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Best financial advisors in Cedar Shores, IN

Registered advisers within 25 miles of Cedar Shores, IN.

Offices
216
Firms
83
Combined AUM
$7.67T
Firm-wide filings, not assets booked only here
Clients
2.21M
2,214,217 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
TLG ADVISORS, INC.
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
WEALTH ADVISORS GROUP
HARBOUR INVESTMENTS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BANKERS LIFE ADVISORY SERVICES, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Investors

Ryan James Frick
Michael Clair Richardson
Timothy Brian East
RICHARD LEE RUNESTAD
Nathan James Barger
Joshua Daniel Robinson
WADE STEPHEN RITCHIE
Krista Sprague
MICHAEL T COTTIER
DOUGLAS EUGENE SHEPLER
MATTHEW ROBIN VINCENT
Ronald Glen Neuenschwander
Scott Gregory Cook
ANDREW WILLIAM SCHNIPKE
MARK ALAN BRESNAHAN
JERAMIE PAUL SHAMP
CHRISTOPHER ALLAN SLYBY
PATRICK JOHN O'CONNELL
Laura Morton
Austin Thoms
MARK DAVID VANDERHAGEN
JOSEPH DEWALD
ALEX JOSEPH BUDZON
DANIEL WILLIAM MCKEEMAN
ALAN CHARLES ROHRER
JONATHON PYNCHON
HEATHER LYNN FOSTER
CALEB ERNEST DOANE
Jacob David Aschliman
KYLE STEVEN ASCHLIMAN
JEREMY DALE SWONGER
BYRON ROBERT BRAUN
Connor Alan Gunkel
DANA DEAN SIMCOX
DAVID JOSEPH REED
THERESA MARIE PATRON
STEVEN CRAIG KUCHARSKI
Benjamin Louis Simcox
MAXIMILIAN T SIMCOX
Frederick Joel Childs
Mitchell Lee Christopher
JOHN AGOSTINO BOTTIGLIA
GLEN CHARLES MCCORMICK
David Michael Kolpien
LEE ROGER COOK
Thad Winter
EMILY LINN BUSH
Leonard J Boniface
DANIEL R. SCHMIDT
Gwendolyn Rene Ruppert
JOSEPH PAUL GOEBEL
AMANDA FEY SCHEELE
MATTHEW JACOB SCHMIDT
RACHEL M SCHENK
JACOB ALAN SCHMIDT
MARK ALAN HOWARD
Kara Clark
Samantha J. Anderson
Russell Eugene Couchman

Within 25 miles of Cedar Shores, IN, Best Investors lists 83 registered investment advisory firms with 216 offices nearby, managing about $7.67T in combined regulatory AUM across 2,214,217 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 Cedar Shores

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM