleigh Nichole Hoover
Jon P Chapman
Anthony Ray Chapman
Cristine Ann Keller
Thomas Popielski
ROBERT BARCLAY DRAGANI
Angela Dee Banicki
Craig Michael Wilson
Jeremy Andrew Cox
Russell Thomas Kietzman
Grant McConnell Clady
Todd Clady
Garrett Clady
RUSSELL WADE SHARTZER
Adam Beck
RODNEY LEROY JACOBS
Tiffany Harrell
Robert A Borlik
ERIN LYNN MILNIKEL
SAMANTHA LOREN FIFE
Joshua Lee Alexander

Within 25 miles of Bass Lake, IN, Best Investors lists 12 registered investment advisory firms with 32 offices nearby, managing about $2.94T in combined regulatory AUM across 403,381 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 Bass Lake

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM