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Best financial advisors in Cross Plains, IN

Registered advisers within 25 miles of Cross Plains, IN.

Offices
24
Firms
11
Combined AUM
$5.16T
Firm-wide filings, not assets booked only here
Clients
486K
486,424 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
SCHMIDT WEALTH MANAGEMENT, L.L.C.
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Ryan David Holcomb
Candice L Dahline
JACOB LAWRENCE FEDOR
JOSHUA TANNER MAHONEY
William Ross Hensler
KYLE ALLEN LANTER
James Alan Leveille
Nicholas George Schafer
Jeffrey Mark Smith
Chad Thomas Lewis
Kurtus Todd Thompson
Paxton Riley Thompson
TODD WESLEY REED
MARK HAMPTON SMITH
RANDY LYNN BEHYMER
DARIN MICHAEL SCHMIDT
PRISCILLA D MOORE
Kathryn Deters
Anthony Resendes
BRIAN MATTHEW BUSHMAN
GARRY W RUTLEDGE
Zachary L Brown
RICHARD ALAN LAMMERING
ERIC DAVID OATMAN
Meghan Horine-Schafer
Zachary Mollaun
Kevin Joseph Schafer
Emily Cecil
THOMAS CLEM PALMER
MICHAEL ALAN KRAMER
KIPP LEE NEWMAN

Within 25 miles of Cross Plains, IN, Best Investors lists 11 registered investment advisory firms with 24 offices nearby, managing about $5.16T in combined regulatory AUM across 486,424 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 Cross Plains

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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