Best financial advisors in New Trenton, IN

Registered advisers within 25 miles of New Trenton, IN.

Offices

184

Firms

61

Combined AUM

$8.09T

Firm-wide filings, not assets booked only here

Clients

1.27M

1,273,229 clients when Item 5C has a number

Avg / client

$6.36M

Combined AUM ÷ clients

Nearby offices

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

1012 HARRISON AVE SUITE 2
HARRISON, OH 45030

STATE FARM INVESTMENT MANAGEMENT CORP.

1013 Harrison Ave
Harrison, OH 45030

EDWARD JONES

1940 Jamison Dr Ste 103
Bright, IN 47025

FIFTH THIRD SECURITIES, INC.

10477 HARRISON AVE
HARRISON, OH 45030

AE WEALTH MANAGEMENT, LLC

10403 Harrison Ave
Harrison, OH 45030

AE WEALTH MANAGEMENT, LLC

10403 Harrison Ave Ste 100
Harrison, OH 45030

LPL FINANCIAL LLC

9676 DRY FORK RD.
HARRISON, OH 45030

STONEX ADVISORS INC.

601 Main Street
Brookville, IN 47012

STRATEGIC ADVISERS LLC

19930 ALPINE DR
LAWRENCEBURG, IN 47025

10.8 miles away

FIFTH THIRD SECURITIES, INC.

4100 HAMILTON CLEVES RD
CLEVES, OH 45002

12.3 miles away

PNC WEALTH MANAGEMENT LLC

ONE NORTH MIAMI AVENUE
CLEVES, OH 45002

13.2 miles away

FIFTH THIRD SECURITIES, INC.

4005 HAMILTON CLEVES ROAD
HAMILTON, OH 45014

14.1 miles away

CETERA INVESTMENT ADVISERS LLC

3707 ROSSGATE COURT UNIT C
HAMILTON, OH 45013

14.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

41 W Eads Pkwy
Lawrenceburg, IN 47025-1683

14.9 miles away

FIFTH THIRD SECURITIES, INC.

431 WEST EADS PARKWAY
LAWRENCEBURG, IN 47025

LPL FINANCIAL LLC

409 WALNUT ST
LAWRENCEBURG, IN 47025

15.1 miles away

EDWARD JONES

210 WALNUT STREET
LAWRENCEBURG, IN 47025-1840

15.2 miles away

LPL FINANCIAL LLC

6581 HARRISON AVE.
CINCINNATI, OH 45247

15.2 miles away

CETERA INVESTMENT ADVISERS LLC

131 E HIGH ST
LAWRENCEBURG, IN 47025

15.2 miles away

EDWARD JONES

119 WALNUT ST
LAWRENCEBURG, IN 47025

15.3 miles away

Firms

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

AE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

STONEX ADVISORS INC.

STRATEGIC ADVISERS LLC

PNC WEALTH MANAGEMENT LLC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

ROBERT LANE JOHNSON

RICHARD JOHN JOHNSON

Lonny D Barnett

STEVE MICHAEL TUCHFARBER

CALEB DWIGHT LA COURSE

Austin Matthew Ford

Adam Scott Norman

Spencer Loren Ford

SANDRA GAIL Davis-Skeen

Brayden Mitchell Rouse

BRAD MICHAEL TEBBE

Katharine Helen Burger

JACKLINH M TRAN

Kristopher Mcknight

STEVEN G SCHNELL

Benjamin Thomas Tunney

Sarah Dupuy-Rasmussen

Jacob Morrissey

LISA ANN FOSTER

BRIAN MATTHEW BUSHMAN

GARRY W RUTLEDGE

PRISCILLA D MOORE

Anthony Resendes

Zachary L Brown

RICHARD ALAN LAMMERING

ERIC DAVID OATMAN

Meghan Horine-Schafer

SARAH FRANCES POTT

MICHAEL ALAN KRAMER

KIPP LEE NEWMAN

Zachary Mollaun

Kevin Joseph Schafer

Within 25 miles of New Trenton, IN, Best Investors lists 61 registered investment advisory firms with 184 offices nearby, managing about $8.09T in combined regulatory AUM across 1,273,229 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 Trenton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM