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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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
MABRY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
SPC
PATHWAY FINANCIAL ADVISERS, LLC
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
W&S BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HOULIHAN ASSET MANAGEMENT LLC

Investors

Connor Alan Gunkel
DANA DEAN SIMCOX
DAVID JOSEPH REED
THERESA MARIE PATRON
STEVEN CRAIG KUCHARSKI
Benjamin Louis Simcox
MAXIMILIAN T SIMCOX
Sean Peter Asiala
Quinn Nofziger
Ryan Patrick Mabry
ALI FARHOUMAND
REGINALD BRADLEY STILES
RON ANTHONY CARBONI
Armando M Bustamante
FARID FARHOUMAND
DAVID LEIGH ZACHRICH
Erin Lee Mutton
David Reynolds Tracey
STEVEN ERIC POST
JOEL MATTHEW GRIMM
AUSTIN SCOTT MILLER
Jordan Micah Pfister
JONATHON PYNCHON
HEATHER LYNN FOSTER
CALEB ERNEST DOANE
Jacob David Aschliman
KYLE STEVEN ASCHLIMAN
Frederick Joel Childs
Mitchell Lee Christopher
JOHN AGOSTINO BOTTIGLIA
GLEN CHARLES MCCORMICK
David Michael Kolpien
LEE ROGER COOK
Thad Winter
EMILY LINN BUSH
Leonard J Boniface
DANIEL R. SCHMIDT
Gwendolyn Rene Ruppert
JOSEPH PAUL GOEBEL
AMANDA FEY SCHEELE
MATTHEW JACOB SCHMIDT
RACHEL M SCHENK
JACOB ALAN SCHMIDT
MARK ALAN HOWARD
Kara Clark
Samantha J. Anderson
Russell Eugene Couchman
Andrew Michael Smith
WILLIAM JOSEPH NAGY
TODD EDWARD LARSON
MATTHEW MARK REYNOLDS
ZACHARY MARK JENNINGS
Tyler Ford
Julie Ann Reynolds
CHAD E TALLMAN
DENNIS NEIL HOULIHAN
Joshua David Nix
James Randall Bone
JEFFERSON R. HANKINS
Kurt Thomas Boggs

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