Best financial advisors in Liberty, IN

Registered advisers within 25 miles of Liberty, IN.

Offices

44

Firms

20

Combined AUM

$3.86T

Firm-wide filings, not assets booked only here

Clients

1.06M

1,063,408 clients when Item 5C has a number

Avg / client

$3.63M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

7 E Union St
Liberty, IN 47353-1346

EDWARD JONES

521 N Central Ave STE D
CONNERSVILLE, IN 47331

11.5 miles away

EDWARD JONES

114 W 5TH ST SUITE A
CONNERSVILLE, IN 47331

11.5 miles away

USA FINANCIAL SECURITIES LLC

126 W. 6th Street
Connersville, IN 47331

11.5 miles away

EDWARD JONES

3040 N WESTERN AVENUE
CONNERSVILLE, IN 47331

11.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

115 Canyon Pkwy
Connersville, IN 47331

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

31 Lynn Ave.
Oxford, OH 45056

12.1 miles away

EAGLE STRATEGIES LLC

5995 FAIRFIELD ROAD SUITE 1
OXFORD, OH 45056

12.2 miles away

CETERA INVESTMENT ADVISERS LLC

5995 FAIRFIELD ROAD SUITE 5
OXFORD, OH 45056

12.2 miles away

LPL FINANCIAL LLC

5995 FAIRFIELD ROAD, #2
OXFORD, OH 45056

12.2 miles away

J.P. MORGAN SECURITIES LLC

20 WEST HIGH STREET
OXFORD, OH 45056

12.4 miles away

EDWARD JONES

335 S COLLEGE AVE SUITE 102
OXFORD, OH 45056

12.5 miles away

LPL FINANCIAL LLC

108 S MORTON AVE
CENTERVILLE, IN 47330

EDWARD JONES

404 WEST MAIN STREET
CENTERVILLE, IN 47330

SPECTRUM ADVISORS FINANCIAL, LLC

108 SOUTH 7TH STREET
RICHMOND, IN 47374

14.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

901 S A St
Richmond, IN 47374-5521

14.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1110 S A ST
RICHMOND, IN 47374-5526

14.3 miles away

LPL FINANCIAL LLC

431 W MAIN ST
RICHMOND, IN 47374-4163

14.3 miles away

LPL FINANCIAL LLC

20 NORTH 9TH ST
RICHMOND, IN 47374

14.4 miles away

EDWARD JONES

1604 EAST MAIN STREET
RICHMOND, IN 47374

14.5 miles away

Firms

USA FINANCIAL SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EAGLE STRATEGIES LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

SPECTRUM ADVISORS FINANCIAL, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Gena Louise Hartman

SAMUEL B HARVEY

Devin Patrick Hornsby

CINDY LYN BERNZOTT

ANDREW JAMES VAN ERP

WILLIAM JOSEPH SCHAFER

MICHAEL ALAN RUDOLPH

JESS ELLIOT BENNETT

AARON ALEX AMES

ROGER DEAN AMES

SHELLIE NICOLE BAUGH

Phillip F Abshire

Thomas Scott Bevington

GARY WAYNE BUCHANAN

Trent D Reichley

Anthony J Talbert

DONALD HUGH HOUSE

Joseph Randall Wesley

Donald Edgar Bates

ROBERT FREDERICK WALES

BRIAN EDWARD LONGBONS

Camden R Rhoades

TRAVIS JAY KOHN

Robert F. Gilman

Within 25 miles of Liberty, IN, Best Investors lists 20 registered investment advisory firms with 44 offices nearby, managing about $3.86T in combined regulatory AUM across 1,063,408 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

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM