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Best financial advisors in Liberty Center, IN

Registered advisers within 25 miles of Liberty Center, IN.

Offices
99
Firms
29
Combined AUM
$4.74T
Firm-wide filings, not assets booked only here
Clients
2.15M
2,151,615 clients when Item 5C has a number
Avg / client
$2.20M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
LINCOLN INVESTMENT
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
ONEASCENT FINANCIAL SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ERIC STEVEN BLESSING
MICHAEL BOBILYA
ALEXANDER KERRY KISTLER
RANDALL KERRY KISTLER
JOSEPH LOUIS STREVELER
DANIELLE MARIE THOMPSON
NATHAN ALLAN SHELTON
Jeremy Edward Penrod
Jeremy Matthew Todd
DUSTIN JAMES STAHLEY
ERIN KAE GILBERT
Kaden Laine Bussel
David Timothy Bresnahan
KIM LINETTE GENTIS
Jeremy James Rufener
Douglas L. Fear
Spencer N Fear
Kimberly Marie Hart-Paxson
Dennis Lee Ealing
Trent Moore
Larry Alan Smith
TIFFANY JO DAWSON
ROBERT JEROME TAYLOR
Taylor William Davis
Scott A Atkinson
Trent Andrew McBride
Steven Blomeke

Within 25 miles of Liberty Center, IN, Best Investors lists 29 registered investment advisory firms with 99 offices nearby, managing about $4.74T in combined regulatory AUM across 2,151,615 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 Liberty Center

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM