Best Investors Account Sign in

Best financial advisors in Mccordsville, IN

Registered advisers within 25 miles of Mccordsville, IN.

Offices
721
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

EDWARD JONES
HOLISTIC FINANCIAL PARTNERS, LLC
VESTIA PERSONAL WEALTH ADVISORS
BLEND WEALTH
KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AVALON WEALTH ADVISORY, INC.
PNC WEALTH MANAGEMENT LLC
ZAKI FINANCIAL LLC
LPL FINANCIAL LLC
FINANCIAL ENHANCEMENT GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.
CFG WEALTH MANAGEMENT SERVICES INC
WEALTHCARE FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Tania L Campbell-Cruser
JASON CHRISTOPHER LLEWELLYN
MARK ROBERT HILDEBRAND
JULIE MICHELLE DANT
Mark Elliott Idzik
Luke Bradley Walters
CAMERON DONALD HEASLEY
JAMES CHRISTOPHER MILLER
ALEXIS LYNN WOODWARD
TIMOTHY BRAD WOODWARD
MARK WILLIAM HAMELMANN
DAVID MICHAEL FAIRMAN
BRIAN THOMAS JOHNSON
STEVE JOHN SPELDE
KELLY SUE CAVANAUGH
BRIAN MATTHEW MILLER
MATTHEW JON CROOKS
STEPHEN LEE ROBERTS
ANDREW STEVEN DIXON
TED WALKER GAUTIER
ANDREW JACOB THOMAS
GEOFFREY J MALKO-RASMUSSEN
NATALIE MAE PEI
BENJAMIN GOSHORN-MARONEY
COURTNEY YVONNE WILLEY
CONNER HOBBS
Scott Alan Gamble
Derek Wanner
EVAN JAMES WERCKENTHIEN
JEFFREY ALAN MOHEBAN
MATTHEW ALLAN ECKERT
JASON SCOTT ARMBRUST
NICOLE MARIE YANKAUSKAS
Crystal Arlene Jacquay
Nikolas Blayze Schweitzer
Ali Belal Saltagi
Ahmad Rami Saltagi
MATTHEW EARL BOSE
NATHANIEL EDWARD ZIMMERMAN
PAUL ALBERT MCINTOSH
SAMANTHA MAE BUSH
Monica Lynn Ross
KYLE NEAL KENT
GRANT GARNER SOLIVEN
Seth Michael Grimme
BEAU ANDREW BRADLE
Aaron Jacob Hunt
JONATHAN WAYNE HARRIER
MICHAEL DILLARD PUCKETT
Kathryn L. Coleman
JEFFREY LAWRENCE WATSON
Hilary Burkhardt
CRISTINA ROSE ESSLING

Within 25 miles of Mccordsville, IN, Best Investors lists 266 registered investment advisory firms with 721 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 Mccordsville

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