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Best financial advisors in Cree Lake, IN

Registered advisers within 25 miles of Cree Lake, IN.

Offices
125
Firms
49
Combined AUM
$5.65T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,264,356 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ATLAS CAPITAL MANAGEMENT CORP
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NWF ADVISORY SERVICES INC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ARENA WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

RICHARD LEE RUNESTAD
Nathan James Barger
Joshua Daniel Robinson
WADE STEPHEN RITCHIE
Krista Sprague
Brittany Louise Greene
CHRISTOPHER K DISLER
DANIELA MARIE KOENEMANN
Nicholas Matthew Hall
TODD MATTHEW CLARK
BRENTON LEE FEWOX
Reed J. Diller
CHRISTOPHER ALLEN PIERCE
Benjamin Michael Jones
James M Gibson
Joseph Levi Perry
JERRY LEE JACOBS
KEVIN A RUSH
Jesse Shepherd
Scott Edward Shepherd
Sun Kee Park
MATTHEW B CARRIER
Wesley Daniel Privett
JEAN WESLEY JACKSON
Brady Edward Allen Lucyk
Justin Maloney
CHRISTINE REED MORING
Jaclyn Nicole Gilpin
Luke Michael Friskney
RYAN ALLAN KAY
ANDREW DAVID MINNICH
MATTHEW SCOTT JAMES
WHITNEY BROOKE ASHLEY
JONATHAN PAUL LEMAN
LASHAWN DIANE LEWIS
Martin J Carbaugh
Johnathan Michael Redmaster
Rudi Von Siela
Matthew Robert Cummins
Zachary Farrell
Kaitlyn Farrell

Within 25 miles of Cree Lake, IN, Best Investors lists 49 registered investment advisory firms with 125 offices nearby, managing about $5.65T in combined regulatory AUM across 1,264,356 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 Cree Lake

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM