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Best financial advisors in Dexter, IN

Registered advisers within 25 miles of Dexter, IN.

Offices
11
Firms
6
Combined AUM
$1.50T
Firm-wide filings, not assets booked only here
Clients
113K
112,529 clients when Item 5C has a number
Avg / client
$13.4M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
PIVOT POINT WEALTH PLANNING

Investors

EMILY WINTER
James Mason Waninger
Madeline Dauby
JAMES KEVIN WANINGER
ROBERT LOUIS PIERCE
Mallory Lynn Cochenour
Jonathan William Scheer
Brandon Gaynor
Cory Jean Wahl
RYAN MATTHEW STITH
EVAN P DAUNHAUER
Michael Thomas Blume
Jordan Thomas King
Earl Fleming Wright

Within 25 miles of Dexter, IN, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $1.50T in combined regulatory AUM across 112,529 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 Dexter

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 5 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 6 PIVOT POINT WEALTH PLANNING 6 clients · 1 advisers $30.2M AUM