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Best financial advisors in Calvertville, IN

Registered advisers within 25 miles of Calvertville, IN.

Offices
60
Firms
34
Combined AUM
$6.59T
Firm-wide filings, not assets booked only here
Clients
1.96M
1,959,468 clients when Item 5C has a number
Avg / client
$3.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
AXIS FINANCIAL, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GLADSTONE WEALTH PARTNERS
TUCKER ASSET MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
ABOVE & BEYOND INVESTMENTS, LLC
AVIOR WEALTH MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
CFCI
J. W. COLE ADVISORS, INC.

Investors

Randall Lee Brown
Randall Lee Brown
CHARLES W FOUST
JOHNATHAN ZACKARY BRITTON
Timothy Kent Meek
Isabel Grace Meek
Olivia D Wyndham
C.BRIAN MCKEE
Jason Lanham
Marcus David Robinson
JAY CORBETT HENSON
AMANDA K CUMMINGS
Michael Dean Bubalo
Anthony Lynn Stonger
Isaiah Merriman
Aubrey Williams
JOHN F BURTON
Aaron Alexander Dobrin
CLINT STEPHEN FISH
WILLIAM RAY VERHAGEN
MARK HARVEY KRAUS
IAN GRAHAM ESSLING
CHRISTOPHER NEAL HARMON
Levi Cole Trueblood
CURTIS LEE VANDENBERG
DANIEL LEE HAYS
JOSHUA CALEB NORRIS
Jared Hunter Crow
ERIC GARRARD NORDBERG
RODNEY LEE HOLLOWAY
ANGELA MARIE CHAMBERS
RYAN THOMAS BELCHER
THOMAS OLIVER STRANGE

Within 25 miles of Calvertville, IN, Best Investors lists 34 registered investment advisory firms with 60 offices nearby, managing about $6.59T in combined regulatory AUM across 1,959,468 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 Calvertville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM