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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

CETERA INVESTMENT ADVISERS LLC
FINANCIAL ENHANCEMENT GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
CFG WEALTH MANAGEMENT SERVICES INC
WEALTHCARE FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HARBOUR WEALTH PARTNERS, INC.
LPL FINANCIAL LLC
CREATIVE PLANNING
HUNTLEIGH ADVISORS, INC.
CAPITAL FINANCIAL MANAGEMENT, INC.
PFS INVESTMENTS INC.

Investors

BRIAN THOMAS JOHNSON
STEVE JOHN SPELDE
KELLY SUE CAVANAUGH
BRIAN MATTHEW MILLER
MATTHEW JON CROOKS
STEPHEN LEE ROBERTS
ANDREW STEVEN DIXON
TED WALKER GAUTIER
ANDREW JACOB THOMAS
GEOFFREY J MALKO-RASMUSSEN
NATALIE MAE PEI
BENJAMIN GOSHORN-MARONEY
COURTNEY YVONNE WILLEY
CONNER HOBBS
Monica Lynn Ross
KYLE NEAL KENT
GRANT GARNER SOLIVEN
Seth Michael Grimme
BEAU ANDREW BRADLE
Aaron Jacob Hunt
JONATHAN WAYNE HARRIER
MICHAEL DILLARD PUCKETT
Kathryn L. Coleman
JEFFREY LAWRENCE WATSON
Hilary Burkhardt
CRISTINA ROSE ESSLING
ANTENIELLE MARIE BELL
LANE ADAM LYDAY
ERIC MONTGOMERY WELCH
Ross M Welch
Benjamin Andrew Mart
JOHN THOMAS WHEELER
Catherine Popp Hoffman
COLIN HOLMES
John Hunter Coffin
Alexis McKenzie Wulff
Katrina Nicole Hoetmer
DONALD EARL HODSON
ADAM MICHAEL HARTER
AARON SCOTT RHEAUME
Richard Eugene Middleton
Daren Eugene Hardesty
GRANT LEON THOMPSON
Samuel Neff
Susan Renee Jones
Christopher Joshua Bahena
Jordan Sterling Zody
BRETT ALAN SPANGLER
JOSEPH ANDREW CLARK
ANDREW WILLIAM THRASHER
Grant Edwin Meadows
MATTHEW EARL BOSE
NATHANIEL EDWARD ZIMMERMAN
PAUL ALBERT MCINTOSH
SAMANTHA MAE BUSH
Lindsey Jo Holbrook
STANLEY WHITTLESEY
SAMANTHA MARIE HARRIS
JEFFREY LEE SEAGRAVE
PAUL TURNER
JESSIE MARIE BROWN

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