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Best financial advisors in Greenwood, IN

Registered advisers within 25 miles of Greenwood, IN.

Offices
723
Firms
265
Combined AUM
$15.6T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,984 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
HELPING HAND FINANCIAL, LLC
BENHAM ADVISORY GROUP
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
MARIAN INVESTOR COACHING, INC.
SPC
J.P. MORGAN SECURITIES LLC

Investors

DREW ALEXANDER DOZIER
JASON E JONES
KARL T SLAVIK
WADE M FISHER
BRIAN ROBERT BISCHOFF
Jonathan Benham
JEFFREY SCOTT MARK
MATTHEW MARK
JOSEPH H COFFMAN
JAMES M. KAISER
MICHAEL JOSEPH COFFMAN
EVAN MICHAEL COFFMAN
JOHN STEPHEN COFFMAN
Owen Litzelman
JULIANNA DAWN MORALES
Adam Wade Allen
SHANE TYLER
BENJAMIN A KLESINGER
TRAVIS SCOTT GILLIAM
TRAVIS WAYNE BLESSING
Kyle Benham
Logan Andrew Benham
Chad Murray
Curtis Lee McClure
Kristen Jolene Lyons
Adam Wiese
John Reid Sandlin
Jonathan Rathert
BRETT DAVID PERKS
DANIEL JOSEPH GILLIN
Mitchell Alan Anderson
GERALD SCOTT POORE
WAYNE A KISSLER
BRYAN LEE WEISS
JOSEPH MATTHEW RAY
Scott Bailey Frye
Bryan Thomas Denbo
DANIEL WADE FLETCHER
Elisavet Gravani
JULIA R PHILLIPS
Nicholas Rebman

Within 25 miles of Greenwood, IN, Best Investors lists 265 registered investment advisory firms with 723 offices nearby, managing about $15.6T in combined regulatory AUM across 3,116,984 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 Greenwood

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