Best Investors Account Sign in

Best financial advisors in Bloomington, IN

Registered advisers within 25 miles of Bloomington, IN.

Offices
83
Firms
48
Combined AUM
$7.88T
Firm-wide filings, not assets booked only here
Clients
2.01M
2,014,647 clients when Item 5C has a number
Avg / client
$3.91M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONEAMERICA SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
MOSAIC WEALTH MANAGEMENT LLC
HURLOW WEALTH MANAGEMENT GROUP, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CHARLES SCHWAB & CO., INC.
LAUGHLIN FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
STRATEGIC ADVISERS LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
ROBERT W. BAIRD & CO. INCORPORATED

Investors

Joel Paul Schneider
Joshua Michael David James
JEFFREY ALAN HUSTON
Steven Joseph Fortune
ANA VON HEIMBURG
RONALD JACK DEINLEIN
CHRISTOPHER HAYS MEADOR
DAWNETTA RAE COOPER
Gordon Scott Nesbit
Henry Thomas Rowe
JOHN CHARLES HURLOW
MICHAEL JOHN CARSON
ALEXANDROS PETER KAPSALIS
Eldon Michael McCabe
Derek Curtis Grimmer
Braden Michael Yu
Colton Matthew Riggs
Theresa Claire Kest
Nathan Michael Pendill
Karen Marie Brooks
HEIDI J HARMON
Jeremy Todd Zeichner
Andria E Donovan
NATHAN ANDREW ZEICHNER
JOHN R LAUGHLIN
Max Keegan Varness
KIMBERLY MICHELLE HARRELL
Douglas Patrick Mayo
LORI LYNN MATTHEWS
MARC DOUGLAS FISHMAN
Anthony Lynn Stonger
Isaiah Merriman
WILLIAM RAY VERHAGEN
MARK HARVEY KRAUS
IAN GRAHAM ESSLING
CHRISTOPHER NEAL HARMON
Levi Cole Trueblood
Joel Niese
Craig A Harris
MALINDA SUE RISEN-SANDERS
JAMES LYNN SPORE
Yazeed Raghadan Rabadi
VADIM A MOROZOV
David C McKinney
ALYCE FAITH ZOLLMAN
CHRISTOPHER CHARLES BOMBA
AMY JO RICE
DANIEL MARTIN MATTHEWS
THOMAS KENT GOWIN
ORVAL LEROY STALLSMITH
Jenna Rose Yandl
LOREN ANTHONY SNYDER
WILLIAM RYAN REED
COLLEEN GRACE CURRY
Kyle P Stewart

Within 25 miles of Bloomington, IN, Best Investors lists 48 registered investment advisory firms with 83 offices nearby, managing about $7.88T in combined regulatory AUM across 2,014,647 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 Bloomington

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM