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Best financial advisors in Daleville, IN

Registered advisers within 25 miles of Daleville, IN.

Offices
84
Firms
30
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
895K
894,753 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
ROCKMAN MADE WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
DAVID P. GILLIAM & ASSOCIATES, INC.
KEY INVESTMENT SERVICES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
CREATIVE PLANNING

Investors

BRANDT JONATHAN KARNES
REID ALEXANDER LONG
ROBERT WAYNE TYLER
CHRISTOPHER SCOTT BUNCH
JILLIAN ELAINE CULY
Christopher Michael Day
Leo Bruce Hardy
Marly Norene Hardy
John Cody Hooker
CLINT ROBERT WILSON
Kevin Thomas Sanborn
Benjamin Edward Crawford
CHAD M GILLIAM
DAVID PAUL GILLIAM
Samuel E Campbell
Teresa Jackson
William Bradley Lashbrook
NATHAN COLE FLETCHER
MESHA GAE MCCARTY
KIMBERLY ILENE MORSE
PAUL BRADLEY CHURCH
DANIEL JOSEPH BOTTOMLEY
STEVEN WAYNE WARNER
CAROL ANN ALBANO
STEPHEN ALAN BOTTOMLEY
DAVID LOWELL HARDACRE
CARMINO BOVE
JOHN RADFORD COMPTON
BENJAMIN DAVID HARBER
Jessica Rhoades
Joe Michael Hilton Paulus
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
Kristopher Lee Aschbrenner
Ashley Natasha Hansard

Within 25 miles of Daleville, IN, Best Investors lists 30 registered investment advisory firms with 84 offices nearby, managing about $4.65T in combined regulatory AUM across 894,753 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 Daleville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM