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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

CLEARLEAF
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
OAK PROOF MANAGEMENT LLC
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
CALTON & ASSOCIATES, INC.
ALEXANDER INVESTMENT SERVICES CO.
J.P. MORGAN SECURITIES LLC
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
PFS INVESTMENTS INC.
FIFTH THIRD SECURITIES, INC.

Investors

LOUIS RUDOLPH KELMANSON
CHARLES D WRIGHT
MICHAEL ROBERTS FLOWERS
Joel Shepherd
David Riggs
Ryan Thomas Wolfe
ARNOLD J STATON
Alaya Nache Walker
Camden Owen Grandstaff
Seth Smith
Dallas Wayne Tuggle
Matthew Thomas McDowell
John Simeon Campbell Scott
Mason Cooper Morris-Frey
John Barrett Olash
Joshua Paul Stewart
CLIFFORD GEORGE CANAVERA
Jason Edward Walters
Nicholas Parker Hall
MATTHEW LOGAN BLANDFORD
JEFFREY DEAN BELLUCCI
LAURA LYNN YOUNG
KEVIN WAYNE BLACK
JONATHAN WATSON LINTNER
JOHN WELDON SMITH
CARLTON DEREK HEAD
ERIC W HEICK
Cheryl Annette Burress
JONATHAN ROBERT LITMER
Amanda Faye Caffee
Zachary T Bebout
Jonathan David Carroll
TODD CHRISTIAN O'NEIL
CARL WILLIAM HEICK
DENNIS CARLYLE FRANK
MARK THOMAS LAMKIN
NATHAN R ROBINSON
LISA HARBOUR SAMS
ROBERT ALLEN MEEK
JOHN M FRYMIRE
MICHAEL ANDREW HANLEIN
LEO ANDREW HANLEIN
JOHN BRADLEY STILLWAGON
GERALD ANDREW WELLS
TODD G FANNIN
GEOFFREY RICHARD STENGER
Jameson Grant Moore
Zachery Price
RONALD CHARLES LAUGHLIN
TIMOTHY CARL ANDERSON
Timothy Jordan

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