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Best financial advisors in Golden Lake, IN

Registered advisers within 25 miles of Golden Lake, IN.

Offices
45
Firms
20
Combined AUM
$3.45T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,068,690 clients when Item 5C has a number
Avg / client
$3.23M
Combined AUM ÷ clients

Nearby offices

Firms

PATHWAY FINANCIAL ADVISERS, LLC
J.P. MORGAN SECURITIES LLC
AMI INVESTMENT MANAGEMENT INC
PROSPERA FINANCIAL SERVICES, INC.
EDWARD JONES
EQUITABLE ADVISORS, LLC
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Erin Lee Mutton
David Reynolds Tracey
STEVEN ERIC POST
JOEL MATTHEW GRIMM
AUSTIN SCOTT MILLER
Jordan Micah Pfister
Matt Reiber
BENJAMIN DAVID SHIVELY
Jared Thomas Fiedler
Victoria Lynn Kugler
MICHAEL DUANE AXEL
Hannah Ashlea May Williams
TROY VICTOR HARTMAN
David Tracy Foster
PETER DAVID MCDONALD
MARK WILCOXEN
MATTHEW DEAN SHULL
Dalton L Smith
JARED ROUSH
Benjamin Donald McBride
GREGORY POST WEBER
Jeffrey Macdonald Crawford
Duane Brook Schuman
Marc Edward Chamberlin
THOMAS D FLEGAL
KYNDRA DEE LANDGRAFF
ANDREW DAVID LANDGRAFF
Adam Jeffery Christner
James K Ross
Steven Mark Weigel
Samantha Weigel Cunningham
Jason Lenardson
Derek Steven Shaw
Bryan Robert Post
KIRK GREGORY COLLINS
MATTHEW DENNIS GUILFORD

Within 25 miles of Golden Lake, IN, Best Investors lists 20 registered investment advisory firms with 45 offices nearby, managing about $3.45T in combined regulatory AUM across 1,068,690 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 Golden Lake

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM