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Best financial advisors in Battle Ground, IN

Registered advisers within 25 miles of Battle Ground, IN.

Offices
91
Firms
39
Combined AUM
$9.40T
Firm-wide filings, not assets booked only here
Clients
1.52M
1,520,299 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

CALTON & ASSOCIATES, INC.
CAE INVESTMENT ADVISORY, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
SPC
BANKER INVESTMENT GROUP
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LIFELONG INVESTSMENTS
STONEX ADVISORS INC.
J.P. MORGAN SECURITIES LLC
PRIVATE ADVISOR GROUP, LLC

Investors

DAVID MARK SHARP
Christy Lynn Robertson
AMANDA S BARTHELEMY
DALE JOHN DRIGGS
WILLIAM GILBERT BANKER
JOSHUA MICHAEL LOGGINS
SETH ALAN PARKER
Matthew Justin Wright
MELISSA ANN ACHER
Jermaine D Hawkins
Darrell Ray Woodman
MELINDA JOYCE DENO
Morgan Elizabeth Bonifazi
DAVID ORVAL KLEMME
Michael Stocksick
JEFFERY LEE ONKEN
DIEGO DE LOS SANTOS
DOUGLAS BRYAN HOLDER
GARRETT RYAN CHENEY
DENNIS EDWARD SYNESAEL
Kimberly Lynn Boggs
Brian Thomas Martin
James D Schlueter
Zachary Edward Weathers

Within 25 miles of Battle Ground, IN, Best Investors lists 39 registered investment advisory firms with 91 offices nearby, managing about $9.40T in combined regulatory AUM across 1,520,299 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 Battle Ground

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM