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Best financial advisors in Montpelier, IN

Registered advisers within 25 miles of Montpelier, IN.

Offices
56
Firms
19
Combined AUM
$4.49T
Firm-wide filings, not assets booked only here
Clients
954K
953,773 clients when Item 5C has a number
Avg / client
$4.71M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BFC PLANNING, INC.
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
LINCOLN INVESTMENT
KESTRA ADVISORY SERVICES, LLC
CAPITAL CITIES INVESTMENTS
CETERA INVESTMENT ADVISERS LLC
ONEASCENT FINANCIAL SERVICES LLC

Investors

Kimberly Marie Hart-Paxson
TIFFANY JO DAWSON
ROBERT JEROME TAYLOR
Taylor William Davis
Robert M. Sisson
Jeremy James Rufener
Heath David Slain
ALEXANDER KERRY KISTLER
RANDALL KERRY KISTLER
ERIC STEVEN BLESSING
MICHAEL BOBILYA
DANIELLE MARIE THOMPSON
Jeremy Edward Penrod
JOSEPH LOUIS STREVELER
NATHAN ALLAN SHELTON
BRYAN KEITH ALEXANDER
Jeremy Matthew Todd
DUSTIN JAMES STAHLEY
ERIN KAE GILBERT
Kaden Laine Bussel
David Timothy Bresnahan
KIM LINETTE GENTIS
Douglas L. Fear
Spencer N Fear
ANNETTE RENEE ALEXANDER
TAMRA D KAUFMAN
Cooper Elijah Jacks
TROY ALLEN JACKS
Heath Aaron Crouch

Within 25 miles of Montpelier, IN, Best Investors lists 19 registered investment advisory firms with 56 offices nearby, managing about $4.49T in combined regulatory AUM across 953,773 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 Montpelier

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM