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Best financial advisors in Cates, IN

Registered advisers within 25 miles of Cates, IN.

Offices
25
Firms
10
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,083,113 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MCLAUGHLIN ASSET MANAGEMENT, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MORGAN STANLEY

Investors

CHELSEA PADDOCK
Nathan Eslinger
Eric Ryan Byers
Monti Jean Byers
Jessica Maureen Lynk
Brandi Lynn Johnson
Nicholas Hawkinson
DONALD ARTHUR MCLAUGHLIN
Jimmie Earl Richardson
Reginald D Warfield
ROBERT W BURKETT
EVAN LUNSFORD
Caleb Wilson
TOREY LEE RAUCH
Bradley James Gonso
Scott David Gambrel
DOUGLAS JAMES IRELAND
Tyler Scott Baer
CHRIS ALLEN KITTELL
Karla Sue Gifford
Reagan Nicole Gifford
Andrew M Kittell
Lucas R Moriarty
JUDY KAY MYERS
JASON SCOTT WAGNER
Devan Lee Fox

Within 25 miles of Cates, IN, Best Investors lists 10 registered investment advisory firms with 25 offices nearby, managing about $4.87T in combined regulatory AUM across 1,083,113 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 Cates

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM