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Best financial advisors in Notre Dame, IN

Registered advisers within 25 miles of Notre Dame, IN.

Offices
185
Firms
66
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.67M
1,672,205 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SYM FINANCIAL ADVISORS
ROSENTHAL | HENRY CAPITAL ADVISORS, INC.
ROBERT W. BAIRD & CO. INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
KORHORN FINANCIAL GROUP
HILLTOP WEALTH & TAX SOLUTIONS
MORGAN STANLEY

Investors

WAYLON FLAHERTY PETERSON
Michael Wogoman Morgan
Katheryn S Stoll
John T Mansfield
DANIEL THOMAS LONG
THOMAS POLASKI
James R Yazel
Stephen Cassell Miller
REX ALLEN SALLAK
NATHAN V FISHER
JENNIFER MARY KECK
WILLIAM JOSEPH DORSCH
ANTHONY JAMES MUDD
RYAN MICHAEL MURPHY
BARBARA LYNN WOLFE
DANIEL DOUGLAS ARNOLD
RAYMOND SAMUEL BYERS
JOSEPH FRANK VARGA
DIANA Carolina RUIZ
RYAN PETER HOWELL
CINDY HSIN GRETSCHMANN
JASON R COFFMAN
KIMBERLY A. BALDWIN
ELAINE ANNA KENDELL
DANIEL GRAY MCEACHERN
Ryan K Dix
Brian M Stanley
MELINDA AVEN
AMY LYNN DOWD
BRADLEY WAYNE STEWART
STEPHEN THOMAS CARTER
Octavian Tuturu Sayumwe
EVAN TIMOTHY STARK
JONATHAN THOMAS SLOCUM
CHARLES ADAMS HENRY
JOHN WILLIAM ROSENTHAL
NATHAN WILLIAM RUMELY
KYLE PATRICK EVERETT
Nathan W Piwowar
JODI LYNN FINN
SHAYNE MICHAEL NAGY
JEREMIAH DAVID HILL
GLEN CHARLES LOTHARY
JOSEPH D GARWOOD
Michael R Kendzicky
Heather May Brockie
Thomas R Housand
Scott E Ludwig
THOMAS WALTER OLSON
MICHAEL JAY MARIEN
JOHN N STSCHERBAN
SAMANTHA JO HENGEN
MICHAEL KENDZICKY
BRIAN LEE LEVINSON
COLETTE RENEE JOHNSON
MICHAEL KEVIN BRANGLE
JOHN ANTHONY ANELLA
KIMBERLY ANN WARNER
THOMAS ANDREW SEROCZYNSKI
STEPHEN RAY KULL
JOHN WALTER BASHAM
KEVIN MICHAEL GRUNAWALT
KELBY KENNETH WENDZEL
GRANT ALAN HAGEMAN
Allegrita P Ashenfelter
Caleb James Korhorn
Tyler Craig Holder
Jackson Taylor
WILLIAM CARL MOCK
MICHAEL PAUL BERNARD
MATTHEW CHRISTOPHER NELS HOKE
SUMMER LEE HATHAWAY
BRANDON JAMES STOLLER
Brendon Keith Handy
COREY JAMES JOHNSON
Joshua Joel Fritzke
Zachary Evan Broadwick
Benjamin M Chambers
Tayler Cizewski
James Pavel Baklashev
Michael Hostetler
Andrew Jefferson Daigneau
Jeffrey David Jankowski
Regan Elizabeth Ramirez
Gillian Marie Allen
Casey Meuzelaar
Lindsey Halen Taylor
Andrew Mark Mazelin
James Connor Christing
Brock Stephen Bontrager
Elaina Nicole Wright
Emalynn Benham
KEVIN SIDNEY KORHORN
Jason Wade Matthews
AMY NICOLE MASTERS
Holden Xavier Price
Kimberly K Polsgrove
Michael Fritschi
Eric Allen Wood
Rachel Sarber-Fritschi
Joshua Paul Korhorn
Benjamin James Bulgrien
Elijah Edward Thomas
JARED SCOTT MILLER
Anthony James Navarro
FREDRICK JAMES ANDERSON
THOMAS HOWARD FAUTZ
Caden Riley Goggins
BRIAN EUGENE RUSH
Corey Michael Hansen
EDWARD JOSEPH PILARSKI
DANA LEE WALES
BRIAN MICHAEL LEE
Ashleigh Lauren Riewe
MATTHEW DAVID AURENZ
ERIK WILLIAM BRENNER
CLIFTON DOUGLAS HAWKINS
TAREQ JALLAF
Tyler A Bolla
Lara Hazelett Shelton
Austin M Eakins
DAVID BOLDEN GRAHAM
JILL LYNNE MCHENRY
BRIAN WILLIAM GUY
TOEANZAR MARKQUACK NORMENT
TERRY ALLEN DIRRIM
CLAYTON ANDERSON PYFER

Within 25 miles of Notre Dame, IN, Best Investors lists 66 registered investment advisory firms with 185 offices nearby, managing about $12.7T in combined regulatory AUM across 1,672,205 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 Notre Dame

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