Best Investors Account Sign in

Best financial advisors in New Waverly, IN

Registered advisers within 25 miles of New Waverly, IN.

Offices
56
Firms
19
Combined AUM
$3.73T
Firm-wide filings, not assets booked only here
Clients
432K
432,047 clients when Item 5C has a number
Avg / client
$8.62M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CREATIVE FINANCIAL DESIGNS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
HARBOUR INVESTMENTS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MILESTONE ASSET MANAGEMENT, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
SMITH FINANCIAL
GETTINGS BUSCH WEALTH MANAGEMENT

Investors

NEAL ALLEN ROUCH
James S Boys
Robert Leavitt
JEFFREY WAYNE KLINKHAMER
DOUGLAS ROSS GEHRKE
George Parker Myers
Bryan Edwin Bell
Grant Gohmann
Kyle Smith
Matthew D. Williams
Justin Wayne Brady
Chas M Nelson
Lance Milan Nelson
ASHLEY CHIPPS
DEAN CURTIS HUSTON
CRAIG LEE DUNN
MARY KATHRYN SOMMERS CARDEN
JACKSON M BUSH
Jennifer Nichole Cole
Brandi Sue Jones
Kaley Alayne Lyons
Kenneth Jacob Brown
SALLIE JO BOWER
Thomas Avery Hayes
THOMAS BRIAN HAYES
JARED FOOTE
AARON TAYLOR SMITH
Blake William Brutus
RICHARD ALLEN SMITH
BROOKE LEIGH ROCKEY
Reed Alexander Hubbert
Brian David Iles
Jackson H Collins
WILLIAM J CARDWELL

Within 25 miles of New Waverly, IN, Best Investors lists 19 registered investment advisory firms with 56 offices nearby, managing about $3.73T in combined regulatory AUM across 432,047 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 Waverly

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 8 INDEPENDENT ADVISOR ALLIANCE, LLC 533 clients · 299 advisers $17.2B AUM