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Best financial advisors in Economy, IN

Registered advisers within 25 miles of Economy, IN.

Offices
45
Firms
19
Combined AUM
$4.14T
Firm-wide filings, not assets booked only here
Clients
870K
870,145 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
SPECTRUM ADVISORS FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VISTA INVESTMENT PARTNERS
HARBOUR INVESTMENTS, INC.
PARKWOODS WEALTH PARTNERS, LLC

Investors

Kylee Marie Teague
Wilbur Kenneth Teague
GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
Thomas Scott Bevington
Derek Michael Davis
Kristin Lauri Mullins
Tracy Allen Saunders
Daniel Jo Davis
BRIAN EDWARD LONGBONS
Camden R Rhoades
TRAVIS JAY KOHN
DONALD HUGH HOUSE
Joseph Randall Wesley
Donald Edgar Bates
ROBERT FREDERICK WALES
Robert F. Gilman
Susan Diane Mullin
William P Mullin
William R Harmon
Stasia Ashmala Veramallay
BRETT DOUGLAS GUILEY
Sarah Elizabeth Peacock
Matthew Alan Golliher
PETER KUHNS BARTEL
Michelle Marie Frazier
AMANDA LIN NORRIS
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent
Erika Jean Hayes
Erika Dawn Gilman

Within 25 miles of Economy, IN, Best Investors lists 19 registered investment advisory firms with 45 offices nearby, managing about $4.14T in combined regulatory AUM across 870,145 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 Economy

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM