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Best financial advisors in Monticello, IN

Registered advisers within 25 miles of Monticello, IN.

Offices
40
Firms
20
Combined AUM
$3.78T
Firm-wide filings, not assets booked only here
Clients
1.06M
1,056,081 clients when Item 5C has a number
Avg / client
$3.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PAMPEL & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
LPL ENTERPRISE, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
STONEX ADVISORS INC.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
CAE INVESTMENT ADVISORY, LLC
CALTON & ASSOCIATES, INC.

Investors

Kristina Hunt-Shidler
Micah Zehr
ERIC JONATHON PAMPEL
AUSTIN WOOLLEY
KORY MICHAEL ARVIN
Adam D Barber
JARED KENDRICK ANDERSON
STACY D HALL
SHANNON JOSEPH MATTIX
CHRISTOPHER EDWARD DOLD
STEPHEN D DOLD
SHAWN DAVID WHITCRAFT
Adam Blankenberger
RICHARD JEFFERY QUIRK
NICOLAS WILLIAMS
MATTHEW JAMES MEEK
DEREK R FISHER
DAVID JOHN WORKMAN
Matthew Jennings
Alyssa Marie Chapman
Ashleigh Nichole Hoover
Jon P Chapman
Anthony Ray Chapman
Amanda Anne Hedrick
Wendy Marie Orpurt
DAVID MARK SHARP
Christine M Bogan
Kenneth Aaron VanHouten
Brock Hurley

Within 25 miles of Monticello, IN, Best Investors lists 20 registered investment advisory firms with 40 offices nearby, managing about $3.78T in combined regulatory AUM across 1,056,081 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 Monticello

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM