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Best financial advisors in New Middletown, IN

Registered advisers within 25 miles of New Middletown, IN.

Offices
238
Firms
87
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.36M
2,362,393 clients when Item 5C has a number
Avg / client
$4.24M
Combined AUM ÷ clients

Nearby offices

Firms

GENEOS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
ARCHER INVESTMENT CORPORATION
ROBERT W. BAIRD & CO. INCORPORATED
PLENTIFUL WEALTH, LLC
RIVER ROAD ASSET MANAGEMENT, LLC
WARLOCK LTD.
J.P. MORGAN SECURITIES LLC
TODD ASSET MANAGEMENT LLC
PNC REAL ESTATE
PNC WEALTH MANAGEMENT LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.
OSAIC WEALTH, INC.

Investors

AUSTIN R JAMISON
ERIC H WINT
Nicholas Fellows
NICHOLAS ANTHONY PFEIFFER
JAMES DOUGLAS ANDERSON
REX A. DAVIDSON
John R Craddock
BRYAN ASHLEY SPERRY
ELIZABETH MOORE FIELDS
JESSICA LEE NEWMAN
Adrienne M Hayes
Reece Stephens
LAURIE ANNE SKEEN
JEANNIE LYNN OSTER
ANNE MARIE BRANDON
LEIGH E Staples Ralston
Marcia L Henderson
L CHASE SPEIDEN
KRISTINA LEIGH RICHARDS
ROBERT LEAMON CRADY
SAM CLAY ELLINGTON
Angela Higgins
SCOTT JAMES IRONSIDE
Derek J Bonifer
MARK KEVIN NICKEL
ELIZABETH C KAPLAN
JOHN ALLEN MASCARICH
SCOTT MATHEW DURHAM
BETTY JANE THOMAS
JOHN CRATES WATKINS
CORY JOE GERKIN
Margaret Kelly Mrsic
NICHOLAS D REISENBICHLER
Colin W Evans
JOSHUA LOGAN SMITH
CHRISTOPHER COLLIN BOONE
TREY MICHAEL MULLIGAN
WILLIAM FOX WEST
BRENT CHARLES GILLIES
MICHAEL KUHN
DOMINICK OCCHIATO
John F Stepp
Bradley Stephen Henderson
Bradley Robert Fry
Logan Ray Reisinger
AMBER RAYE WILLOUGHBY
GAIL BURKE TWAY
ROSS ALAN DEMMERLE
YANO KARIM TOUMA
ANGELA LYNETTE LUEKE
DANIEL RASI MILLER
NICHOLAS JOSEPH TOMPKINS
James R McCarty
DARON MORGAN VAN VACTOR
JOSEPH ROSS MAYFIELD
Curtiss M Scott
William A McClure
Grant K Rohleder
JAMES REID ALLEN
ANDREW WILTON MEANS
DAVID BENFIELD BURKS
Matthew T Dilbeck
Jeb Austin Jarrell
SHERRY DAWN CARRICO
Dallas G Polk
JOHN CLETUS HOLDEN
Shaun Christopher Siers
CURTISS MILLER SCOTT
JOHN JAMES WHITE
Matthew Brown
NICHOLAS ROBERT STEWART
JENNIFER DIANE BRETNITZ
Jason Sterrett
Teresa Carol Knear Solorzano
Travis Lee Mahan
Adam King Miller
MATTHEW LAROY BENHAM
Samantha N Petter
JON CHRISTIAN BOHNERT
STEPHEN VINCENT CORSI
VINCENT THOMAS CORSI
DONALD WILLIAM HOOK
SAMUEL EVINS HUNTER
JIM ERNEST HUNTER
RONALD SCOTT KNIGGE
SARAH G. DIFFENDERFER
JEFFREY WRIGHT

Within 25 miles of New Middletown, IN, Best Investors lists 87 registered investment advisory firms with 238 offices nearby, managing about $10.0T in combined regulatory AUM across 2,362,393 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 Middletown

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM