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Best financial advisors in Osceola, IN

Registered advisers within 25 miles of Osceola, IN.

Offices
191
Firms
67
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,666,614 clients when Item 5C has a number
Avg / client
$4.77M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
RELEVANT FINANCIAL ADVISORS LLC
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES & ASSOCIATES, INC.
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
EQUITABLE ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Matthew M Stemm
Ryan Joseph Watson
Jonathan Andrew Rolon
Brent William Bontrager
JAMES WILLIAM BRENNAN
AARON SCOTT COATES
JAMES MICHAEL BURKERT
Kory Nash Meade
Ethan Charles Kreitner
KANE KARL BROLIN
Teresa S Covey
AARON DOUGLAS ANDERSON
BRADLEY MATTHEW DAVIS
DOUGLAS M MICK
Daniel Bruce Craig
Griffin John Borst
D. BRENT FENNEMA
Evan Daniel Fennema
CALEB JOHN LAIDIG
ANGEL MARIE WARNER
MARCIA K KAMIAK
MICHELLE MARIE BRYANT
KAREN RENEE CARNES
DAVID JOSEPH KOTECKI
JUSTIN EARL BLAIN
STEVE ROBERT PISCHALKO
SHANE ALLEN MARTENS
JONATHAN WILLIAM CISNA
Delwyn John Shrock
JAMES GERALD LEWIS
BRANDON LASHAUN ARNOLD
FAIZ ALI KHOJA
TAMORA ROSANNE MARKHAM
BRIAN ZACHARY BORGER
ROBERT MAX DECKER
Lyndsay Nicole Hemmick
ELIZABETH N BORGER
LESLIE ANN NAVARRE
Thomas Nate
Cien Osigbhemai Asoera

Within 25 miles of Osceola, IN, Best Investors lists 67 registered investment advisory firms with 191 offices nearby, managing about $12.7T in combined regulatory AUM across 2,666,614 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 Osceola

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