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Best financial advisors in Granville, IN

Registered advisers within 25 miles of Granville, IN.

Offices
71
Firms
26
Combined AUM
$5.06T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,026,743 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
BANKERS LIFE ADVISORY SERVICES, INC.
LJI WEALTH MANAGEMENT, LLC
CAPITAL CITIES INVESTMENTS
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CARDINAL CAPITAL MANAGEMENT, LLC

Investors

Robert M. Sisson
TROY ALLEN HELM
TIFFANY JO DAWSON
ROBERT JEROME TAYLOR
Taylor William Davis
G Kristopher Jones
Shena R Bynum
Tanya Shaneyfelt
Aaron Curtis Hammond
JASON MATTHEW MAY
Dawn Rachelle Hines
MICHELLE LYNN WALKER
ROBERT CHARLES DONATI
Adam T McHenry
Rebecca Kay McArdle
ERIC KENT COOPER
JORDAN WHITNEY RHODES
TANNER SHAFFER COULTER
Brendan Patrick Kerrigan
BRYAN KEITH ALEXANDER
NATHAN COLE FLETCHER
Maurice Evans Richardson
WILLIAM THOMAS ISAACS
CHRISTOPHER JORDAN MATCHETT
ALEXANDER THOM SULANKE
SARAH VIRGINIA MCCORD
LEE HOWARD SNIDER
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS
Zion Joseph Osner
Todd Ray Yarbrough

Within 25 miles of Granville, IN, Best Investors lists 26 registered investment advisory firms with 71 offices nearby, managing about $5.06T in combined regulatory AUM across 1,026,743 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 Granville

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM