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Best financial advisors in Mount Zion, IN

Registered advisers within 25 miles of Mount Zion, IN.

Offices
54
Firms
14
Combined AUM
$4.03T
Firm-wide filings, not assets booked only here
Clients
463K
462,637 clients when Item 5C has a number
Avg / client
$8.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

Adam Richard Siegelin
Mark A. Siegelin
Ryan Matthew Jones
Joshua S Bowlin
Robert M. Sisson
JAMES PERRY WOLFE
Dennis Lee Ealing
John Ryan Nelson
Joshua David Thacker
Trent Moore
Larry Alan Smith
Amy Marie Sullivan
Susan Street
Tyler James Olson
Wayne Gene Denger
JOHN H SHANK
JARROD CODY MCKEE
BENJAMIN JOHN VINEYARD
TIFFANY JANE HAUPERT
Karen Marie Rupert

Within 25 miles of Mount Zion, IN, Best Investors lists 14 registered investment advisory firms with 54 offices nearby, managing about $4.03T in combined regulatory AUM across 462,637 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 Zion

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM