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Best financial advisors in Goshen, IN

Registered advisers within 25 miles of Goshen, IN.

Offices
210
Firms
67
Combined AUM
$12.8T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,713,056 clients when Item 5C has a number
Avg / client
$7.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
PFS INVESTMENTS INC.
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

Aaron S. Wilkinson
Connor Hiatt Manges
Rickardo Yoder
William Carlos Bonning
Bradley Schrock
Matthew Stephen Szynal
Adam L Christoffersen
Evan Parker
AMANDA J HILTON
Katelyn Kelter
Charles Molloy
AARON CHARLES WIEAND
Richard Scott Puckett
John Thomas Jacobson
FAY ANNETTE PLOEGER
Robert Dolan Lonie
MARSHALL HARVEY KELLEY
Bryn Malagon
Myles Douglas Close
Ryan Scott Drake
Kevin James Nice
Paul M Gayler
Renee Lynn Yoder
Clint B Clark
Tyler Rensberger
Holly Napier
James Ellis Kirk
Keith Ardell Neuenschwander
Kyle David Koch
SCOTT MARTIN TONKOVICH
Victoria Robin Marks
TAYLOR JAMES FERVIDA
TARRENCE RAY TRUSTY
KENTON LEE FERVIDA
HECTOR CAMILO VARGAS FORERO

Within 25 miles of Goshen, IN, Best Investors lists 67 registered investment advisory firms with 210 offices nearby, managing about $12.8T in combined regulatory AUM across 1,713,056 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 Goshen

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