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Best financial advisors in Fishers, IN

Registered advisers within 25 miles of Fishers, IN.

Offices
756
Firms
285
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,893 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
ERLANG101 CAPITAL MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
TRANSAMERICA RETIREMENT ADVISORS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
IMPACT PARTNERSHIP WEALTH, LLC
FORUM PRIVATE CLIENT GROUP
CHARLES SCHWAB & CO., INC.
HELIX WEALTH

Investors

CORY JOSEPH SHOOK
JOSEPH DANIEL STRACK
MULONG WANG
JAMES EDISON WILLARD
RANDALL SCOTT KENSINGER
Luke D Bays
Adam Phillip Renbarger
MATTHEW KENT BURKE
KEITH WATERMAN
MATTHEW DAVID WEAVER
JOSHUA ALAN WEAVER
HALEH RAZAVI KRAUTER
Brad Alan Brees
KYLE WILLIAM GRAYSON
EVAN JAMES WERCKENTHIEN
Anthony Lewis Gutwein
Colton J Wottring
Cole Boyd
Daniel Alan Nitsch
STACIE MUNGER
CAIN A STRACK
William H. Lafferty
Justin E Rich
JONATHAN ROSS PINYOT
Amanda Schreeg
SHAUN MARIE IRWIN
BENJAMEN MICHAEL BANKS
DEREK MICHAEL SANDERS
TAMMY LEA MARRS
CHARLES J GRIGSBY
JONATHAN LOUIS WENDALL
ANDREW G SNOW
Donald Christopher Schultheis
DIPEN KISHORE MEHTA

Within 25 miles of Fishers, IN, Best Investors lists 285 registered investment advisory firms with 756 offices nearby, managing about $15.6T in combined regulatory AUM across 3,116,893 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 Fishers

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM