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Best financial advisors in Lawrenceburg, IN

Registered advisers within 25 miles of Lawrenceburg, IN.

Offices
437
Firms
165
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,782,242 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
SCHMIDT WEALTH MANAGEMENT, L.L.C.
PNC WEALTH MANAGEMENT LLC
AE WEALTH MANAGEMENT, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JACKLINH M TRAN
Lonny D Barnett
BRIAN MATTHEW BUSHMAN
GARRY W RUTLEDGE
Zachary L Brown
RICHARD ALAN LAMMERING
ERIC DAVID OATMAN
PRISCILLA D MOORE
Kathryn Deters
Anthony Resendes
Meghan Horine-Schafer
MICHAEL ALAN KRAMER
KIPP LEE NEWMAN
Zachary Mollaun
Kevin Joseph Schafer
Emily Cecil
THOMAS CLEM PALMER
Kristopher Mcknight
STEVEN G SCHNELL
DARIN MICHAEL SCHMIDT
Benjamin Thomas Tunney
Austin Matthew Ford
Adam Scott Norman
ROGER LEE FORD
Spencer Loren Ford
Luke Bowman
Erica Parsons
STEVE MICHAEL TUCHFARBER
CALEB DWIGHT LA COURSE
John J. Wernke
ROBERT LANE JOHNSON
RICHARD JOHN JOHNSON
JAMES M SHEA
MARK LOUIS WEISS
Kurtus Todd Thompson
Paxton Riley Thompson
TODD WESLEY REED

Within 25 miles of Lawrenceburg, IN, Best Investors lists 165 registered investment advisory firms with 437 offices nearby, managing about $14.6T in combined regulatory AUM across 2,782,242 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 Lawrenceburg

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