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Best financial advisors in Mooreland, IN

Registered advisers within 25 miles of Mooreland, IN.

Offices
73
Firms
29
Combined AUM
$5.30T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,027,897 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARKWOODS WEALTH PARTNERS, LLC
HARBOUR INVESTMENTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CARDINAL CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
ROCKMAN MADE WEALTH MANAGEMENT

Investors

Michelle Marie Frazier
Erika Jean Hayes
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent
AMANDA LIN NORRIS
Kylee Marie Teague
Wilbur Kenneth Teague
Erika Dawn Gilman
DOUGLAS RAY MEIER
RYAN CURTIS LAWSON
Lee Hartman
Maurice Evans Richardson
Matthew Arthur Haney
Dean Edwin Meyers
Andrew Michael Hewitt
Todd Ray Yarbrough
SARAH VIRGINIA MCCORD
LEE HOWARD SNIDER
Colleen Nicole Cooper
KATHRYN RAE KASTER
WILLIAM THOMAS ISAACS
CHRISTOPHER JORDAN MATCHETT
ALEXANDER THOM SULANKE
Derek Michael Davis
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS

Within 25 miles of Mooreland, IN, Best Investors lists 29 registered investment advisory firms with 73 offices nearby, managing about $5.30T in combined regulatory AUM across 1,027,897 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 Mooreland

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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM