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Best financial advisors in Crawfordsville, IN

Registered advisers within 25 miles of Crawfordsville, IN.

Offices
26
Firms
12
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
830K
830,483 clients when Item 5C has a number
Avg / client
$3.87M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
THE SCHAMBER GROUP, INC.
OPTIVISE ADVISORY SERVICES LLC

Investors

Bradley James Gonso
Caleb Wilson
TOREY LEE RAUCH
Tyler Scott Baer
Scott David Gambrel
JASON SCOTT WAGNER
Jimmie Earl Richardson
Zachary Robert Schroeder
Trevin Thomas Poole
Jacob Riggen
Allen C Woods
TAMARA DENISE TURNER
Kristen Rae Miller
Rick Dodson
Jeffrey Scott Lewis
JILL LYNN MINKNER
TERESA H SUSONG
ELAINE MARIE SCHAMBER
DANIEL A SUITER
Austin Kyle
James Alan Schumaker
MICHAEL JOSEPH KORNAFEL
GINA MARIE KORNAFEL
Tyler Isgrigg
Brad Stephen Grabowski

Within 25 miles of Crawfordsville, IN, Best Investors lists 12 registered investment advisory firms with 26 offices nearby, managing about $3.21T in combined regulatory AUM across 830,483 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 Crawfordsville

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM