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Best financial advisors in Forest, IN

Registered advisers within 25 miles of Forest, IN.

Offices
68
Firms
26
Combined AUM
$4.01T
Firm-wide filings, not assets booked only here
Clients
464K
463,680 clients when Item 5C has a number
Avg / client
$8.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GETTINGS BUSCH WEALTH MANAGEMENT
SYCAMORE FINANCIAL GROUP
INDEPENDENT ADVISOR ALLIANCE, LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RAYMOND JAMES & ASSOCIATES, INC.
CREATIVE FINANCIAL DESIGNS, INC.

Investors

Bryan David Heilman
NICHOLAS TODD PATE
Reed Alexander Hubbert
Brian David Iles
Jackson H Collins
WILLIAM J CARDWELL
Kyle Smith
Matthew D. Williams
ALLISON TYMINSKI RUMSCHIK
Brent Alan Yard
Frederick Albert Matthes
CRAIG ALLEN SMITH
JOHN WILLIAM DEAN
ANDREW W ROLLER
KOURTNEY J SHAWHAN
SHARON KAY CONNER
Steven Rector
ANDREW SCHRODER
JASON ANDREW RUSH
CHRISTOPHER ALLEN COOK
James Robert Hopkins
DAVID J THOMAS
Abigail C Diebolt
Christopher Lee Cripe
Bret Wayne Capps
NEAL ALLEN ROUCH
Jeffrey R Hughes
Eric J Anderson
LEVI MICHEL BESS
AMY LYNN MCKAY
MICHEL LEE BESS
MELISSA D MCFADDEN
JASON MICHAEL KENDALL
WILLIAM EDWARD SNOW
BROOKE LEIGH ROCKEY
Robert Leavitt

Within 25 miles of Forest, IN, Best Investors lists 26 registered investment advisory firms with 68 offices nearby, managing about $4.01T in combined regulatory AUM across 463,680 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 Forest

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM