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Best financial advisors in Lakes Of Four Seasons, IN

Registered advisers within 25 miles of Lakes Of Four Seasons, IN.

Offices
217
Firms
66
Combined AUM
$8.26T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,078,478 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FORSYTHE WEALTH MANAGEMENT, INC.
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
LPL ENTERPRISE, LLC
MML INVESTORS SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
RCM WEALTH ADVISORS
J.P. MORGAN SECURITIES LLC
APOLLON WEALTH MANAGEMENT, LLC
GIBBS WEALTH MANAGEMENT, LLC

Investors

JOHN STEPHENS LARSON
TONY KAJMAKOSKI
DEJAN MILEV
JOSEPH EDWARD FOSTER
ALICIA LYNN HIGGINS
JOSEPH ALLEN O'KEEFE
Jacob Oostman
DOUGLAS MARTIN BUUCK
SARA E GREEN
John W Vidal
Elias Chris Gerodemos
Colton J Hill
Gina Ribota
Ryan Forsythe
MARY HALUSKA
SAMANTHA ELIZABETH COATES
GREGORY JOHN FORSYTHE
ERIC STEPHEN SPEER
CAREY ANN YUKICH
MICHAEL H GORDON
TIRA LEE CLEMENT
WILLIAM HAROLD PETTIT
Timothy Dean Swallers
DAVID JOSEPH CAPITAN
Jacob Lublow
SHAWN ALLEN SABAU
CINDY ANN REILLY
KENT ROBERT HUNTOON
Elizabeth Ampagoomian Cooke
Benjamin Marshall
ELISHA DAVIS PORTERFIELD
MARY LYNNE VEREB
KYLE J BORKOWSKI
Joshua John Struble
Joseph Anthony Lauer
LARRY CHARLES GULOTTA
JAMES ROBERT VELLUTINI
CRAIG RAYMOND SLOSSON
CORY STEPHEN LAZART
SARAH SAMANTHA TALLENT
Michael Raymond Reyna
John Mitchell Tellers
Cara Sadowski
NATHAN LOUIS KARRAS
HOWARD EARL STRUBLE
RANDALL KENT MINAS
MARK STEPHEN LAZART
SHELLY ANN HOWARD
LAURA MARIE BERTAGNOLLI
RITA J FULTZ
DAVID MARK KELLY
JENNIFER M JASINSKI
Steven Gregory Smead
KRISTEN L FULLER
MARGARET ANN REISTER
Brian Kirkland
ALFONSO AVILA
TIMOTHY M WEBB
Brady Thomas Lawrence
Michael M Ulanowski
Brad Lee Marker
Michael Johnson
Lauren Elizabeth Mink
Joshua Mauk
MICHAEL ALLEN LEE

Within 25 miles of Lakes Of Four Seasons, IN, Best Investors lists 66 registered investment advisory firms with 217 offices nearby, managing about $8.26T in combined regulatory AUM across 1,078,478 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 Lakes Of Four Seasons

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