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Best financial advisors in Kokomo, IN

Registered advisers within 25 miles of Kokomo, IN.

Offices
69
Firms
24
Combined AUM
$4.01T
Firm-wide filings, not assets booked only here
Clients
469K
469,305 clients when Item 5C has a number
Avg / client
$8.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CREATIVE FINANCIAL DESIGNS, INC.
KEY INVESTMENT SERVICES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
MILESTONE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
GETTINGS BUSCH WEALTH MANAGEMENT
SMITH FINANCIAL

Investors

Abigail C Diebolt
Christopher Lee Cripe
LEVI MICHEL BESS
AMY LYNN MCKAY
MICHEL LEE BESS
NEAL ALLEN ROUCH
SUSAN MICHELLE ALEXANDER
KIRK JAY DANIELS
ALEXANDRA DANIELS DURHAM
Benjamin Thomas Harris
MICHAEL VINCENT RICCI
Lawrence David Rolland
IRENE FABER ROLLAND
Jeffrey Lee Combs
William David Brutus
Alex Christopher Watkins
Kurt William Hagenmaier
David Edward Granger
James S Boys
Robert Leavitt
Kyle Smith
Matthew D. Williams
DEAN CURTIS HUSTON
CRAIG LEE DUNN
BROOKE LEIGH ROCKEY
Brandi Sue Jones
Kaley Alayne Lyons
Kenneth Jacob Brown
SALLIE JO BOWER
Thomas Avery Hayes
THOMAS BRIAN HAYES
JARED FOOTE
Reed Alexander Hubbert
Brian David Iles
Jackson H Collins
WILLIAM J CARDWELL
AARON TAYLOR SMITH
Blake William Brutus
RICHARD ALLEN SMITH

Within 25 miles of Kokomo, IN, Best Investors lists 24 registered investment advisory firms with 69 offices nearby, managing about $4.01T in combined regulatory AUM across 469,305 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 Kokomo

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM