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Best financial advisors in Middlebury, IN

Registered advisers within 25 miles of Middlebury, IN.

Offices
127
Firms
44
Combined AUM
$9.10T
Firm-wide filings, not assets booked only here
Clients
1.38M
1,376,344 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
KEY INVESTMENT SERVICES LLC
PFS INVESTMENTS INC.
INTEGRATED FINANCIAL PLANNING SOLUTIONS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

DONALD EUGENE KUHN
Steven Lee Herbster
Briley Marie Herbster
Eric Stults
William Robert Clark
William Allen Clark
Aaron J Scholl
DAWN PEGGY BARRIER
Sheldon Quinn Shrock
Ross Michael Hougland
Paul M Gayler
Renee Lynn Yoder
Clint B Clark
Bryn Malagon
Tyler Rensberger
Holly Napier
Robert Dolan Lonie
MARSHALL HARVEY KELLEY
AARON CHARLES WIEAND
Joseph Benjamin Baier
Jacob Peattie
Katelyn Kelter
Charles Molloy
Katherine Gale Grusy
AMANDA J HILTON
DANE BLUE
Kyle David Koch
Kevin James Nice
Easton Wesley Dahlgren
John Wayne Beck
Myles Douglas Close
Ryan Scott Drake

Within 25 miles of Middlebury, IN, Best Investors lists 44 registered investment advisory firms with 127 offices nearby, managing about $9.10T in combined regulatory AUM across 1,376,344 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 Middlebury

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM