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Best financial advisors in Elizabeth, IN

Registered advisers within 25 miles of Elizabeth, IN.

Offices
343
Firms
124
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,027,419 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
FARTHER
EAGLE STRATEGIES LLC

Investors

Mathew Scott Warner
Kenneth Taylor Graeter
Alex Kerins
Benjamin Robert Stocksdale
KARLA LOVEWELL
Nicholas Bryan Nunley
MARTIN A WISSING
VICKIE JO DRURY-BAUER
PATRICIA ANN BOWLES
HOMER A HOLT
William WESLEY Courtenay
JOHN A MAYFIELD
Hilary Spencer Persley
Nicole Pupino
Clayton Toliver Craig
BRIAN DEEN LAHUE
Andrew K Thomas
Quinton L Coffman
Billy Bob Thomas
Jarrod Bulleit
Evan Carter Lasley
Nicole Burdin
CLIFFORD GEORGE CANAVERA
Benjamin Keith Mathes
WILLIAM LEE JONES
Matthew Ray Rothrock
Marie Estelle Haverty
Ethan Patrick Haverty

Within 25 miles of Elizabeth, IN, Best Investors lists 124 registered investment advisory firms with 343 offices nearby, managing about $13.2T in combined regulatory AUM across 3,027,419 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 Elizabeth

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM