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Best financial advisors in Diplomat, IN

Registered advisers within 25 miles of Diplomat, IN.

Offices
235
Firms
84
Combined AUM
$7.73T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,215,046 clients when Item 5C has a number
Avg / client
$3.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
EDWARD JONES
WELLTH ADVISORY SERVICES, LLC
HALEY & SUMMERS WEALTH MANAGEMENT, INC.
TLG ADVISORS, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT
SB ADVISORY, LLC
UBS FINANCIAL SERVICES INC.
MONARCH CAPITAL MANAGEMENT INC
SOLVE CONSULTING GROUP, LLC
ON INVESTMENT MANAGEMENT CO

Investors

BENARD KYULE WEIBEL
JENNIFER MEDLIN
DAVID MARSHALL LIVINGSTON
Kory Michael Klosterman
Gregory William Solon
Kevin R Rothgeb
Jason Korner
MICHAEL TAYLOR HARVILL
Harold Alvarado
Clark W Newell
Patrick Hoffman
Curtis William Holland
JENNIFER J RADKE
DEANNE LAGING
JENNIFER LYN JACOBSON
ROBERT PATRICK HIGGINS
ALEXANDRA BRIANNE FRYMIER
BRIAN ALAN NUSSBAUM
CHRISTOPHER ANDREW BIRKENBEUL
PAMELA LYNN RIDENOUR
RANDY NELSON CHIN
KEVIN THOMAS NOLL
Robert John Kruse
PHILLIP C HAMAND
Spencer Lynn Yackee
Kyle Edward Farmer
Joseph A Hampton
Michael David Mohlman
EILEEN L WAGNER
LAURA A. MILLER
JENNIFER H. REID
STEVEN PAGE DI RENZO
STEVEN CHARLES WAGGONER
GREGORY JOSEPH HABIG
WILLIAM MATTHEW SHINN
Shelly Lynn LYNN Larracey
MATTHEW PETER PAONESSA
ANDREW GERARD DEMPSEY
AIMEE JOAN DAVIS
GEORGE ROBERT DONNER
ADAM ANTHONY BEARD
JOHN DAVID MEYER
DAVID MICHAEL MEYER
NOEL HOLLIS KNOX
EUGENE HENRY DONNELLY
SHELLY A CHRISTIAN
Colin Michael Zwiebel
Blake Von Scheer

Within 25 miles of Diplomat, IN, Best Investors lists 84 registered investment advisory firms with 235 offices nearby, managing about $7.73T in combined regulatory AUM across 2,215,046 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 Diplomat

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM