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Best financial advisors in Bethlehem, IN

Registered advisers within 25 miles of Bethlehem, IN.

Offices
312
Firms
127
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,077,339 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
OFF CAMBER CREATIVE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
THE GLEASON GROUP, INC.
BLVD PRIVATE WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
ACCESS REAL ESTATE, LLC
GRAETER WEALTH ADVISORS, LLC
ACCESS WEALTH MANAGEMENT, LLC
RICKETTS FINANCIAL, LLC
FIRST KENTUCKY SECURITIES CORP
FARNSLEY ADVISORS
BLUEGRASS FINANCIAL PLANNING, LLC
ADVISORY SERVICES NETWORK

Investors

RANDY LYNN BEHYMER
Kelly Ann Adams
JOSHUA TANNER MAHONEY
William Ross Hensler
JACOB LAWRENCE FEDOR
Ava Jackie Nivens
Lindsay Marie Manietta
GAVIN T. GLEASON
ANDREA NICOLE GLEASON
Richard Francis Thieneman
BENJAMIN JOSEPH DONINGER
MARK HAMPTON SMITH
TIMOTHY CHAD LOGSDON
CHRIS EDWARD BRADY
MARGARET DAHLGREN PAPE
STAN GENE WAGNER
GEORGE ARTHUR BRAKMEIER
PAUL J FETTER
NATHAN WAYNE LINDEMEYER
Matthew H Bailey
JOSHUA A ROLLER
John Volpert
DREW JOSEPH GRAETER
SPENCER HARRIS GRAETER
DON CARLOS GRAETER
ANTHONY LAMBERT CHRISTENSEN
Brad William Hellman
CAITLIN Michelle ROSE
Christopher McCauley Ricketts
COLIN ELLIS CADY
JAMES STEVEN KIPER
MARY JANE JENNINGS
BRUCE C CORWIN
RYAN PATRICK O'CONNOR
TYLER DARRELL CURRENT
JACK AEROD MOSS
MICHAEL A HORLANDER
KIRSTEN V KRAMER
KEVIN PATRICK OCONNOR
James Borchard Metzger
CHARLES ROBERT FARNSLEY
David Padgett
ANDREW T SLOAN
ADAM MARTIN HECKMAN

Within 25 miles of Bethlehem, IN, Best Investors lists 127 registered investment advisory firms with 312 offices nearby, managing about $13.4T in combined regulatory AUM across 3,077,339 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 Bethlehem

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM