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Best financial advisors in Mooresville, IN

Registered advisers within 25 miles of Mooresville, IN.

Offices
277
Firms
97
Combined AUM
$9.85T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,773,880 clients when Item 5C has a number
Avg / client
$3.55M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
FIFTH THIRD SECURITIES, INC.
FIRST HEARTLAND CONSULTANTS, INC.
GUNNELL FINANCIAL PLANNING
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
SUNRIFT CAPITAL PARTNERS LLC

Investors

Larry Scott Neal
Emma Grace Schiefer
JULIANNA DAWN MORALES
DAVID NORMAN BROWN
COREY JAMES CORDRAY
WILLIAM MARTIN WITTE
Benjamin James Pendill
Timothy Martin
Chad Lee Baldwin
Bry C Howard
William O'Neal
Yetunde Ajayi
John Landis Dowell
Travis Schnell
JENNIFER PATRICIA AYERS
Kyle Jo Archer
James Cavitt
Evan Samuel Moore
Sybrand Dirk Vermeulen
EDWARD LEE GUNNELL
Eric Michael Randel
Chad Michael Hauskins
ANISSA ANN VEON
DUSTIN WADE STONEBRAKER
JASON DAVID STUCKY
DUSTIN WILLIAM HUNTER

Within 25 miles of Mooresville, IN, Best Investors lists 97 registered investment advisory firms with 277 offices nearby, managing about $9.85T in combined regulatory AUM across 2,773,880 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 Mooresville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM