Best Investors Account Sign in

Best financial advisors in Bethel, IN

Registered advisers within 25 miles of Bethel, IN.

Offices
34
Firms
13
Combined AUM
$3.19T
Firm-wide filings, not assets booked only here
Clients
839K
838,877 clients when Item 5C has a number
Avg / client
$3.80M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SPECTRUM ADVISORS FINANCIAL, LLC
VISTA INVESTMENT PARTNERS
ONEAMERICA SECURITIES, INC.
CREATIVE FINANCIAL DESIGNS, INC.

Investors

Tracy Allen Saunders
Kristin Lauri Mullins
Daniel Jo Davis
TRAVIS JAY KOHN
Robert F. Gilman
BRIAN EDWARD LONGBONS
Camden R Rhoades
Susan Diane Mullin
William P Mullin
ROBERT FREDERICK WALES
Joseph Randall Wesley
Donald Edgar Bates
DONALD HUGH HOUSE
William R Harmon
Stasia Ashmala Veramallay
BRETT DOUGLAS GUILEY
Sarah Elizabeth Peacock
Matthew Alan Golliher
PETER KUHNS BARTEL
Thomas Scott Bevington
GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
Howard Wesley Koch
Kevin G Addington
Kylee Marie Teague
Wilbur Kenneth Teague
David Edward Connelly
Christian Michael Stueve
Todd Charles Subler
TERRY W MAY
TRENT MAY
GARY LYNN CLOYD
DOUGLAS ALAN SHIELDS

Within 25 miles of Bethel, IN, Best Investors lists 13 registered investment advisory firms with 34 offices nearby, managing about $3.19T in combined regulatory AUM across 838,877 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 Bethel

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 8 CREATIVE FINANCIAL DESIGNS, INC. 473 clients · 166 advisers $2.94B AUM