Best financial advisors in Burney, IN

Registered advisers within 25 miles of Burney, IN.

Offices

73

Firms

29

Combined AUM

$5.70T

Firm-wide filings, not assets booked only here

Clients

992K

991,574 clients when Item 5C has a number

Avg / client

$5.75M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

101 S East St
Greensburg, IN 47240

AMERIPRISE FINANCIAL SERVICES, LLC

121 E. Main St.
Greensburg, IN 47240-2031

EDWARD JONES

115 E MAIN STREET
GREENSBURG, IN 47240-0000

EDWARD JONES

113 EAST MAIN STREET
GREENSBURG, IN 47240

STATE FARM INVESTMENT MANAGEMENT CORP.

204 E 10th Street
Greensburg, IN 47240

STRATEGIC ADVISERS LLC

835 SYCAMORE ROAD
BATESVILLE, IN 47006

13.2 miles away

OSAIC WEALTH, INC.

39 HENRY ST
BATESVILLE, IN 47006

13.6 miles away

PNC WEALTH MANAGEMENT LLC

137 S MAIN ST.
BATESVILLE, IN 47006

13.6 miles away

EDWARD JONES

111 SOUTH MAIN
BATESVILLE, IN 47006

13.7 miles away

MONEY CONCEPTS CAPITAL CORP

10 E PEARL ST.
BATESVILLE, IN 47006-1269

13.7 miles away

LPL ENTERPRISE, LLC

981 STATE ROAD 46E SUITE C
BATESVILLE, IN 47006

14.3 miles away

EDWARD JONES

976 STATE ROAD 46E SUITE F
BATESVILLE, IN 47006-7601

14.3 miles away

OSAIC WEALTH, INC.

1214 State Road 229 Suite B
Batesville, IN 47006

14.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

216 S Washington Street
Versailles, IN 47042

20.3 miles away

EDWARD JONES

413 SOUTH ADAMS STREET
VERSAILLES, IN 47042

20.3 miles away

EDWARD JONES

2533 E STATE ROAD 44
Shelbyville, IN 46176

20.6 miles away

J.P. MORGAN SECURITIES LLC

1828 E St Rte 44
SHELBYVILLE, IN 46176

20.7 miles away

EDWARD JONES

325 N MAIN ST
RUSHVILLE, IN 46173

21.1 miles away

EDWARD JONES

1520 S HARRISON ST
SHELBYVILLE, IN 46176

21.2 miles away

EDWARD JONES

5532 25TH ST
COLUMBUS, IN 47203-3348

21.2 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

STRATEGIC ADVISERS LLC

OSAIC WEALTH, INC.

PNC WEALTH MANAGEMENT LLC

MONEY CONCEPTS CAPITAL CORP

LPL ENTERPRISE, LLC

J.P. MORGAN SECURITIES LLC

Investors

ANGELA MARIE MESSER

Joshua Benjamin Miller

MATTHEW ALAN WESTHAFER

MICHAEL TOMSON MOORE

THERESA ELIZABETH SCHWERING

Jared W Holcomb

Morgan Eileen Denham

DANA R WITKEMPER

PETER GERARD MACK

Austin David Compton

LAWRENCE JOSEPH MORAN

Gregory Alan Berkemeier

LISA ANN MURRAY

Candice L Dahline

Ryan David Holcomb

Meghan Alicia Haynes

Trevor Cole Johnson

Gregory Dale Stinson

Kendall Manlief

SARAH LYNN HUGUS

Benjamin Purvis

James Robert Ostermueller

Kevin Joseph Lane

Within 25 miles of Burney, IN, Best Investors lists 29 registered investment advisory firms with 73 offices nearby, managing about $5.70T in combined regulatory AUM across 991,574 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 Burney

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM