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Best financial advisors in Lake Sullivan, IN

Registered advisers within 25 miles of Lake Sullivan, IN.

Offices
30
Firms
17
Combined AUM
$4.31T
Firm-wide filings, not assets booked only here
Clients
1.45M
1,450,127 clients when Item 5C has a number
Avg / client
$2.97M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
PRAIRIE RIVERS INVESTMENTS, LLC
KCPAG FINANCIAL ADVISORS LLC
CREATIVE FINANCIAL DESIGNS, INC.

Investors

TINA J FORBES
BENJAMIN R MCCONNELL
Derek M Hannahs
Gretchen Kate Burkhart
Bryan Nicholas Burkhart
Gabriele E Hoops
TYLER STEVEN MATTOX
SUZANNE LOUISE GORGAS
John C Tilley
Olivia D Wyndham
Timothy Kent Meek
Isabel Grace Meek
ANTHONY RYAN PLEASANT
JASON ANDREW SUTFIN
Roy Charles Clapp
Bryce Fitch
Sarah Lynn Baker
JERRY DALE LAWHEAD
STEWART JOHN SCHUTTE
TIMOTHY JASON TINGLEY
KYLE NATHANIEL DISHONG
RYAN CLAYTON KEEN
PATRICK KEEN
Kelly Lynn Crumrin
BENJAMIN CHASE BROWN
TRENT BIERMAN
RONALD JOSEPH POHL
WILLIAM KENT THOMAS
THOMAS ARTHUR MOORE
Jessica L Leggette
GENE EARL GRIFFIN
RONALD WESLEY HODGE

Within 25 miles of Lake Sullivan, IN, Best Investors lists 17 registered investment advisory firms with 30 offices nearby, managing about $4.31T in combined regulatory AUM across 1,450,127 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 Sullivan

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM