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Best financial advisors in Marion, IN

Registered advisers within 25 miles of Marion, IN.

Offices
45
Firms
13
Combined AUM
$3.90T
Firm-wide filings, not assets booked only here
Clients
432K
432,246 clients when Item 5C has a number
Avg / client
$9.03M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES & ASSOCIATES, INC.
EDWARD JONES
LPL FINANCIAL LLC
LINCOLN INVESTMENT
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
BFC PLANNING, INC.

Investors

CORY MICHAEL POWELL
Luke Nelson Mitchell
Michael Reynolds
MATTHEW JOSEPH ANDERSON
CHRISTINA S PAYNE
MYLON M LOGAN
Jarrad Kane Odle
James Roscoe Womack
Mark Allen Leming
Robert William Browder
THOMAS CHARLES SCHABO
JOHN D COLE
SCOTT LEE OLDS
Charles Bock
Ryne Michael Otis
Sabrina Wilds
Kristopher A Holtzleiter
NICHOLAS JAMES MCKINLEY
Alana D Billings
Ryan Matthew Jones
Joshua S Bowlin
Adam Richard Siegelin
Mark A. Siegelin
Heath Aaron Crouch
Heath David Slain

Within 25 miles of Marion, IN, Best Investors lists 13 registered investment advisory firms with 45 offices nearby, managing about $3.90T in combined regulatory AUM across 432,246 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 Marion

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM