Best financial advisors in Needham, IN

Registered advisers within 25 miles of Needham, IN.

Offices

304

Firms

100

Combined AUM

$9.75T

Firm-wide filings, not assets booked only here

Clients

2.77M

2,770,469 clients when Item 5C has a number

Avg / client

$3.52M

Combined AUM ÷ clients

Nearby offices

HARDWICK CAPITAL MANAGEMENT, LLC

25 PUBLIC SQUARE, SUITE 200
SHELBYVILLE, IN 46176

CETERA INVESTMENT ADVISERS LLC

622 N Madison Ave Ste 10
Greenwood, IN 46142

LPL FINANCIAL LLC

16 PUBLIC SQUARE, SUITE B
SHELBYVILLE, IN 46176

EDWARD JONES

22 HOWARD STREET
Shelbyville, IN 46176

EDWARD JONES

1520 S HARRISON ST
SHELBYVILLE, IN 46176

10.1 miles away

J.P. MORGAN SECURITIES LLC

7120 EMBLEM DRIVE
INDIANAPOLIS, IN 46237

10.1 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

6925 S EMERSON AVE
INDIANAPOLIS, IN 46237

10.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

8823 MADISON AVENUE
Indianapolis, IN 46227

10.3 miles away

MARIAN INVESTOR COACHING, INC.

698 OLDEFIELD COMMONS DRIVE SUITE 1
GREENWOOD, IN 46142

10.4 miles away

EDWARD JONES

698 OLDEFIELD COMMONS DR STE 3
GREENWOOD, IN 46142

10.4 miles away

PNC WEALTH MANAGEMENT LLC

6755 SOUTH EMERSON
INDIANAPOLIS, IN 46237

10.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

611 W County Line Rd
Greenwood, IN 46142-4361

10.5 miles away

FIFTH THIRD SECURITIES, INC.

4040 EAST SOUTHPORT ROAD
INDIANAPOLIS, IN 46237

10.8 miles away

WERNER FINANCIAL

4022 E SOUTHPORT ROAD
INDIANAPOLIS, IN 46237

10.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

4010 E Southport Rd
Indianapolis, IN 46237

10.8 miles away

EDWARD JONES

8719 SOUTHEASTERN AVENUE
WANAMAKER, IN 46239

10.8 miles away

J.P. MORGAN SECURITIES LLC

8910 U.S. 31 SOUTH
INDIANAPOLIS, IN 46227

10.9 miles away

FIRST HEARTLAND CONSULTANTS, INC.

6745 S. GRAY ROAD SUITE A
INDIANAPOLIS, IN 46237

10.9 miles away

EDWARD JONES

3725 E SOUTHPORT RD STE C
INDIANAPOLIS, IN 46227

EDWARD JONES

3056 W STONES CROSSING ROAD SUITE B
GREENWOOD, IN 46143

Firms

HARDWICK CAPITAL MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

MARIAN INVESTOR COACHING, INC.

PNC WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

WERNER FINANCIAL

FIRST HEARTLAND CONSULTANTS, INC.

Investors

WILLIAM BRIAN HARDWICK

SHELLEE PIETRAS

BRANDON Lee KNOP

SCOTT DALE CARMONY

Crystal Catherine Neil

SARAH LYNN HUGUS

Benjamin Purvis

BRADLEY KYLE COLE

James Angelopoulos

Pushpak K Peddi

Danny R Jackson

DOUGLAS LEE MILLER

BRYAN LEE WEISS

JOSEPH MATTHEW RAY

Scott Bailey Frye

KRISTOPHER SCHWARTE

Jorge A Hernandez

RODNEY DEWAYNE SMITH

JASON MICHAEL WERNER

CURTIS MATTHEW REESER

STEVEN PHILIP OLEKSIW

Jacob Isaac Shore

Andrew Michael Ashcraft

Elisavet Gravani

JULIA R PHILLIPS

Nicholas Rebman

DENNIS JAY MEYER

Kendrick Mikel Tunstall

Nathanael Allen

Autumn Sara Green

Shane Scott Matthews

Within 25 miles of Needham, IN, Best Investors lists 100 registered investment advisory firms with 304 offices nearby, managing about $9.75T in combined regulatory AUM across 2,770,469 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 Needham

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