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Best financial advisors in Berlien, IN

Registered advisers within 25 miles of Berlien, IN.

Offices
53
Firms
22
Combined AUM
$3.51T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,073,183 clients when Item 5C has a number
Avg / client
$3.27M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
VALMARK ADVISERS, INC.
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMI INVESTMENT MANAGEMENT INC
PROSPERA FINANCIAL SERVICES, INC.

Investors

MATTHEW B CARRIER
Mark Richard Sanborn
Brian Patrick Sanborn
KEVIN BONTRAGER
Cole Douglas Targgart
Dylan Michael Targgart
ADAM AUGUST SMITH
Michael Joseph Hanson
Valerie Ann Medendorp
Rhonda Lynn Hanson
BRYAN WEISMAN
Lori LaDona Olson
Micah John McCoy
BRIDGET ARLENE MCDERMOTT
DANIEL SCOTT SCHARLACH
KENNETH RAY EHINGER
Derek Steven Shaw
MARK OWEN VANDEVELDE
Andrew John Smith
ERICA DEE DEKKO
THOMAS D FLEGAL
Matt Reiber
DONALD JOHN GURA
BENJAMIN DAVID SHIVELY
Jared Thomas Fiedler
Victoria Lynn Kugler
MICHAEL DUANE AXEL
Hannah Ashlea May Williams
TROY VICTOR HARTMAN

Within 25 miles of Berlien, IN, Best Investors lists 22 registered investment advisory firms with 53 offices nearby, managing about $3.51T in combined regulatory AUM across 1,073,183 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 Berlien

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM