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Best financial advisors in Kendallville, IN

Registered advisers within 25 miles of Kendallville, IN.

Offices
127
Firms
49
Combined AUM
$5.65T
Firm-wide filings, not assets booked only here
Clients
1.26M
1,264,356 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

PROSPERA FINANCIAL SERVICES, INC.
AMI INVESTMENT MANAGEMENT INC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
CX INSTITUTIONAL, LLC

Investors

Hannah Ashlea May Williams
TROY VICTOR HARTMAN
BENJAMIN DAVID SHIVELY
Jared Thomas Fiedler
Victoria Lynn Kugler
MICHAEL DUANE AXEL
Matt Reiber
DONALD JOHN GURA
PETER DAVID MCDONALD
MARK WILCOXEN
MATTHEW DEAN SHULL
Dalton L Smith
JARED ROUSH
ERICA DEE DEKKO
Jeffrey Macdonald Crawford
GREGORY POST WEBER
Duane Brook Schuman
Marc Edward Chamberlin
David Tracy Foster
MATTHEW STEPHAN ANDERSON
Benjamin Donald McBride
MARK OWEN VANDEVELDE
Andrew John Smith
Eric Steven Bowser
Mark Edward Oda
Jessica E Stephenson
KENNETH WAYNE SEIGEL
MATTHEW JAMES RAMER
Joseph Michael D'Amico
DAVID WAYNE HEFTY
STACY ELAINE HEFTY
REBECCA MARY KINDIG
Joel Jeffrey Macyauski
Eli Thomas Smith
Owen George Crabtree
JOHN STEVEN RUZZA
DOUGLAS EDWARD LOCKWOOD
CHRISTOPHER JOEL LIPPER
BRAD WILLIAM MICHELS
THOMAS ANDREW KNIPPA
Michele Ann Floyd
ALBERT DUNCAN KAUFMAN
ADAM BARRETT SPENCE
THOMAS DENNIS KEHOE
GREGORY JAMES BETLACH
ANTHONY JOSEPH PICERNI
BRIAN DAVID NEAL
ALISHA MARIE NORRIS
KENTRINA GENEA MAPES
JARED THOMAS HERNDON
EDISON BYZYKA
LAYTON DAVID GINDER
LAKEN LAMAR LEWIS
DIEDRE MATHENY
Sarah Ann Southworth
Brady McBride
Gabriel Wyatt
THOMAS PATRICK WILLIAMS
DAVID JOHN SCOTT
Blake Von Scheer
David William Wellsand
Sydney Kissel
William W Ternet
Wade Christian Miller
Ross Michael Hutton
Heston Major Terzo
Travis Scott Glassley
Andrew Michael Renninger
Tanner David Echenoz
Dustin James Tirpak
Braeden Michael Hall
Bo Zachary Potter
Nicholas Richard Thomas McKinley
Steve Indiveri
DANIEL EDWARD STEICHEN
ANDREW LEE MAYER
CHRISTOPHER W BREDESON
Scott McCandless
Elizabeth Tulloch
ERIK MARTIN HERSTAD
Tyler Rickert
James Pearce PRIEBE
LUCILLE ELINOR SATTERWHITE
MARQUES DELMAR GLAZE
Todd Michael Hartsough
Laura Chinander
Hayden Neely
Austin Zachary Johnson
David Timothy Bresnahan

Within 25 miles of Kendallville, IN, Best Investors lists 49 registered investment advisory firms with 127 offices nearby, managing about $5.65T in combined regulatory AUM across 1,264,356 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 Kendallville

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM