Best financial advisors in Iva, IN

Registered advisers within 25 miles of Iva, IN.

Offices

34

Firms

13

Combined AUM

$5.46T

Firm-wide filings, not assets booked only here

Clients

672K

672,368 clients when Item 5C has a number

Avg / client

$8.12M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

225 W 41ST STREET
JASPER, IN 47546

COMMONWEALTH FINANCIAL NETWORK

3420 Newton Street
Jasper, IN 47546

EQUITABLE ADVISORS, LLC

3410 NEWTON STREET
JASPER, IN 47546

STATE FARM INVESTMENT MANAGEMENT CORP.

2408 Newton St
Jasper, IN 47546

EDWARD JONES

901 E MAIN STREET
PETERSBURG, IN 47567

LPL FINANCIAL LLC

305 E. MAIN STREET
PETERSBURG, IN 47567

10.2 miles away

EDWARD JONES

471 US 231 SOUTH SUITE 1
JASPER, IN 47546

10.5 miles away

FIFTH THIRD SECURITIES, INC.

305 S US HIGHWAY 231
JASPER, IN 47546

10.5 miles away

LPL FINANCIAL LLC

771 2ND STREET
JASPER, IN 47546

10.5 miles away

ROBERT W. BAIRD & CO. INCORPORATED

690 W 2nd Street Suite B
JASPER, IN 47546

10.6 miles away

EDWARD JONES

1208 NEWTON STREET
JASPER, IN 47546

10.6 miles away

CETERA INVESTMENT ADVISERS LLC

902 MAIN STREET PO BOX 744
JASPER, IN 47546

10.8 miles away

LPL FINANCIAL LLC

711 MAIN STREET
JASPER, IN 47546

10.8 miles away

PFS INVESTMENTS INC.

706 MAIN ST
JASPER, IN 47546

10.8 miles away

CETERA INVESTMENT ADVISERS LLC

215 E. 6TH STREET
Jasper, IN 47547

10.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

212 E 5th St
Jasper, IN 47546

10.9 miles away

EDWARD JONES

416 JACKSON ST
JASPER, IN 47546-3126

LPL FINANCIAL LLC

ONE DCB PLAZA
JASPER, IN 47546

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

246 THIRD AVE
JASPER, IN 47546

11.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

246 3RD AVE ADP - HOME OFFICE
JASPER, IN 47546

11.3 miles away

Firms

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE ADVISORS, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

FIFTH THIRD SECURITIES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Nicholas Edward Schnarr

JoAnn Frances Stacy

DEREK PRESTON BUDD

ERIC DAVID KIEFFNER

Jacob Steven Ahlbrand

Debra Kay Allen

Thomas Edgar Willis

CHAD ADRIAN DECKARD

Dillon K Seiler

Zachary Scott Gordon

MATTHEW R BRINKMANN

JEFFREY WAYNE TOOLEY

Mitchell J Mundy

PHILLIP ARTHUR RUHE

Allison Michelle Haller Menke

Richard Anthony Kurzendoerfer

Roger Allen Seng

FREDERICK GENE MATTINGLY

NATALIE JO MERKLEY

KYLE RAY STUCKEY

ALLISON ROSE GREENWELL

Daniel Lee Kinnamon

JENNIFER MILLER WILKERSON

JEFFREY THOMAS SCHNEIDER

Craig Alan Hanneman

JOHN PATRICK WELP

Peyton William Gentry

KENNETH LEE SENDELWECK

Michael Andrew Olinger

Within 25 miles of Iva, IN, Best Investors lists 13 registered investment advisory firms with 34 offices nearby, managing about $5.46T in combined regulatory AUM across 672,368 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 Iva

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM