Best Investors Account Sign in

Best financial advisors in Burlington, IN

Registered advisers within 25 miles of Burlington, IN.

Offices
78
Firms
33
Combined AUM
$4.08T
Firm-wide filings, not assets booked only here
Clients
554K
553,561 clients when Item 5C has a number
Avg / client
$7.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GETTINGS BUSCH WEALTH MANAGEMENT
SYCAMORE FINANCIAL GROUP
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CREATIVE FINANCIAL DESIGNS, INC.
AUSDAL FINANCIAL PARTNERS, INC.
INDEPENDENT ADVISOR ALLIANCE, LLC

Investors

Bryan David Heilman
MATTHEW JAMES MEEK
DEREK R FISHER
Kyle Smith
Matthew D. Williams
Abigail C Diebolt
Christopher Lee Cripe
Michael Lynn Meador
LEVI MICHEL BESS
AMY LYNN MCKAY
MICHEL LEE BESS
NEAL ALLEN ROUCH
NICHOLAS TODD PATE
Reed Alexander Hubbert
Brian David Iles
Jackson H Collins
WILLIAM J CARDWELL
ALLISON TYMINSKI RUMSCHIK
Brent Alan Yard
Frederick Albert Matthes
CRAIG ALLEN SMITH
Benjamin Thomas Harris
MICHAEL VINCENT RICCI
Lawrence David Rolland
IRENE FABER ROLLAND
Jeffrey Lee Combs
William David Brutus
Steven Rector
Robert Leavitt
Alex Christopher Watkins
Kurt William Hagenmaier
David Edward Granger
James S Boys
SUSAN MICHELLE ALEXANDER
KIRK JAY DANIELS
ALEXANDRA DANIELS DURHAM
JOHN WILLIAM DEAN
ANDREW W ROLLER
KOURTNEY J SHAWHAN
SHARON KAY CONNER
DAVID J THOMAS

Within 25 miles of Burlington, IN, Best Investors lists 33 registered investment advisory firms with 78 offices nearby, managing about $4.08T in combined regulatory AUM across 553,561 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 Burlington

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM