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Best financial advisors in Batesville, IN

Registered advisers within 25 miles of Batesville, IN.

Offices
42
Firms
17
Combined AUM
$4.53T
Firm-wide filings, not assets booked only here
Clients
476K
476,381 clients when Item 5C has a number
Avg / client
$9.52M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MONEY CONCEPTS CAPITAL CORP
LPL ENTERPRISE, LLC
STRATEGIC ADVISERS LLC
STONEX ADVISORS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Investors

PETER GERARD MACK
SCOTT RICHARDS
Joni Ann Dunn
Austin David Compton
Susan Shook
LAWRENCE JOSEPH MORAN
Gregory Alan Berkemeier
LUCAS WATKINS
LISA ANN MURRAY
BRAD MICHAEL TEBBE
Katharine Helen Burger
ANGELA MARIE MESSER
Joshua Benjamin Miller
MATTHEW ALAN WESTHAFER
MICHAEL TOMSON MOORE
THERESA ELIZABETH SCHWERING
Jared W Holcomb
Morgan Eileen Denham
DANA R WITKEMPER
Candice L Dahline
Ryan David Holcomb
Lonny D Barnett
JACKLINH M TRAN
John J. Wernke
ROBERT LANE JOHNSON
RICHARD JOHN JOHNSON
JAMES M SHEA

Within 25 miles of Batesville, IN, Best Investors lists 17 registered investment advisory firms with 42 offices nearby, managing about $4.53T in combined regulatory AUM across 476,381 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 Batesville

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 8 PRIME CAPITAL FINANCIAL 1,816 clients · 267 advisers $39.1B AUM