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Best financial advisors in Leesburg, IN

Registered advisers within 25 miles of Leesburg, IN.

Offices
82
Firms
27
Combined AUM
$4.40T
Firm-wide filings, not assets booked only here
Clients
984K
984,015 clients when Item 5C has a number
Avg / client
$4.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jerry W Koontz
AUSTIN JACOB DUNITHAN
Christopher M Eberly
CHRISTOPHER FRAZZETTA
Jennifer Marie Nelson
Brian Alan Whiteneck
Mariano Andrea Oliveri
Heidi Marie Neuhart
Brock Andrew Tidball
Colton J Wottring
LEE L HEYDE
RICK JAMES PEARL
BRADLEY KURT SKILES
Jay Maurice Hinkel
JENNIFER SUE KINGSTON
CRYSTAL LYNN SIELESNEW
DAVID DUANE JONES
Joshua Jones
DAVID MICHAEL ROBERTSON
JESSICA M BRICKER
BRIAN N SLABAUGH
Jason Benjamin Ellis
Ashley Nicole Brewer
KYLE J WURTZEL
ANDREW SCOTT LEWIS
ANDREW JOSEPH MANES
James Randall Bone
JEFFERSON R. HANKINS
Kurt Thomas Boggs
EASTON DAVID MOSSMAN
ROBERT MICHAEL CONGDON

Within 25 miles of Leesburg, IN, Best Investors lists 27 registered investment advisory firms with 82 offices nearby, managing about $4.40T in combined regulatory AUM across 984,015 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 Leesburg

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM