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Best financial advisors in Country Terr, IN

Registered advisers within 25 miles of Country Terr, IN.

Offices
78
Firms
27
Combined AUM
$4.39T
Firm-wide filings, not assets booked only here
Clients
901K
900,558 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
BANKERS LIFE ADVISORY SERVICES, INC.
LJI WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CARDINAL CAPITAL MANAGEMENT, LLC
CREATIVE PLANNING
PFS INVESTMENTS INC.

Investors

TROY ALLEN HELM
G Kristopher Jones
Shena R Bynum
Tanya Shaneyfelt
Aaron Curtis Hammond
JASON MATTHEW MAY
Dawn Rachelle Hines
MICHELLE LYNN WALKER
ROBERT CHARLES DONATI
Adam T McHenry
Rebecca Kay McArdle
ERIC KENT COOPER
JORDAN WHITNEY RHODES
TANNER SHAFFER COULTER
Brendan Patrick Kerrigan
NATHAN COLE FLETCHER
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS
Zion Joseph Osner
Taylor William Davis
WILLIAM THOMAS ISAACS
CHRISTOPHER JORDAN MATCHETT
ALEXANDER THOM SULANKE
SARAH VIRGINIA MCCORD
LEE HOWARD SNIDER
Todd Ray Yarbrough
Colleen Nicole Cooper
KATHRYN RAE KASTER
Ashley Natasha Hansard
JOSHUA D. MATTHEWS

Within 25 miles of Country Terr, IN, Best Investors lists 27 registered investment advisory firms with 78 offices nearby, managing about $4.39T in combined regulatory AUM across 900,558 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 Country Terr

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM