Best Investors Account Sign in

Best financial advisors in Cambridge City, IN

Registered advisers within 25 miles of Cambridge City, IN.

Offices
33
Firms
12
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
797K
797,381 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
CETERA INVESTMENT ADVISERS LLC
PARKWOODS WEALTH PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
USA FINANCIAL SECURITIES LLC
SPECTRUM ADVISORS FINANCIAL, LLC

Investors

Derek Michael Davis
Kylee Marie Teague
Wilbur Kenneth Teague
GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
Thomas Scott Bevington
Devin Patrick Hornsby
AMANDA LIN NORRIS
Michelle Marie Frazier
RYAN CURTIS LAWSON
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent
DOUGLAS RAY MEIER
Lee Hartman
Erika Dawn Gilman
Erika Jean Hayes
SAMUEL B HARVEY
Gena Louise Hartman
Alex Riebsomer
CINDY LYN BERNZOTT
BRIAN EDWARD LONGBONS
Camden R Rhoades
DONALD HUGH HOUSE
TRAVIS JAY KOHN

Within 25 miles of Cambridge City, IN, Best Investors lists 12 registered investment advisory firms with 33 offices nearby, managing about $3.21T in combined regulatory AUM across 797,381 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 Cambridge City

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM