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Best financial advisors in Orestes, IN

Registered advisers within 25 miles of Orestes, IN.

Offices
154
Firms
46
Combined AUM
$5.38T
Firm-wide filings, not assets booked only here
Clients
1.98M
1,981,026 clients when Item 5C has a number
Avg / client
$2.72M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
ROCKMAN MADE WEALTH MANAGEMENT
EDWARD JONES
CREATIVE PLANNING
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BFC PLANNING, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
SECURESTATE

Investors

TROY ALLEN HELM
G Kristopher Jones
Shena R Bynum
Ryan Matthew Jones
Joshua S Bowlin
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
Ashley Natasha Hansard
JOSHUA D. MATTHEWS
Zachary Rinehart
Corey Matthew Sylvester
Alana D Billings
Heath David Slain
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS
Zion Joseph Osner
Taylor William Davis
Amanda Marie Sylvester
Mark Robbins
ERIC WAYNE WILLIAMS
KATHRYN RAE KASTER
WILLIAM THOMAS ISAACS
CHRISTOPHER JORDAN MATCHETT
ALEXANDER THOM SULANKE
ERIC KIM HALL
EVERARDO RODRIGUEZ
LAUREN ELIZABETH WERCKENTHIEN
CHARLES CAESAR WERCKENTHIEN

Within 25 miles of Orestes, IN, Best Investors lists 46 registered investment advisory firms with 154 offices nearby, managing about $5.38T in combined regulatory AUM across 1,981,026 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 Orestes

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM