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Best financial advisors in Bear Lake, IN

Registered advisers within 25 miles of Bear Lake, IN.

Offices
224
Firms
81
Combined AUM
$7.74T
Firm-wide filings, not assets booked only here
Clients
2.26M
2,256,062 clients when Item 5C has a number
Avg / client
$3.43M
Combined AUM ÷ clients

Nearby offices

Firms

ATLAS CAPITAL MANAGEMENT CORP
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NWF ADVISORY SERVICES INC
LPL FINANCIAL LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
QBOX FIDUCIARY SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AE WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

TODD MATTHEW CLARK
BRENTON LEE FEWOX
Reed J. Diller
CHRISTOPHER ALLEN PIERCE
Benjamin Michael Jones
James M Gibson
Joseph Levi Perry
JERRY LEE JACOBS
KEVIN A RUSH
Jesse Shepherd
Scott Edward Shepherd
DAVID MARTIN JURAS
JOSHUA ANDREW STULTZ
ALI HALILOVIC
Sun Kee Park
CHELSEA BROWN
Weston Mathew Blosser
GREGORY ALLEN MOERCHEN
Erik J Fearnow
Melissa Warren
DANIEL HARBER KIMES
Paul Wayne Phillips
GRANT T. GOEGLEIN
MATTHEW LOUIS HENRY
DAVID R WATERCUTTER
DAVID ALAN WATERCUTTER
ALEC WATERCUTTER
Drew William Davis
JEFFREY CHARLES ARNETT
Elizabeth Morris
Douglas D Morris
Willie Carnale Smith
ANDREW BRADLEY BAKER
Kirk Ronald Davis
RICHARD LEE RUNESTAD
Nathan James Barger
Joshua Daniel Robinson
WADE STEPHEN RITCHIE
Krista Sprague
GREGORY SCOTT REYNOLDS
MICHELE R ANGER
BENJAMIN DALE SCHLUETER
MICHELLE LEE GASKILL
Steven Richard Scheibelhut

Within 25 miles of Bear Lake, IN, Best Investors lists 81 registered investment advisory firms with 224 offices nearby, managing about $7.74T in combined regulatory AUM across 2,256,062 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 Bear 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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM