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Best financial advisors in Markle, IN

Registered advisers within 25 miles of Markle, IN.

Offices
179
Firms
70
Combined AUM
$6.94T
Firm-wide filings, not assets booked only here
Clients
2.19M
2,188,241 clients when Item 5C has a number
Avg / client
$3.17M
Combined AUM ÷ clients

Nearby offices

Firms

WELLTH ADVISORY SERVICES, LLC
ONEASCENT FINANCIAL SERVICES LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
ANWEILER FINANCIAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INVST, LLC
KROUSE STUREMAN & ASSOCIATES, INC.
MOUNTAIN PEAK WEALTH ADVISORS, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Investors

MICHAEL TAYLOR HARVILL
JOSHUA STUART SMITH
Zachary Christopher Colpaert
Dustin Bantz
DONNA J FOSDICK-BAUMANN
Phillip Sollman
Cayden Christopher Alexander
ALLISON SIEGEL
Blayne Hammel
James Joseph Solon
Kathryn Gay Crager
CINDY LOUISE HOFFMAN
Kelly Kelly
Nick James
TODD JEFFREY NEWKIRK
SANDRA CACEUS-NEWKIRK
Barbara Ann Rafalowski
ROBERT DALE ANWEILER
JOHN MICHAEL PARKER
Parker Daniel Watts
Brian Douglas Clay
Teresa Ann Lebo
Justin Robert Moon
RYAN C HOCH
OLIVIA KAY Hinen
ANTONY P. STUREMAN
Dalton Bradley Atchison
Austin Chandler Presley
JEFFREY KEITH PRESLEY
GREGORY SHIRK

Within 25 miles of Markle, IN, Best Investors lists 70 registered investment advisory firms with 179 offices nearby, managing about $6.94T in combined regulatory AUM across 2,188,241 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 Markle

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM