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Best financial advisors in New Market, IN

Registered advisers within 25 miles of New Market, IN.

Offices
27
Firms
9
Combined AUM
$2.98T
Firm-wide filings, not assets booked only here
Clients
772K
771,758 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
J. W. COLE ADVISORS, INC.
WABASH CAPITAL, INC.

Investors

Jimmie Earl Richardson
Scott David Gambrel
Caleb Wilson
TOREY LEE RAUCH
Bradley James Gonso
Tyler Scott Baer
JASON SCOTT WAGNER
Nathan Eslinger
Eric Ryan Byers
Monti Jean Byers
Jessica Maureen Lynk
Amanda Louise Laney
ERICH WILLIAM RAASCH
Vernon Grant Stewart
Jeffrey Kendall Jackson
Jennifer Jackson
HEATHER MARIE TAYLOR
GINGER A SCOTT
Jacqueline Michelle Ellis
BRAD J TUCKER
Jeffrey Scott Lewis
Zachary Robert Schroeder
Trevin Thomas Poole

Within 25 miles of New Market, IN, Best Investors lists 9 registered investment advisory firms with 27 offices nearby, managing about $2.98T in combined regulatory AUM across 771,758 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 Market

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM 8 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM