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Best financial advisors in Mc Cordsville, IN

Registered advisers within 25 miles of Mc Cordsville, IN.

Offices
717
Firms
266
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,038 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
IMPACT PARTNERSHIP WEALTH, LLC
HELIX WEALTH
TRANSAMERICA RETIREMENT ADVISORS, LLC
OSAIC WEALTH, INC.
J. W. COLE ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC

Investors

Cally Caroline Seefeldt
Fermon L Owens
KEVIN BROCK SMITH
JACOB CRAIG
Ryan Gravelin
Michael Eugene Ayers
CHRISTOPHER J HOWARD
Vern F. Roach
TRAVIS LEE RIVERS
HALEH RAZAVI KRAUTER
Gregory Dean Sylvester
JAMES EDISON WILLARD
JAISUK KIM
Brody John Brumm
Luke D Bays
Adam Phillip Renbarger
JONATHAN ROSS PINYOT
JOSEPH DANIEL STRACK
CORY JOSEPH SHOOK
DIPEN KISHORE MEHTA
RANDALL SCOTT KENSINGER
JAY BARRETT BARCLAY
MICHAEL P MCCORMICK
ROBERT GENE BERGER
BENJAMIN JOSEPH STROPE
NANCY LYNN BECK
ELIZABETH ERIN DRURY
Shannon L Jump
Danielle Lee Halliday

Within 25 miles of Mc Cordsville, IN, Best Investors lists 266 registered investment advisory firms with 717 offices nearby, managing about $15.4T in combined regulatory AUM across 3,116,038 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 Mc Cordsville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM