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Best financial advisors in Greenfield, IN

Registered advisers within 25 miles of Greenfield, IN.

Offices
656
Firms
249
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,117,322 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
DYNAMIC LEGACY PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
CORNERSTONE ADVISORY, LLC
KCPAG FINANCIAL ADVISORS LLC
LPL FINANCIAL LLC
CHARTER ADVISORY CORPORATION
FIFTH THIRD SECURITIES, INC.

Investors

Brandon Joseph Smith
Crystal Dawn Starkey
Clara Florence Starkey
Cary Michael Smith
Scott A Gwin
Krista Scott
JASON CHRISTOPHER WHITE
ROBIN B PALMER
STEVEN LEIGH BUCKSOT
GREGORY JAMES BREWER
WILLARD DEAN KLINK
R JUSTIN SMITH
Gregory Neil Knecht
CHARLES ROBERT LOW
SHANE MICHAEL CAVANAUGH
GARRY EUGENE AUTRY
ANDREW S. WINTERS
IAN KENNETH CLARK
Ethan Starkey
Grant Charles Lee
Michael Scott Mack
Rachel D Hubbard
THOMAS ARTHUR BUTLER
Tania L Campbell-Cruser
Seth Nigel Wilson
Victoria Rust
REBEKAH ELIZABETH THOMAS
Stephen W Harris
Mary Kay Bell
Jeffrey Cleckner
Alex Joseph Stirn
Gregory Mark Rogers

Within 25 miles of Greenfield, IN, Best Investors lists 249 registered investment advisory firms with 656 offices nearby, managing about $15.4T in combined regulatory AUM across 3,117,322 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 Greenfield

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM