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Best financial advisors in Milford, IN

Registered advisers within 25 miles of Milford, IN.

Offices
124
Firms
43
Combined AUM
$5.34T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,158,511 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VECTOR FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
KORHORN FINANCIAL GROUP
SILVER OAK SECURITIES, INCORPORATED
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Jeffery Kenneth Goralczyk
Matthew Evan Schwartz
Shawn Marie Skaggs
DANIEL VICTOR BUCHMAN
DOUGLAS EDWARD KRONK
BRIAN N SLABAUGH
JARED SCOTT MILLER
Zachary Evan Broadwick
Deborah Jean Ayres
GRANT MITCHELL SCHROCK
David Randall Kauffman
Trevor Shields
Jerry W Koontz
ADAM CHRISTOPHER LEEPER
AUSTIN JACOB DUNITHAN
Christopher M Eberly
Jennifer Marie Nelson
CHRISTOPHER FRAZZETTA
Brian Alan Whiteneck
KYLE J WURTZEL
ANDREW SCOTT LEWIS
Ashley Nicole Brewer
Jason Benjamin Ellis
DAVID DUANE JONES
Joshua Jones
DAVID MICHAEL ROBERTSON
JESSICA M BRICKER

Within 25 miles of Milford, IN, Best Investors lists 43 registered investment advisory firms with 124 offices nearby, managing about $5.34T in combined regulatory AUM across 1,158,511 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 Milford

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM