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Best financial advisors in Lapaz, IN

Registered advisers within 25 miles of Lapaz, IN.

Offices
156
Firms
57
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.67M
1,670,004 clients when Item 5C has a number
Avg / client
$7.37M
Combined AUM ÷ clients

Nearby offices

Firms

REGAL INVESTMENT ADVISORS LLC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
KORHORN FINANCIAL GROUP
HILLTOP WEALTH & TAX SOLUTIONS
KINGDOM FINANCIAL
CREATIVE FINANCIAL PLANNING ADVISORS, INC.

Investors

JAMES BRIAN DILLON
JEFFREY ALAN UMBAUGH
Mark E. Bishopp
Carlye Ann Bishopp
Russell Thomas Kietzman
BENJAMIN ANDREW FANNING
Robert A Borlik
ERIN LYNN MILNIKEL
RUSSELL WADE SHARTZER
Adam Beck
RODNEY LEROY JACOBS
Tiffany Harrell
Cristine Ann Keller
Thomas Popielski
ROBERT BARCLAY DRAGANI
Jeremy Andrew Cox
Angela Dee Banicki
Craig Michael Wilson
FREDRICK JAMES ANDERSON
Tanner Givens
Austin P Nielsen
WILLIAM LEE DAVIS
Grant McConnell Clady
Todd Clady
Garrett Clady
Lance Christian Ludwig
RONALD ALLAN SILVERMAN
Billie Jean Treber
Shawn Michael Stevens
Tyler D. Glynn
Sunu George Thomas

Within 25 miles of Lapaz, IN, Best Investors lists 57 registered investment advisory firms with 156 offices nearby, managing about $12.3T in combined regulatory AUM across 1,670,004 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 Lapaz

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM