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Best financial advisors in Ctry Clb Hgts, IN

Registered advisers within 25 miles of Ctry Clb Hgts, IN.

Offices
476
Firms
196
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,111,974 clients when Item 5C has a number
Avg / client
$4.88M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
FINANCIAL ENHANCEMENT GROUP
KEY INVESTMENT SERVICES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SECURESTATE

Investors

MESHA GAE MCCARTY
CARMINO BOVE
KIMBERLY ILENE MORSE
PAUL BRADLEY CHURCH
DANIEL JOSEPH BOTTOMLEY
STEVEN WAYNE WARNER
CAROL ANN ALBANO
STEPHEN ALAN BOTTOMLEY
DAVID LOWELL HARDACRE
JOHN RADFORD COMPTON
BENJAMIN DAVID HARBER
Jessica Rhoades
Joe Michael Hilton Paulus
MICHAEL RAY GASKILL
John Cody Hooker
Leo Bruce Hardy
Marly Norene Hardy
BRUCE ALLEN CAIN
Jeremy Keith Meurer
KERRIE LYNN BEST
JULIE SINGER
Cole Aether Snipes
Joel Sanford Singer
Elijah Lares
John Hunter Coffin
Alexis McKenzie Wulff
Katrina Nicole Hoetmer
DONALD EARL HODSON
ADAM MICHAEL HARTER
AARON SCOTT RHEAUME
Richard Eugene Middleton
Daren Eugene Hardesty
GRANT LEON THOMPSON
Samuel Neff
Susan Renee Jones
Seth Michael Grimme
Christopher Joshua Bahena
Jordan Sterling Zody
BRETT ALAN SPANGLER
JOSEPH ANDREW CLARK
ANDREW WILLIAM THRASHER
Grant Edwin Meadows
Kristopher Lee Aschbrenner
Kevin Thomas Sanborn
William Bradley Lashbrook
Benjamin Edward Crawford
Teresa Jackson
Mark Robbins
ERIC WAYNE WILLIAMS
LAUREN ELIZABETH WERCKENTHIEN
CHARLES CAESAR WERCKENTHIEN
EVERARDO RODRIGUEZ

Within 25 miles of Ctry Clb Hgts, IN, Best Investors lists 196 registered investment advisory firms with 476 offices nearby, managing about $15.2T in combined regulatory AUM across 3,111,974 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 Ctry Clb Hgts

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM