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Best financial advisors in Mishawaka, IN

Registered advisers within 25 miles of Mishawaka, IN.

Offices
204
Firms
67
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.67M
1,672,758 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITABLE ADVISORS, LLC
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
GOLDEN YEARS FINANCIAL ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
LPL ENTERPRISE, LLC

Investors

Joel Andrew Laidig
JAMES GERALD LEWIS
Kory Nash Meade
Ethan Charles Kreitner
KANE KARL BROLIN
BRIAN SCOTT JACKSON
Jonathan Edward Kintner
JAMES WILLIAM BRENNAN
Billie Jean Treber
RONALD ALLAN SILVERMAN
RYAN MICHAEL MURPHY
KEVIN SCOTT ANTHONY
Michael Ryan Anthony
James R Yazel
Stephen Cassell Miller
Shawn Michael Stevens
Tyler D. Glynn
Sunu George Thomas
DAVID JOSEPH KOTECKI
JUSTIN EARL BLAIN
STEVE ROBERT PISCHALKO
D. BRENT FENNEMA
Evan Daniel Fennema
CALEB JOHN LAIDIG
SHANE ALLEN MARTENS
JONATHAN WILLIAM CISNA
JENNIFER S WAGNEROWSKI
Ashley N Stantz
Lindsey A Downey
Bret Justin Forsyth
Daniel Patrick Nussbaum
ANGEL MARIE WARNER
MARCIA K KAMIAK
MICHELLE MARIE BRYANT
KAREN RENEE CARNES

Within 25 miles of Mishawaka, IN, Best Investors lists 67 registered investment advisory firms with 204 offices nearby, managing about $12.7T in combined regulatory AUM across 1,672,758 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 Mishawaka

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM