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Best financial advisors in Cloverdale, IN

Registered advisers within 25 miles of Cloverdale, IN.

Offices
44
Firms
18
Combined AUM
$3.63T
Firm-wide filings, not assets booked only here
Clients
803K
802,828 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ABOVE & BEYOND INVESTMENTS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CETERA INVESTMENT ADVISERS LLC

Investors

Joshua Todd Collier
Andrew John Gannon
MONTI DALE MACE
PAUL RAYMOND TINGLEY
Darren Lindol Fabert
Jenna Rose Bennett
Nathan M Anderson
Aubrey Williams
Gregory E VanLaere
Jessica Quigley
Timothy Martin
Bruce E Hoover
MATTHEW CHARLES KWIATKOWSKI
JOHN F BURTON
Larry Scott Neal
Emma Grace Schiefer
WILLIAM MARTIN WITTE
Benjamin James Pendill
DONALD JOE FLORENCE
JULIANNA DAWN MORALES
DAVID NORMAN BROWN
COREY JAMES CORDRAY
Chad Lee Baldwin

Within 25 miles of Cloverdale, IN, Best Investors lists 18 registered investment advisory firms with 44 offices nearby, managing about $3.63T in combined regulatory AUM across 802,828 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 Cloverdale

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC ADVISORY SERVICES, LLC 170 clients · 283 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM