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Best financial advisors in Bluffton, IN

Registered advisers within 25 miles of Bluffton, IN.

Offices
133
Firms
55
Combined AUM
$7.06T
Firm-wide filings, not assets booked only here
Clients
2.17M
2,174,388 clients when Item 5C has a number
Avg / client
$3.25M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
EDWARD JONES
LINCOLN INVESTMENT
KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ONEASCENT FINANCIAL SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CWM, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MIDWEST CAPITAL FINANCIAL ADVISORS, LLC

Investors

ALEXANDER KERRY KISTLER
RANDALL KERRY KISTLER
ERIC STEVEN BLESSING
MICHAEL BOBILYA
DANIELLE MARIE THOMPSON
Jeremy Edward Penrod
JOSEPH LOUIS STREVELER
NATHAN ALLAN SHELTON
Jeremy Matthew Todd
DUSTIN JAMES STAHLEY
ERIN KAE GILBERT
Kaden Laine Bussel
David Timothy Bresnahan
KIM LINETTE GENTIS
Douglas L. Fear
Spencer N Fear
Dennis Lee Ealing
Trent Moore
Larry Alan Smith
Kimberly Marie Hart-Paxson
Jeremy James Rufener
KEITH H BLYTHE
Hailey Berniece Beer
AGNES ANN SCHOCH
Dylan Joseph Rose
Lorie Ann Garwood
Tina Ann Marbach
ROGER LEE FLUECKIGER
Jerry O Baughman
MICHAEL ALAN HAMILTON

Within 25 miles of Bluffton, IN, Best Investors lists 55 registered investment advisory firms with 133 offices nearby, managing about $7.06T in combined regulatory AUM across 2,174,388 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 Bluffton

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM