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Best financial advisors in Lebanon, IN

Registered advisers within 25 miles of Lebanon, IN.

Offices
609
Firms
246
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,272,713 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J. W. COLE ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BML CAPITAL MANAGEMENT, LLC
WEALTH ADVISORY SOLUTIONS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC

Investors

JILL LYNN MINKNER
TERESA H SUSONG
Jeffrey Scott Lewis
Zachary Robert Schroeder
Trevin Thomas Poole
Kristen Rae Miller
Rick Dodson
Allen C Woods
TAMARA DENISE TURNER
Jacob Riggen
TODD GERALD MCCLURE
JEREMY VINCENT COOK
CHRISTOPHER LEE TINDER
Stuart Spencer
Paul Stafford Anderson
KYLE EDWARD MARBURGER
ELIZABETH A STURGEON
M CHET WARREN
Rick Brian Davis
Eve Kensington Smith
TYLER RAY NEEDLER
JOHNELLE MICHAEL SMITH
STEVEN RICHARD SMITH
CHERI LYNN JONES
Samuel Andrew Gleaves
TIMOTHY RUSSELL HARRIS
JACK MICHAEL HARLOS
ANDREW EVERETT GLEAVES
Matthew Edward Conaway
EDWARD JOSEPH VALDETTARO
MALCOLM RICHARDSON FROST
Mark G Olsen
Alex Shrewsbury
DEBORAH ANNE HANSON
Gregory Flynn
Craig Andrew Scholtes
CHRISTOPHER G HALE
MATTHEW PARKER
JOHN ANTHONY VAUGHN
LeeAnn Renae Cannon
Yvonne T Baird
James William Maguire
Jason Garrett Hull

Within 25 miles of Lebanon, IN, Best Investors lists 246 registered investment advisory firms with 609 offices nearby, managing about $15.4T in combined regulatory AUM across 3,272,713 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 Lebanon

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM