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Best financial advisors in Greenville, IN

Registered advisers within 25 miles of Greenville, IN.

Offices
312
Firms
128
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,806,824 clients when Item 5C has a number
Avg / client
$4.67M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
GENEOS WEALTH MANAGEMENT, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERICAN CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
ARCHER INVESTMENT CORPORATION
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
AXIOM FINANCIAL STRATEGIES GROUP, LLC

Investors

Matt Millies
Miles Jamie Newnam
Joel Aaron Nierman
Max Thomas Guenther
Matthew A Erxleben
AUSTIN R JAMISON
ERIC H WINT
James Gray
William WESLEY Courtenay
Christian Stewart
VINCENT K HYMAN
David Charles Betz
LEW MOSS NEWTON
DIANNE WILLIAMS WILDT
TIMOTHY ERIC PEOPLES
RONALD EDWARD DENMAN
ERNIE G LEWIS
Travis Lee Mahan
Adam King Miller
Christopher Douglas Couch
Valerie Ann Barnes
REX A. DAVIDSON
THERESA LAMB
ROY SAENZ
KENNETH LANDON SAMUEL
Scott Donald
DAVID ROSS KRISTIANSEN
BRANDI LEIGH WISEMAN
Matthew Ray Rothrock
Marie Estelle Haverty
Ethan Patrick Haverty
William S Kaiser
Zach J Kaiser
David Vaughan Scott
Gloria Jean Bommarrito
Cullen Byrne Ebert
Justin Kepley
Sawyer Gene Lillard
Leah Driver
Michael Anthony Grau
Chad Michael Albers
Logan G Emmitt
Robert Lloyd Ritz
Crystal Patrice Kehrer
Todd Eric Klinglesmith
Kyle Harvey

Within 25 miles of Greenville, IN, Best Investors lists 128 registered investment advisory firms with 312 offices nearby, managing about $13.1T in combined regulatory AUM across 2,806,824 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 Greenville

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