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Best financial advisors in Beech Grove, IN

Registered advisers within 25 miles of Beech Grove, IN.

Offices
762
Firms
272
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,892 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

MUTUAL OF OMAHA INVESTOR SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
CAPTRUST
SYM FINANCIAL ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTREPID FINANCIAL PLANNING GROUP, LLC
PFS INVESTMENTS INC.
STRATEGIC WEALTH INVESTMENT GROUP, LLC
CORWIN COMPANY LLC
FIERCE WEALTH MANAGEMENT GROUP LLC
MARINER
STATE FARM INVESTMENT MANAGEMENT CORP.
MICHAEL ASSOCIATES, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
VERTICAL WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SANCTUARY ADVISORS, LLC

Investors

PETER LEE GRASS
SCOTT DANIEL KNUST
TOM HOWARD CATES
CASEY JAMES BOLLOCK
John Ross Kirkpatrick
SHERI LYNN KENDALL
KEVIN DOUGLAS SWEET
Brian Upchurch
JEFFREY JEN-CHIE YU
KRISTIN ELIZABETH MOISTNER
JUSTIN PAUL KASSANITS
MARK AUGUST DEPREZ
Sarah Little Grecco
Bradley Yu
Mariah Lynn Day
RYAN THOMAS KONOP
Charlsie Irene Ashlock
LARRY RYAN THOMAS
Brandon Thomas Upchurch
David Anderson Rice
John Robert Denger
Benjamin Marshall Gardner
JONATHAN P HUEFTLE
Derek Scott Weed
JEFF PITTSLEY
CARRIE RYAN
Adam Robert Cash
NIKKI GAYE WHEELER
JULIE LYNNE FAAS
JO ANN HENDRYX
RANDOLPH BLANE DAVIS
Quinn Teague
JOSHUA SCOTT CORWIN
JEFFERY DAVID FIERCE
ADAM JAMES ELDER
JOHN DAVID MACIK
BRANDON CARL PHILLIPS
MATTHEW JAMES RICE
MITCHELL DAVID CARNES
Scott Glen Walloch
BRIAN THOMAS RYKOVICH
JORDAN L CRABB
MONTE SMITH
LESLIE DENISE MICHAEL
Raj Singh
CHRISTOPHER MICHAEL HERRMANN
BRIAN JOSEPH WHEELER
THOMAS PATRICK TUCKER
LAWRENCE IRVIN TUROW
ANGELA GRABOVSKY
LEONID GRABOVSKY
DAVID BLAKE GRANSON
Kelley Maguire
Mackenzie Leigh Tice
Grant Abram Johnson
DANA GREEN
Justin Long
Joshua Martin Vela
LISA LYNN BROWN
John Cooke
Adrienne Rae Monka
Claire Cooke
Christine Lee Barbo

Within 25 miles of Beech Grove, IN, Best Investors lists 272 registered investment advisory firms with 762 offices nearby, managing about $15.4T in combined regulatory AUM across 3,116,892 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 Beech Grove

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM