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Best financial advisors in Grnwood, IN

Registered advisers within 25 miles of Grnwood, IN.

Offices
589
Firms
211
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,550 clients when Item 5C has a number
Avg / client
$4.85M
Combined AUM ÷ clients

Nearby offices

Firms

CREATIVE FINANCIAL DESIGNS, INC.
SILVER OAK SECURITIES, INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
MARIAN INVESTOR COACHING, INC.
ON TARGET WEALTH PARTNERS, LLC
FINANCIAL PLANS & STRATEGIES, INC.
KOON FINANCIAL PLANNING & CONSULTING/KFP&C
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

DOUGLAS JAY ATKINS
DESIREE WRIGLEY
Stacia Jo Jones
JON RAYMOND WINTEREGG
Christopher Patrick Rosser
BRENT FOSTER SHEWMAKER
EDWARD WALL OCHOA
ALBERT DENNIS RAHMAN
VESTA R FISHER
DANIEL C STEINBRUNNER
BRYAN LEE WEISS
JOSEPH MATTHEW RAY
Scott Bailey Frye
James Aaron Reisert
SHAWNA RAE BALLARD
GRAIG AARON HUBER
Brady Eugene Spence
GREGORY EVAN SCHIFFLI
LARA KARMEL DESOTEL
CHRISTIAN PARKER CARLETON
GRANT T NAILOR
MAGGIE LYNN MEINERS
BAUER W SCHMELTZ
Maxwell Alexander Bigler
SETH TIMOTHY RAYMOND
Evan Scott Fruits
WALTER LEWIS KOON
CRAIG ANDREW CLEMENTS
JAMES MATTHEW KEMMERER
Donald Brent Clarkston
SHELLEE PIETRAS
Morgan Pietras
BRANDON Lee KNOP
Meredith Kroger
Steven A Thompson
KELLY JEAN FENNELLY
JAMI JEAN WOLSIEFER
JOHN FRANCIS ARMSTRONG EVANS

Within 25 miles of Grnwood, IN, Best Investors lists 211 registered investment advisory firms with 589 offices nearby, managing about $15.1T in combined regulatory AUM across 3,115,550 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 Grnwood

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