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Best financial advisors in Cumberland, IN

Registered advisers within 25 miles of Cumberland, IN.

Offices
767
Firms
273
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,120 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
KEY INVESTMENT SERVICES LLC
MARIAN INVESTOR COACHING, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARVEST INVESTMENT SERVICES, LLC
IVY CAPITAL MANAGEMENT LLC
HIGH ALPHA STUDIO, LLC
CAPITAL FINANCIAL MANAGEMENT, INC.
GWN SECURITIES INC.

Investors

Nicholas Martin Rohrer
KEVIN BROCK SMITH
JACOB CRAIG
CHRISTOPHER J HOWARD
Vern F. Roach
Lisa Beally
CRAIG J MILLER
Christopher Michael O'Connor
DANIEL JOSEPH MCNELIS
RICKY DEAN ORMES
Tina Darlene Williams
Jacob Miller
JASON A ROBERTS
Bart Michael Trumpey
JOHN WILLIAM ELBIN
Erin Ice Layton
JAMES FRANCIS STAWICK
CHI JOHN DUONG
Anthony Shane Martin
STANLEY WHITTLESEY
MICHAEL JOSEPH MCGEE

Within 25 miles of Cumberland, IN, Best Investors lists 273 registered investment advisory firms with 767 offices nearby, managing about $15.4T in combined regulatory AUM across 3,116,120 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 Cumberland

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