Best financial advisors in Helmer, IN

Registered advisers within 25 miles of Helmer, IN.

Offices

48

Firms

20

Combined AUM

$3.45T

Firm-wide filings, not assets booked only here

Clients

1.07M

1,068,690 clients when Item 5C has a number

Avg / client

$3.23M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1975 W 100 N SUITE A
ANGOLA, IN 46703

LPL FINANCIAL LLC

751 E. NORTH STREET
KENDALLVILLE, IN 46755-1225

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

211 E Maumee St.
Angola, IN 46703

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

417 N Wayne St
Angola, IN 46703

J.P. MORGAN SECURITIES LLC

831 N LIMA RD
KENDALLVILLE, IN 46755

EDWARD JONES

643 N Wayne St
ANGOLA, IN 46703

STATE FARM INVESTMENT MANAGEMENT CORP.

633 N Main St
Kendallville, IN 46755-1430

AMI INVESTMENT MANAGEMENT INC

710 N KRUEGER STREET
KENDALLVILLE, IN 46755

AMI INVESTMENT MANAGEMENT INC

710 KRUEGER ST.
KENDALLVILLE, IN 46755

PROSPERA FINANCIAL SERVICES, INC.

710 Goodwin Place
Kendallville, IN 46755

LPL FINANCIAL LLC

707 E MAUMEE ST
ANGOLA, IN 46703

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

603 Harcourt Rd.
Angola, IN 46703

10.1 miles away

EQUITABLE ADVISORS, LLC

113 NORTH MAIN STREET SUITE 2
KENDALLVILLE, IN 46755

10.1 miles away

LPL ENTERPRISE, LLC

109 E WILLIAM STREET
KENDALLVILLE, IN 46755

10.2 miles away

EDWARD JONES

2310 N WAYNE STREET SUITE C
ANGOLA, IN 46703

10.6 miles away

EDWARD JONES

1837 IDA RED ROAD
KENDALLVILLE, IN 46755

10.6 miles away

EDWARD JONES

100 GROWTH PKWY SUITE B
ANGOLA, IN 46703-9343

10.7 miles away

FIFTH THIRD SECURITIES, INC.

100 GROWTH PARKWAY
ANGOLA, IN 46703

10.7 miles away

LPL FINANCIAL LLC

330 INTERTECH PKWY SUITE 260
ANGOLA, IN 46703

11.1 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1551 S MAIN ST
KENDALLVILLE, IN 46755

11.1 miles away

Firms

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AMI INVESTMENT MANAGEMENT INC

PROSPERA FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

LPL ENTERPRISE, LLC

FIFTH THIRD SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Lori LaDona Olson

Micah John McCoy

ERICA DEE DEKKO

ADAM AUGUST SMITH

KEVIN BONTRAGER

Mark Richard Sanborn

Brian Patrick Sanborn

DONALD JOHN GURA

BENJAMIN DAVID SHIVELY

Jared Thomas Fiedler

Victoria Lynn Kugler

MICHAEL DUANE AXEL

Hannah Ashlea May Williams

TROY VICTOR HARTMAN

BRIDGET ARLENE MCDERMOTT

MATTHEW B CARRIER

PETER DAVID MCDONALD

MATTHEW DEAN SHULL

Cole Douglas Targgart

Dylan Michael Targgart

Jeffrey Macdonald Crawford

Michael Joseph Hanson

Valerie Ann Medendorp

Rhonda Lynn Hanson

DANIEL SCOTT SCHARLACH

GREGORY POST WEBER

Within 25 miles of Helmer, IN, Best Investors lists 20 registered investment advisory firms with 48 offices nearby, managing about $3.45T in combined regulatory AUM across 1,068,690 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 Helmer

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM