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Best financial advisors in Milroy, IN

Registered advisers within 25 miles of Milroy, IN.

Offices
36
Firms
15
Combined AUM
$4.86T
Firm-wide filings, not assets booked only here
Clients
882K
881,535 clients when Item 5C has a number
Avg / client
$5.51M
Combined AUM ÷ clients

Nearby offices

Firms

MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
USA FINANCIAL SECURITIES LLC
CHARTER ADVISORY CORPORATION
LPL FINANCIAL LLC

Investors

Susan Shook
Joni Ann Dunn
Austin David Compton
SCOTT RICHARDS
PETER GERARD MACK
Gregory Alan Berkemeier
LAWRENCE JOSEPH MORAN
CINDY LYN BERNZOTT
JACOB ANDREW HART
Alex Riebsomer
Gena Louise Hartman
SAMUEL B HARVEY
Devin Patrick Hornsby
THOMAS ARTHUR BUTLER
Ethan Starkey
Grant Charles Lee
Michael Scott Mack
Rachel D Hubbard
ANDREW S. WINTERS
IAN KENNETH CLARK
CHARLES ROBERT LOW
SHANE MICHAEL CAVANAUGH
GARRY EUGENE AUTRY

Within 25 miles of Milroy, IN, Best Investors lists 15 registered investment advisory firms with 36 offices nearby, managing about $4.86T in combined regulatory AUM across 881,535 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 Milroy

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 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM