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Best financial advisors in New Castle, IN

Registered advisers within 25 miles of New Castle, IN.

Offices
89
Firms
33
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
898K
897,777 clients when Item 5C has a number
Avg / client
$5.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARKWOODS WEALTH PARTNERS, LLC
HARBOUR INVESTMENTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
ROCKMAN MADE WEALTH MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Michelle Marie Frazier
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent
Erika Jean Hayes
AMANDA LIN NORRIS
Erika Dawn Gilman
DOUGLAS RAY MEIER
Lee Hartman
RYAN CURTIS LAWSON
Kylee Marie Teague
Wilbur Kenneth Teague
Derek Michael Davis
JACOB ANDREW HART
Teresa Jackson
Benjamin Edward Crawford
Kevin Thomas Sanborn
William Bradley Lashbrook
BRANDT JONATHAN KARNES
REID ALEXANDER LONG
ROBERT WAYNE TYLER
CHRISTOPHER SCOTT BUNCH
JILLIAN ELAINE CULY
Kristopher Lee Aschbrenner
Dean Edwin Meyers
Andrew Michael Hewitt
Colleen Nicole Cooper

Within 25 miles of New Castle, IN, Best Investors lists 33 registered investment advisory firms with 89 offices nearby, managing about $4.64T in combined regulatory AUM across 897,777 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 New Castle

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