Best financial advisors in Oakland City, IN

Registered advisers within 25 miles of Oakland City, IN.

Offices

91

Firms

33

Combined AUM

$6.93T

Firm-wide filings, not assets booked only here

Clients

1.77M

1,773,971 clients when Item 5C has a number

Avg / client

$3.91M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

403 EAST BROADWAY
PRINCETON, IN 47670

13.4 miles away

EDWARD JONES

100 S HULL STREET
FT BRANCH, IN 47648

13.5 miles away

LPL FINANCIAL LLC

305 E. MAIN STREET
PETERSBURG, IN 47567

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

7990 S Professional Drive Ste. C
Fort Branch, IN 47648

13.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

7994 S. PROFESSIONAL DRIVE
FORT BRANCH, IN 47648

13.6 miles away

LPL ENTERPRISE, LLC

118 S MAIN STREET
PRINCETON, IN 47670

13.6 miles away

EDWARD JONES

901 E MAIN STREET
PETERSBURG, IN 47567

13.8 miles away

EDWARD JONES

1418 W BROADWAY
PRINCETON, IN 47670

14.4 miles away

FIFTH THIRD SECURITIES, INC.

1506 WEST BROADWAY
PRINCETON, IN 47670

14.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

102 E GIBSON ST STE 1
HAUBSTADT, IN 47639

14.8 miles away

EDWARD JONES

121 S VINE ST
HAUBSTADT, IN 47639

14.9 miles away

ROBERT W. BAIRD & CO. INCORPORATED

707 VAIL STREET
PRINCETON, IN 47670

EDWARD JONES

3355 LIBERTY BLVD SUITE B
BOONVILLE, IN 47601

17.1 miles away

CLARITY FINANCIAL ORGANIZATION, LLC

301 WEST MAIN STREET SUITE 201
BOONVILLE, IN 47601

17.2 miles away

EDWARD JONES

907 WEST MAIN
BOONVILLE, IN 47601

17.3 miles away

LPL FINANCIAL LLC

544 E BOONVILLE NEW HARMONY RD
EVANSVILLE, IN 47725

18.6 miles away

EDWARD JONES

12251 HWY 41 N SUITE B
EVANSVILLE, IN 47725-7014

18.9 miles away

PFS INVESTMENTS INC.

616 N MAIN ST STE 101
HUNTINGBURG, IN 47542

20.2 miles away

EDWARD JONES

STE 100 431 EAST 4TH STREET
HUNTINGBURG, IN 47542

20.2 miles away

EDWARD JONES

8601 N KENTUCKY AVE SUITE E (HWY 41 & MT. PLEASANT RD)
EVANSVILLE, IN 47725

20.3 miles away

Firms

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL ENTERPRISE, LLC

FIFTH THIRD SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

CLARITY FINANCIAL ORGANIZATION, LLC

PFS INVESTMENTS INC.

Investors

Christian Garrett Burch

Braden A Taylor

Jonathon Shane Minton

Jill Rene Fougnies

CHAD ADRIAN DECKARD

MATTHEW ROBERT GRABBE

CHRISTOPHER SCOTT BARTHEL

Thomas Edgar Willis

Tyler Allen Brengman

JEREMY DAVID SCHIPP

MATTHEW ROBERT PIERSON

JEREMY WAYNE OVERTON

Christopher Allen Claybrooks

Erin Lynn Smith

CATHERINE JANE WHITE

DAVID EUGENE OLDHAM

JACINDA JAYNE HUGHEN

Rachel K Sterchi

WILLIAM ROGER WASHBURN

John A. Ubelhor

NATHAN LEE MONROE

Clark Steven Stanfill

JEFFREY LOUIS BOUNDS

Richard Andrew Pflanz

Donald Edward Patton

Within 25 miles of Oakland City, IN, Best Investors lists 33 registered investment advisory firms with 91 offices nearby, managing about $6.93T in combined regulatory AUM across 1,773,971 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 Oakland City

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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