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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

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
ADVISORNET WEALTH PARTNERS
BROOKSTONE CAPITAL MANAGEMENT LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
EDWARD JONES
PALOS WEALTH ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
CONTOUR FINANCIAL
CHARLES SCHWAB & CO., INC.
LATKO WEALTH MANAGEMENT, LTD.
PROVIDENCE WEALTH ADVISORS, LLC
JT ASSET ALLOCATION LLC

Investors

PATRICK JOHN MURPHY
Donald W Pendleton
Zachary Brian Morgan
TIMOTHY CARLIN MCCABE
Michael Peregrym
JOSEPH WALTER DOWLING
Joseph DeMarco
Richard Joseph Wilkens
John Sciaccotta
Ivan Palomares
Albert Lazaro
Daniel Duster
STEVEN CHARLES GALMINAS
JAMES S ADDUCCI
CYNTHIA CATHERINE MENKER
EGON CARL MENKER
KAREN JEAN NORDSTROM
MARK JULIAN STEVENSON
MARK ELMER STEVENSON
MAJA BARIC
LUCERO RAMIREZ
JERRY LAROY PARKER
Anthony Blaize Hakey
Ashley E Finney
David Eric Zaycek
DAVID WARREN LATKO
DAVID WARREN LATKO
Jay David Faler
LAURA MARIE FASAN
BRIAN GRANATO
DOUGLAS ANTHONY DEGROOT
NICOLE LYNN SMIT
Brett Richard Schaibley
DAORAN ALABIN

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