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Best financial advisors in Glenwood, IN

Registered advisers within 25 miles of Glenwood, IN.

Offices
38
Firms
15
Combined AUM
$4.87T
Firm-wide filings, not assets booked only here
Clients
885K
884,827 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
HARBOUR INVESTMENTS, INC.
PARKWOODS WEALTH PARTNERS, LLC
J.P. MORGAN SECURITIES LLC

Investors

Gregory Alan Berkemeier
Joni Ann Dunn
Austin David Compton
LAWRENCE JOSEPH MORAN
SCOTT RICHARDS
PETER GERARD MACK
RYAN CURTIS LAWSON
Lee Hartman
DOUGLAS RAY MEIER
GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
Erika Dawn Gilman
Thomas Scott Bevington
AMANDA LIN NORRIS
Kylee Marie Teague
Wilbur Kenneth Teague
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent
Michelle Marie Frazier
Erika Jean Hayes
Meghan Alicia Haynes
Trevor Cole Johnson

Within 25 miles of Glenwood, IN, Best Investors lists 15 registered investment advisory firms with 38 offices nearby, managing about $4.87T in combined regulatory AUM across 884,827 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 Glenwood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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