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Best financial advisors in Lake Station, IN

Registered advisers within 25 miles of Lake Station, IN.

Offices
252
Firms
70
Combined AUM
$8.37T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,252,661 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
FIRST HEARTLAND CONSULTANTS, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SDM INVESTMENTS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLOBAL ASSETS ADVISORY, LLC
KOVACK ADVISORS, INC.

Investors

ROBERT EDWARD KOLLAR
Brandi L Restle
Mark R Price
JEFF LEE LARIMORE
PETER N SARBIESKI
NORMAN BARRY BERMAN
NATHAN SCOTT SMITH
BRIAN JAMES BOLEK
JON CHRISTOPHER LYONS
Timothy Patrick O'Brien
MICHAEL RICHARD LOBECK
Jamie Darryl Lewis
Daniel Robert Reisen
NICHOLAS WILLIAM OLLEARIS
Steven Mitcheltree
Mason Maple
Jason David Mitchell
DAVID MATTHEW ALONZO
SHARON DIANNE MALLORY
Sam Salameh
MARINO PARRISH STATH
Grant Schaap
RONDA L SCANLON
ALEXANDER A KOLEFF
JOHN J BRECKENRIDGE
Scott T Ribordy
DIANA K NYMAN
PAUL ALLAN SHOOK
Jeff Johnson
MICHELLE L RACHFORD
GRANT J GINGERICH
DEREK S BRAGGS
Amanda A Nagel
Crystal L Bilderback
COREY G HECHT
KEVIN S RIBORDY
Riley D Fieldhouse
JAMES ARTHUR GINGERICH
James W Peller
Kristina MARIA Huda-Dimen
KEVIN P RIORDAN
Joanna Alicja Pasterczyk
Rosario Muncy
Mark ALLAN Robben
LAURA K KUEHN
Anthony J VanArsdale
BENJAMIN JOHN ZAMOJSKI
JUSTIN DERICK SAVICH

Within 25 miles of Lake Station, IN, Best Investors lists 70 registered investment advisory firms with 252 offices nearby, managing about $8.37T in combined regulatory AUM across 1,252,661 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 Lake Station

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 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM