Best Investors Account Sign in

Best financial advisors in Castleton, IN

Registered advisers within 25 miles of Castleton, IN.

Offices
760
Firms
270
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,840 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
UBS FINANCIAL SERVICES INC.
ALLWORTH FINANCIAL, L.P.
ROBERT W. BAIRD & CO. INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
VISTA WAVE INVESTMENTS, LLC
BEDEL FINANCIAL CONSULTING INC
BLEND WEALTH
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
BAKER TILLY WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CORECAP ADVISORS

Investors

JEFFREY LAWRENCE WATSON
Hilary Burkhardt
CRISTINA ROSE ESSLING
Amy H Blumer
Scott Alan Gamble
Derek Wanner
DOUGLAS SWAIN MILTENBERGER
JAMIE LYNN ENGLE
DAVID N BRECHBUHL
BRETT JURGEN FISHER
Travis STEVEN Severson
MICHAEL R KLEINE
TIMOTHY JOHN SKELTON
JYNENE MARIE FRY
SCOTT MICHAEL KEMMER
DANIEL T LATIMER
ADRIENNE J HART
NICOLE WESLEY
Hanna Marie Jackson
Kyle Zachmann
STEVEN MICHAEL YOUNG
SCOTT EVAN TROUTMAN
MARK ROBERT EDWARDS
SARAH C MORGAN
SCOTT A METZINGER
RACHEL E ORLANDO
THADDEUS M ECKERLE
KEVIN RONALD JOHNS
JOHN PAUL WYAND
ANTOINETTE S NEVITT
ANN M GRAEF
DANIELLE B GUERRA
MATTHEW T MCGEE
Ronald Ray Schneider
JASON WAYNE KIMMELL
JAMES CHARLES SCHILLACI
DARIN LEE ETCHISON
JASON ANTHONY MURDOCK
MATTHEW THOMAS BURTON
MARYBETH WALKER
JON PATRICK RAMEY
Kaus J Christopher
FRANCES CASEY FLOOD
Jeff Lowrie
ANASTACIA LIANA YOANNIDES YOUNG
MICHAEL CHARLES O SHAUGHNESSEY
JOHN H. REDDINGTON
CLIFFORD D ALLEN
TYLER MADDOX
Jacob Lublow
JOANNA M FRANZ
KOMALPREET KAUR
Jack Newcomer
Logan Swallow
James P McMahon
Tiffany VanHook
Lisa Michelle Reddick
Matthew John Robert Potter
Thomas Kaiser
Kyle Michael Young
Brent Walker
David Gilreath
Samantha Pezzute
Audrey Bruch
Matthew Patrick Holmes
JEFFREY JAY BRYAN
DANIEL L MOORE
JAMES KEVIN WILLBRAND
JEFFREY JOSEPH BORGERT
DEAN PAUL WESELI
MATTHEW G DUNCAN
CRAIG ALLEN REPLOGLE
KATHERINE MARIE ROBERTS
Conor P Quick
Bryson A Wittler
Elliott Moore
MALIA Ann Josefa Watkins
Victoria Marie Pietras
Joseph R Pietras
AMY LYNN GILLETTE
GARY J LENTS
JONATHAN KRISTAN CALLAWAY
DONALD JOSEPH HUTCHINSON
James R Martin
Sara Marie Reddington
CHAD ALLAN MCCULLOUGH
BRANDT B WAGLEY
Daniel R Larner
STEPHANIE DOANE
Karin Lalendorf Veatch
Anna Christine Bannister
MATTHEW M. GREEN
BRETT RYAN HEADLEY
Bart Michael Trumpey
KIMBERLY ANN BRYAN
ROBERT JOSEPH HUSER
NICOLE COMERFORD
AMY RACHELLE LEO
THOMAS BURKE
CHARLES EDWARD SINGER
RYAN ALLEN COLLIER
EVAN DENNIS BEDEL
NICHOLAS JAMES ROSEBRAUGH
Collin Knecht
ELAINE ETHEL KOPS-BEDEL
WILLIAM J WENDLING
KATHRYN JANE HOWER
MEREDITH LEATHERS CARBREY
SARAH ELIZABETH MAHAFFA
MATHEW JOSEPH RYAN
JONATHAN MICHAEL KOOP
ABIGAYLE MAYE Presley
Catherine Ryan Sullivan
Nicholas Kelly
DAVID NEAL CROSSMAN
ANTHONY STEWART HARCOURT
CARA LOUISE-MCCARTHY BUCHANAN
AUSTIN BERKELEY STAGMAN
JAMES CHRISTOPHER MILLER
ALEXIS LYNN WOODWARD
TIMOTHY BRAD WOODWARD
MARK WILLIAM HAMELMANN
DAVID MICHAEL FAIRMAN
MICHAEL BLAISE GERATY
Brent L. Edwards
MICHAEL DOUGLAS MCMORRIS
John Patrick Rafferty

Within 25 miles of Castleton, IN, Best Investors lists 270 registered investment advisory firms with 760 offices nearby, managing about $15.4T in combined regulatory AUM across 3,116,840 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 Castleton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM