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Best financial advisors in New Washingtn, IN

Registered advisers within 25 miles of New Washingtn, IN.

Offices
335
Firms
137
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
3.08M
3,077,381 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PNC WEALTH MANAGEMENT LLC
SPC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
EAGLE STRATEGIES LLC
DEMETER TACTICAL INVESTMENTS CORP.
OFF CAMBER CREATIVE LLC
ROBERT W. BAIRD & CO. INCORPORATED

Investors

WILLIAM MAURICE MORIARTY
Amanda Grace Connaughton
Zachary Stephen Van Zant
Robin Hollis Lawson
Allison Fietsch
WILLIAM TAYLOR KEMPER
JARED KEMPER
Broderick Solomon
DALE ALLEN ROBINSON
Robyn Brading
Amy Gilbert
James Matthew Adams
Chad Thomas Lewis
RYAN MICHAEL OLIVER
MARK HENDERSON
NICKOLUS LANORRIS STEPHENS
Matthew Scott Williams
ROBIN TOTTY BROWN
Richard Lee King
ROBERT HAWLEY QUAIFE
STEPHAN JOHN UNGER
Jeffrey Mark Smith
JEFFREY ALLAN SEXTON
JONATHAN T BRADLEY
Philip John Steele
Nicholas George Schafer
KYLE ALLEN LANTER
James Alan Leveille

Within 25 miles of New Washingtn, IN, Best Investors lists 137 registered investment advisory firms with 335 offices nearby, managing about $13.4T in combined regulatory AUM across 3,077,381 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 Washingtn

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM