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Best financial advisors in Mount Ayr, IN

Registered advisers within 25 miles of Mount Ayr, IN.

Offices
15
Firms
10
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
727K
726,893 clients when Item 5C has a number
Avg / client
$3.98M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
HORACE MANN INVESTORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
OSAIC INSTITUTIONS, INC.
J.P. MORGAN SECURITIES LLC

Investors

NEIL DAVID KLEMME
RONALD ALLEN WALLMAN
Sean Matthew Yallaly
Kenneth Aaron VanHouten
Brock Hurley
ARTHUR DAVID LONG
Christine M Bogan
TIRA LEE CLEMENT
WILLIAM CASEY GUISINGER
NORMA JEAN SIMS
DEREK TIMOTHY STEGENGA
Robert John Bryant
NICOLAS WILLIAMS
Courtney Aaron Rooze
Mark T Eberhart
Morgan Olivia Lange
Terrence Gerard Michalik
Charles A Cady

Within 25 miles of Mount Ayr, IN, Best Investors lists 10 registered investment advisory firms with 15 offices nearby, managing about $2.89T in combined regulatory AUM across 726,893 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 Mount Ayr

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM