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Best financial advisors in Christmas Lake Village, IN

Registered advisers within 25 miles of Christmas Lake Village, IN.

Offices
33
Firms
14
Combined AUM
$5.49T
Firm-wide filings, not assets booked only here
Clients
679K
678,968 clients when Item 5C has a number
Avg / client
$8.08M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
FIFTH THIRD SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ROBERT W. BAIRD & CO. INCORPORATED
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Cory Jean Wahl
Michael Thomas Blume
EVAN P DAUNHAUER
EMILY WINTER
Richard Andrew Pflanz
JEFFREY LOUIS BOUNDS
James Mason Waninger
Madeline Dauby
JAMES KEVIN WANINGER
Mallory Lynn Cochenour
Jonathan William Scheer
Brandon Gaynor
ROBERT LOUIS PIERCE
Jamey Nichole Morse
Andrea M Lichlyter
Peyton William Gentry
KENNETH LEE SENDELWECK
Michael Andrew Olinger
JEFFREY WAYNE TOOLEY
Mitchell J Mundy
PHILLIP ARTHUR RUHE
Allison Michelle Haller Menke
MATTHEW R BRINKMANN
Zachary Scott Gordon
Craig Alan Hanneman
Noah Hanneman
JENNIFER MILLER WILKERSON
JEFFREY THOMAS SCHNEIDER
Dillon K Seiler

Within 25 miles of Christmas Lake Village, IN, Best Investors lists 14 registered investment advisory firms with 33 offices nearby, managing about $5.49T in combined regulatory AUM across 678,968 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 Christmas Lake Village

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM