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Best financial advisors in Fairmount, IN

Registered advisers within 25 miles of Fairmount, IN.

Offices
105
Firms
34
Combined AUM
$5.12T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,022,862 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SPC
BFC PLANNING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT

Investors

Adam Richard Siegelin
Mark A. Siegelin
Heath Aaron Crouch
Ryan Matthew Jones
Joshua S Bowlin
Alana D Billings
NICHOLAS JAMES MCKINLEY
Charles Bock
Ryne Michael Otis
Sabrina Wilds
Kristopher A Holtzleiter
Jarrad Kane Odle
CHRISTINA S PAYNE
SCOTT LEE OLDS
Heath David Slain
THOMAS CHARLES SCHABO
JOHN D COLE
Robert William Browder
Mark Allen Leming
James Roscoe Womack
HELLEN MARIE JUSTUS
MATTHEW JOSEPH ANDERSON
Luke Nelson Mitchell
Garrett Segraves
MYLON M LOGAN

Within 25 miles of Fairmount, IN, Best Investors lists 34 registered investment advisory firms with 105 offices nearby, managing about $5.12T in combined regulatory AUM across 1,022,862 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 Fairmount

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