Best financial advisors in Jamestown, IN

Registered advisers within 25 miles of Jamestown, IN.

Offices

195

Firms

83

Combined AUM

$7.11T

Firm-wide filings, not assets booked only here

Clients

1.07M

1,071,717 clients when Item 5C has a number

Avg / client

$6.63M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1375 S LEBANON STREET SUITE 1100
LEBANON, IN 46052

EDWARD JONES

102 LAFAYETTE AVENUE
LEBANON, IN 46052-2067

AMERIPRISE FINANCIAL SERVICES, LLC

102 N Lebanon St
Lebanon, IN 46052-2151

STATE FARM INVESTMENT MANAGEMENT CORP.

304 N Lebanon St Ste B
Lebanon, IN 46052

EDWARD JONES

1604 N LEBANON ST SUITE 1604
LEBANON, IN 46052-1514

10.1 miles away

EDWARD JONES

1651 NORTH LEBANON ST
LEBANON, IN 46052

10.2 miles away

J. W. COLE ADVISORS, INC.

2202 N Lebanon Street
Lebanon, IN 46052

10.3 miles away

HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC

690 W. NORTHFIELD DRIVE, STE 100
BROWNSBURG, IN 46112

13.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

578 W Northfield Dr Suite 1020
Brownsburg, IN 46112

13.8 miles away

FINANCIAL ENHANCEMENT GROUP

35 Whittington Drive Suite 200
Brownsburg, IN 46112

14.4 miles away

LPL FINANCIAL LLC

1490 N GREEN STREET
BROWNSBURG, IN 46112

14.5 miles away

MIDWESTERN SECURITIES TRADING COMPANY, LLC

11 E NORTHFIELD DR
BROWNSBURG, IN 46112

14.5 miles away

J.P. MORGAN SECURITIES LLC

1073 N GREEN ST
BROWNSBURG, IN 46112

14.6 miles away

FIFTH THIRD SECURITIES, INC.

947 NORTH GREEN STREET
BROWNSBURG, IN 46112

14.6 miles away

KEY INVESTMENT SERVICES LLC

757 NORTH GREEN ST.
BROWNSBURG, IN 46112

14.6 miles away

EDWARD JONES

23 MOTIF BLVD SUITE 304 W
BROWNSBURG, IN 46112-1065

14.6 miles away

EDWARD JONES

1318 MILL ST
CRAWFORDSVILLE, IN 47933

14.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1323 Darlington Ave
Crawfordsville, IN 47933

14.7 miles away

EDWARD JONES

218 HAMILTON STREET
CRAWFORDSVILLE, IN 47933

14.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

36 N GREEN ST
BROWNSBURG, IN 46112

14.8 miles away

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J. W. COLE ADVISORS, INC.

HEINEKAMP FINANCIAL PLANNING & TAX SERVICE LLC

FINANCIAL ENHANCEMENT GROUP

LPL FINANCIAL LLC

MIDWESTERN SECURITIES TRADING COMPANY, LLC

J.P. MORGAN SECURITIES LLC

FIFTH THIRD SECURITIES, INC.

KEY INVESTMENT SERVICES LLC

Investors

Jeffrey Scott Lewis

Zachary Robert Schroeder

Trevin Thomas Poole

JILL LYNN MINKNER

TERESA H SUSONG

Kristen Rae Miller

TAMARA DENISE TURNER

DANIEL WILLIAM HEINEKAMP

STEVEN CHARLES HEINEKAMP

MICHAEL STEVEN HEINEKAMP

Thomas Christopher Lizzi

Zachary Blake Unger

RICHARD JUSTIN GRECO

Seth Emerson Cromer

JEFFREY JOSEPH MOORE

ANTHONY JAMES KERINS

Bradley Stephen Sabelhaus

Scott David Gambrel

JASON SCOTT WAGNER

Tyler Scott Baer

CHRISTOPHER MICHAEL MCCREERY

Within 25 miles of Jamestown, IN, Best Investors lists 83 registered investment advisory firms with 195 offices nearby, managing about $7.11T in combined regulatory AUM across 1,071,717 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 Jamestown

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM