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Best financial advisors in Newtown, IN

Registered advisers within 25 miles of Newtown, IN.

Offices
84
Firms
38
Combined AUM
$9.51T
Firm-wide filings, not assets booked only here
Clients
1.53M
1,525,583 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ASSET MANAGEMENT STRATEGIES, INC.
THE SCHAMBER GROUP, INC.
OPTIVISE ADVISORY SERVICES LLC
STRATEGIC ADVISERS LLC

Investors

Daniel Douglass
CHARLES ALEXANDER VERGARA
CHELSEA PADDOCK
TOREY LEE RAUCH
Caleb Wilson
Bradley James Gonso
Tyler Scott Baer
JASON SCOTT WAGNER
Brad Stephen Grabowski
Jimmie Earl Richardson
Scott David Gambrel
JEFFREY ALAN GASAWAY
JASON RYAN GREGORY
JOYCE ANN SMITH
Andrea M Gasaway
Ryan Campbell
ELAINE MARIE SCHAMBER
DANIEL A SUITER
Austin Kyle
James Alan Schumaker
ALVIN J RUDDER
MICHAEL JOSEPH KORNAFEL
GINA MARIE KORNAFEL
Tyler Isgrigg
Richard J Bell

Within 25 miles of Newtown, IN, Best Investors lists 38 registered investment advisory firms with 84 offices nearby, managing about $9.51T in combined regulatory AUM across 1,525,583 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 Newtown

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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