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Best financial advisors in New Palestine, IN

Registered advisers within 25 miles of New Palestine, IN.

Offices
707
Firms
263
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,116,082 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CORNERSTONE ADVISORY, LLC
CHARTER ADVISORY CORPORATION
DYNAMIC LEGACY PLANNING
KCPAG FINANCIAL ADVISORS LLC

Investors

REBEKAH ELIZABETH THOMAS
Stephen W Harris
Seth Nigel Wilson
Victoria Rust
Mary Kay Bell
Jeffrey Cleckner
Alex Joseph Stirn
Gregory Mark Rogers
DANIEL PATRICK BLACKLEY
BRADLEY CHARLES HUNCKLER
COREY ALAN JOHNSON
Samuel Beriault
Jacob Isaac Shore
Andrew Michael Ashcraft
Sarah Barnhart
Gregory Neil Knecht
STEVEN LEIGH BUCKSOT
GREGORY JAMES BREWER
WILLARD DEAN KLINK
THOMAS ARTHUR BUTLER
Erin Ice Layton
ROBIN B PALMER
JASON CHRISTOPHER WHITE
Chad Stevens
Ryan William Thomas
R JUSTIN SMITH
Brandon Joseph Smith

Within 25 miles of New Palestine, IN, Best Investors lists 263 registered investment advisory firms with 707 offices nearby, managing about $15.4T in combined regulatory AUM across 3,116,082 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 Palestine

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM