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Best financial advisors in Muncie, IN

Registered advisers within 25 miles of Muncie, IN.

Offices
80
Firms
32
Combined AUM
$4.72T
Firm-wide filings, not assets booked only here
Clients
978K
977,844 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

ROCKMAN MADE WEALTH MANAGEMENT
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CARDINAL CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
CREATIVE PLANNING
PFS INVESTMENTS INC.
DAVID P. GILLIAM & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LJI WEALTH MANAGEMENT, LLC

Investors

Dean Edwin Meyers
Andrew Michael Hewitt
Colleen Nicole Cooper
Todd Ray Yarbrough
KATHRYN RAE KASTER
SARAH VIRGINIA MCCORD
LEE HOWARD SNIDER
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
WILLIAM THOMAS ISAACS
CHRISTOPHER JORDAN MATCHETT
ALEXANDER THOM SULANKE
Ashley Natasha Hansard
JOSHUA D. MATTHEWS
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS
Zion Joseph Osner
Taylor William Davis
CHAD M GILLIAM
DAVID PAUL GILLIAM
Samuel E Campbell
CLINT ROBERT WILSON
Maurice Evans Richardson
JASON MATTHEW MAY
G Kristopher Jones
Shena R Bynum
Tanya Shaneyfelt
Aaron Curtis Hammond
TANNER SHAFFER COULTER
Brendan Patrick Kerrigan

Within 25 miles of Muncie, IN, Best Investors lists 32 registered investment advisory firms with 80 offices nearby, managing about $4.72T in combined regulatory AUM across 977,844 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 Muncie

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM