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Best financial advisors in Centerville, IN

Registered advisers within 25 miles of Centerville, IN.

Offices
42
Firms
15
Combined AUM
$3.38T
Firm-wide filings, not assets booked only here
Clients
882K
881,653 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
SPECTRUM ADVISORS FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
VISTA INVESTMENT PARTNERS
J.P. MORGAN SECURITIES LLC
USA FINANCIAL SECURITIES LLC

Investors

GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
Thomas Scott Bevington
BRIAN EDWARD LONGBONS
Camden R Rhoades
DONALD HUGH HOUSE
Joseph Randall Wesley
Donald Edgar Bates
TRAVIS JAY KOHN
ROBERT FREDERICK WALES
Robert F. Gilman
Derek Michael Davis
Daniel Jo Davis
Kristin Lauri Mullins
Susan Diane Mullin
William P Mullin
William R Harmon
Stasia Ashmala Veramallay
BRETT DOUGLAS GUILEY
Sarah Elizabeth Peacock
Matthew Alan Golliher
PETER KUHNS BARTEL
Devin Patrick Hornsby
Tracy Allen Saunders
Kylee Marie Teague
Wilbur Kenneth Teague
Michael Henry
SAMUEL B HARVEY
Gena Louise Hartman
Alex Riebsomer

Within 25 miles of Centerville, IN, Best Investors lists 15 registered investment advisory firms with 42 offices nearby, managing about $3.38T in combined regulatory AUM across 881,653 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 Centerville

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM