Best Investors Account Sign in

Best financial advisors in Metamora, IN

Registered advisers within 25 miles of Metamora, IN.

Offices
37
Firms
18
Combined AUM
$5.09T
Firm-wide filings, not assets booked only here
Clients
957K
957,078 clients when Item 5C has a number
Avg / client
$5.32M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
AE WEALTH MANAGEMENT, LLC
STRATEGIC ADVISERS LLC

Investors

Lonny D Barnett
John J. Wernke
ROBERT LANE JOHNSON
RICHARD JOHN JOHNSON
JAMES M SHEA
Tony L Fudge
Gregory Dale Stinson
Kendall Manlief
WILLIAM JOSEPH SCHAFER
MICHAEL ALAN RUDOLPH
JESS ELLIOT BENNETT
AARON ALEX AMES
ROGER DEAN AMES
ANDREW JAMES VAN ERP
Phillip F Abshire
SHELLIE NICOLE BAUGH
RYAN L. FINK
Erica Parsons
STEVE MICHAEL TUCHFARBER
CALEB DWIGHT LA COURSE
MARRISA MICHELLE TAYLOR
Devon Niehoff
Austin Matthew Ford
Adam Scott Norman
ROGER LEE FORD
Spencer Loren Ford
Luke Bowman
SANDRA GAIL Davis-Skeen
Brayden Mitchell Rouse
JACKLINH M TRAN

Within 25 miles of Metamora, IN, Best Investors lists 18 registered investment advisory firms with 37 offices nearby, managing about $5.09T in combined regulatory AUM across 957,078 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 Metamora

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM