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Best financial advisors in Homer, IN

Registered advisers within 25 miles of Homer, IN.

Offices
50
Firms
14
Combined AUM
$3.21T
Firm-wide filings, not assets booked only here
Clients
797K
796,755 clients when Item 5C has a number
Avg / client
$4.02M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
COREVISION FINANCIAL GROUP
HARDWICK CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CHARTER ADVISORY CORPORATION
KCPAG FINANCIAL ADVISORS LLC

Investors

Tony L Fudge
Gregory Dale Stinson
Kendall Manlief
MARRISA MICHELLE TAYLOR
Devon Niehoff
Meghan Alicia Haynes
Trevor Cole Johnson
Christopher Scott Bechert
BRENT DALTON THOMAN
ANDREA LAYN LEE
GRANT MARSHALL REEVES
Timothy Aaron Whitsett
TODD GIBSON BIRDWELL
JONATHAN PHILLIP BEDNAR
BEAU M BROWNING
JASON BUSALD PIKE
Timothy Stephen Fuller
Brett Andrew Rice
SCOTT DALE CARMONY
WILLIAM BRIAN HARDWICK
Crystal Catherine Neil
SARAH LYNN HUGUS
Benjamin Purvis
David K Phares
JACOB ANDREW HART
DANA R WITKEMPER
THOMAS ARTHUR BUTLER
Ethan Starkey
Grant Charles Lee
Michael Scott Mack
Rachel D Hubbard
ANDREW S. WINTERS
IAN KENNETH CLARK
CHARLES ROBERT LOW
SHANE MICHAEL CAVANAUGH
GARRY EUGENE AUTRY
R JUSTIN SMITH

Within 25 miles of Homer, IN, Best Investors lists 14 registered investment advisory firms with 50 offices nearby, managing about $3.21T in combined regulatory AUM across 796,755 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 Homer

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 FIFTH THIRD SECURITIES, INC. 1,042 advisers $10.9B AUM 8 COREVISION FINANCIAL GROUP 10 advisers $1.15B AUM