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Best financial advisors in Georgetown, IN

Registered advisers within 25 miles of Georgetown, IN.

Offices
382
Firms
145
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,062,659 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GENEOS WEALTH MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
AXIOM FINANCIAL STRATEGIES GROUP, LLC
WHITESTONE CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GRADIENT ADVISORS, LLC
HORIZON WEALTH MANAGEMENT, LLC
STRATOS WEALTH PARTNERS, LTD
ARCHER INVESTMENT CORPORATION
LPL FINANCIAL LLC

Investors

Miles Jamie Newnam
Matt Millies
Joel Aaron Nierman
Max Thomas Guenther
Matthew A Erxleben
James Gray
William WESLEY Courtenay
Christian Stewart
AUSTIN R JAMISON
ERIC H WINT
Christopher Douglas Couch
Valerie Ann Barnes
THERESA LAMB
DAVID ROSS KRISTIANSEN
BRANDI LEIGH WISEMAN
David Vaughan Scott
Gloria Jean Bommarrito
Cullen Byrne Ebert
Justin Kepley
Sawyer Gene Lillard
Leah Driver
Michael Anthony Grau
William S Kaiser
Zach J Kaiser
Gregory Alan Nash
Chad Michael Albers
GARRY EDWARD COLLINS
MATTHEW EDWARD RICKE
Emily Andrada
Michel John Dingeldein
A. LESLIE HORNBACK
ANDREW PAUL ATCHISON
PHILLIP DALE BEAMAN
GREGORY ALLEN COCKEREL
REX A. DAVIDSON
Travis Lee Mahan
Adam King Miller
ERNIE G LEWIS

Within 25 miles of Georgetown, IN, Best Investors lists 145 registered investment advisory firms with 382 offices nearby, managing about $13.3T in combined regulatory AUM across 3,062,659 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 Georgetown

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