Best financial advisors in Lakeside, IN

Registered advisers within 25 miles of Lakeside, IN.

Offices

58

Firms

24

Combined AUM

$3.51T

Firm-wide filings, not assets booked only here

Clients

1.11M

1,107,360 clients when Item 5C has a number

Avg / client

$3.17M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1837 IDA RED ROAD
KENDALLVILLE, IN 46755

LPL FINANCIAL LLC

516 S DETROIT ST
LAGRANGE, IN 46761

EDWARD JONES

206 SOUTH DETROIT STREET
LAGRANGE, IN 46761

J.P. MORGAN SECURITIES LLC

831 N LIMA RD
KENDALLVILLE, IN 46755

STATE FARM INVESTMENT MANAGEMENT CORP.

341 W Central Ave
LaGrange, IN 46761

PROSPERA FINANCIAL SERVICES, INC.

710 Goodwin Place
Kendallville, IN 46755

AMI INVESTMENT MANAGEMENT INC

710 N KRUEGER STREET
KENDALLVILLE, IN 46755

AMI INVESTMENT MANAGEMENT INC

710 KRUEGER ST.
KENDALLVILLE, IN 46755

STATE FARM INVESTMENT MANAGEMENT CORP.

633 N Main St
Kendallville, IN 46755-1430

LPL FINANCIAL LLC

751 E. NORTH STREET
KENDALLVILLE, IN 46755-1225

EQUITABLE ADVISORS, LLC

113 NORTH MAIN STREET SUITE 2
KENDALLVILLE, IN 46755

LPL ENTERPRISE, LLC

109 E WILLIAM STREET
KENDALLVILLE, IN 46755

THRIVENT INVESTMENT MANAGEMENT INC.

1551 S MAIN ST
KENDALLVILLE, IN 46755

EDWARD JONES

902 LINCOLNWAY SOUTH
LIGONIER, IN 46767

14.8 miles away

EDWARD JONES

120 North Harrison St
SHIPSHEWANA, IN 46565

15.4 miles away

LPL FINANCIAL LLC

1372 S. CENTERVILLE RD
STURGIS, MI 49091

16.8 miles away

EDWARD JONES

1975 W 100 N SUITE A
ANGOLA, IN 46703

17.2 miles away

EDWARD JONES

112 N Randolph St
Garrett, IN 46738

17.3 miles away

EDWARD JONES

1150 Lincoln Way S Suite B
Ligonier, IN 46767-1735

17.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

129 S. Randolph St
Garrett, IN 46738

17.3 miles away

Firms

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PROSPERA FINANCIAL SERVICES, INC.

AMI INVESTMENT MANAGEMENT INC

EQUITABLE ADVISORS, LLC

LPL ENTERPRISE, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jeffrey Macdonald Crawford

KYNDRA DEE LANDGRAFF

ANDREW DAVID LANDGRAFF

Adam Jeffery Christner

Steven Mark Weigel

Samantha Weigel Cunningham

Jason Lenardson

Hannah Ashlea May Williams

TROY VICTOR HARTMAN

BENJAMIN DAVID SHIVELY

Jared Thomas Fiedler

Victoria Lynn Kugler

MICHAEL DUANE AXEL

DONALD JOHN GURA

ERICA DEE DEKKO

PETER DAVID MCDONALD

MATTHEW DEAN SHULL

GREGORY POST WEBER

Sheldon Quinn Shrock

Lori LaDona Olson

Micah John McCoy

Duane Brook Schuman

Angela D Gibson

Marc Edward Chamberlin

Within 25 miles of Lakeside, IN, Best Investors lists 24 registered investment advisory firms with 58 offices nearby, managing about $3.51T in combined regulatory AUM across 1,107,360 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 Lakeside

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM