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Best financial advisors in Highland, IN

Registered advisers within 25 miles of Highland, IN.

Offices
928
Firms
398
Combined AUM
$25.2T
Firm-wide filings, not assets booked only here
Clients
5.39M
5,385,143 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
ATIS
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

Robert Tyler Rockwell
FRANK ARTHUR RIZZO
LYNNEA ANN KUTCKA
JUSTIN RYAN RIZZO
MARTIN F SHREIBAK
MATTHEW ALLEN HUNNIFORD
ARIANNA CHRISTA PANNARALE
GIUSEPPE PANNARALE
BRANDON DALE POGUE
Daniel A Perez
Brian Joseph Brzycki
Mark John Scalzitti
DANIEL PAUL DITOLA
STEVEN ALAN SWINGLER
ALAN LEE SWINGLER
DELTA FRANCINE JONES-WALKER
JOSEPH STEVEN MASTEJ
KURT FREDERICK SCHULTZ
Michael K Parianos
JOHN JOSEPH EVANICH
Robert J. Scalzitti
John Allen Zandstra
TODD JOSEPH AVERY
JUSTIN MICHAEL FOLEY
KENNETH ANTHONY YOUGA
SCOTT MARCUS COLLINS
Melissa Uylaki
Hans Herr

Within 25 miles of Highland, IN, Best Investors lists 398 registered investment advisory firms with 928 offices nearby, managing about $25.2T in combined regulatory AUM across 5,385,143 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 Highland

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM