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Best financial advisors in New Harmony, IN

Registered advisers within 25 miles of New Harmony, IN.

Offices
104
Firms
41
Combined AUM
$6.65T
Firm-wide filings, not assets booked only here
Clients
2.16M
2,158,342 clients when Item 5C has a number
Avg / client
$3.08M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE WEALTH ADVISORS, LLC

Investors

AMY LOUISE JOHNSTON-HIGGS
BLAYNE CAMERON WORMAN
SHAWN DEWAYNE WORMAN
DERRICK THOMAS WELLS
Alexander Vantlin
Donna Lea Bolin
Alan Drew Heckert
Daniel Cathro
CRAIG C HUTTON
RYAN JAY KELLEY
GRAHAM BROCKETT BOLERJACK
LANCE AARON BARBRE
MELISSA LYNN CROW
HARRY DAVID MATHENY
Kaylee Rene Adams
ERIC ADAM RAHLFS
Andy Nicholas Acord
Rhett W Funk
David Caleb Hughes
Jack A Young
Ryan Michael Hubert
Brian Lowe
MATTHEW ALLEN RIORDAN
Cheryl Lavonne Daugherty
Marcus A Billingsly
Tyler Linson
BRITTNEY GENTRY
ROBERT CARL WOOSLEY
Clark Steven Stanfill

Within 25 miles of New Harmony, IN, Best Investors lists 41 registered investment advisory firms with 104 offices nearby, managing about $6.65T in combined regulatory AUM across 2,158,342 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 Harmony

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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