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Best financial advisors in Boswell, IN

Registered advisers within 25 miles of Boswell, IN.

Offices
27
Firms
14
Combined AUM
$4.30T
Firm-wide filings, not assets booked only here
Clients
796K
795,858 clients when Item 5C has a number
Avg / client
$5.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
SPC
THRIVENT INVESTMENT MANAGEMENT INC.
BANKER INVESTMENT GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
LIFELONG INVESTSMENTS
STONEX ADVISORS INC.

Investors

Morgan Olivia Lange
Courtney Aaron Rooze
Mark T Eberhart
Daniel Douglass
CHARLES ALEXANDER VERGARA
Lance Allan Raver
Ryan Campbell
Kimberly Lynn Boggs
Brian Thomas Martin
Michael Stocksick
MELISSA ANN ACHER
Jermaine D Hawkins
AMANDA S BARTHELEMY
DALE JOHN DRIGGS
Christy Lynn Robertson
WILLIAM GILBERT BANKER
JOSHUA MICHAEL LOGGINS
SETH ALAN PARKER
Matthew Justin Wright
TANYA S FLANNERY
Marcus Joed Provost
MELINDA JOYCE DENO
DAVID ORVAL KLEMME
Morgan Elizabeth Bonifazi
KEITH R SOUZA
Darrell Ray Woodman

Within 25 miles of Boswell, IN, Best Investors lists 14 registered investment advisory firms with 27 offices nearby, managing about $4.30T in combined regulatory AUM across 795,858 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 Boswell

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 ADVICE AND PLANNING SERVICES 35,647 clients · 1,783 advisers $37.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM