Best financial advisors in Bath, IN

Registered advisers within 25 miles of Bath, IN.

Offices

119

Firms

44

Combined AUM

$7.57T

Firm-wide filings, not assets booked only here

Clients

1.25M

1,253,711 clients when Item 5C has a number

Avg / client

$6.04M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

1013 Harrison Ave
Harrison, OH 45030

16.9 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

1012 HARRISON AVE SUITE 2
HARRISON, OH 45030

16.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

300 High Street 7th Floor
Hamilton, OH 45012

MML INVESTORS SERVICES, LLC

633 High St Suite 202
Hamilton, OH 45011

17.2 miles away

FIFTH THIRD SECURITIES, INC.

10477 HARRISON AVE
HARRISON, OH 45030

17.5 miles away

LPL FINANCIAL LLC

9676 DRY FORK RD.
HARRISON, OH 45030

17.6 miles away

AE WEALTH MANAGEMENT, LLC

10403 Harrison Ave
Harrison, OH 45030

17.8 miles away

AE WEALTH MANAGEMENT, LLC

10403 Harrison Ave Ste 100
Harrison, OH 45030

17.8 miles away

EDWARD JONES

521 N Central Ave STE D
CONNERSVILLE, IN 47331

18.3 miles away

EDWARD JONES

114 W 5TH ST SUITE A
CONNERSVILLE, IN 47331

18.3 miles away

USA FINANCIAL SECURITIES LLC

126 W. 6th Street
Connersville, IN 47331

18.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

115 Canyon Pkwy
Connersville, IN 47331

18.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

5136 Pleasant Ave
Fairfield, OH 45014

19.1 miles away

J.P. MORGAN SECURITIES LLC

5200 PLEASANT AVENUE
FAIRFIELD, OH 45014

19.1 miles away

EDWARD JONES

630 NILLES RD
FAIRFIELD, OH 45014

19.2 miles away

FIFTH THIRD SECURITIES, INC.

580 WESSEL DRIVE
FAIRFIELD, OH 45014

19.2 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

780 NILLES RD
FAIRFIELD, OH 45014

19.4 miles away

EDWARD JONES

3040 N WESTERN AVENUE
CONNERSVILLE, IN 47331

19.4 miles away

EDWARD JONES

1940 Jamison Dr Ste 103
Bright, IN 47025

19.5 miles away

FIFTH THIRD SECURITIES, INC.

3131 PRINCETON RD
HAMILTON, OH 45011

19.6 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MML INVESTORS SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

AE WEALTH MANAGEMENT, LLC

USA FINANCIAL SECURITIES LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ROBERT LANE JOHNSON

RICHARD JOHN JOHNSON

JULIE MARIE KING

LARRY EUGENE BOWLING

STEVE MICHAEL TUCHFARBER

CALEB DWIGHT LA COURSE

SANDRA GAIL Davis-Skeen

Brayden Mitchell Rouse

Austin Matthew Ford

Adam Scott Norman

Spencer Loren Ford

Gena Louise Hartman

SAMUEL B HARVEY

CINDY LYN BERNZOTT

PIERCE ALLEN BROWN

Aaron Jason Brown

Daniel William Kloenne

RITA JOANNE CORNETT

Devin Patrick Hornsby

Lonny D Barnett

Within 25 miles of Bath, IN, Best Investors lists 44 registered investment advisory firms with 119 offices nearby, managing about $7.57T in combined regulatory AUM across 1,253,711 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 Bath

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM