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Best financial advisors in Kingsbury, IN

Registered advisers within 25 miles of Kingsbury, IN.

Offices
91
Firms
34
Combined AUM
$5.52T
Firm-wide filings, not assets booked only here
Clients
975K
974,698 clients when Item 5C has a number
Avg / client
$5.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CREATIVEONE SECURITIES, LLC

Investors

SAMANTHA LOREN FIFE
Joshua Lee Alexander
Stephen James Siler
Jonathan Ellis Salisbury
Patrick M Spence
Justin L Stevens
EVAN MICHAEL LANCASTER
Jeanette Marie Girton
Alec Elias Rosario
Kendall Snider
Sarah Elaine Brown
MITCHELL DAVID SEMANS
Michael Richard Kopec
Robert A Borlik
ERIN LYNN MILNIKEL
Don Lewis
Alexander S. Nisle
Timothy Reynolds Gartland
Donovan Glenn Hawkes
Craig Allen Langhofer
RICHARD SCOTT ROBINSON
CONSTANCE Susan PATRICKS
FRANK MARTIN
Nolan Eugene Johnson
Michael Anderson

Within 25 miles of Kingsbury, IN, Best Investors lists 34 registered investment advisory firms with 91 offices nearby, managing about $5.52T in combined regulatory AUM across 974,698 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 Kingsbury

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

1 CAPTRUST 963 advisers $1.24T 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM