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Best financial advisors in Fortville, IN

Registered advisers within 25 miles of Fortville, IN.

Offices
677
Firms
259
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,119,199 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
HELIX WEALTH
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SECURESTATE

Investors

TRAVIS LEE RIVERS
Gregory Dean Sylvester
DIPEN KISHORE MEHTA
JAMES EDISON WILLARD
Luke D Bays
Adam Phillip Renbarger
Tania L Campbell-Cruser
JOSEPH DANIEL STRACK
Brad Alan Brees
HALEH RAZAVI KRAUTER
CORY JOSEPH SHOOK
CHRISTOPHER J HOWARD
Vern F. Roach
KEVIN BROCK SMITH
JACOB CRAIG
Cally Caroline Seefeldt
Fermon L Owens
Ryan Gravelin
Michael Eugene Ayers
EVAN JAMES WERCKENTHIEN
Justin E Rich
Daniel Alan Nitsch
STACIE MUNGER
CAIN A STRACK
LAUREN ELIZABETH WERCKENTHIEN
CHARLES CAESAR WERCKENTHIEN
Amanda Lynn Parkison Turner
William H. Lafferty

Within 25 miles of Fortville, IN, Best Investors lists 259 registered investment advisory firms with 677 offices nearby, managing about $15.4T in combined regulatory AUM across 3,119,199 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 Fortville

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