Best Investors Account Sign in

Best financial advisors in Osgood, IN

Registered advisers within 25 miles of Osgood, IN.

Offices
22
Firms
11
Combined AUM
$3.61T
Firm-wide filings, not assets booked only here
Clients
265K
264,575 clients when Item 5C has a number
Avg / client
$13.7M
Combined AUM ÷ clients

Nearby offices

Firms

STONEX ADVISORS INC.
SCHMIDT WEALTH MANAGEMENT, L.L.C.

Investors

BRAD MICHAEL TEBBE
Katharine Helen Burger
DARIN MICHAEL SCHMIDT

Within 25 miles of Osgood, IN, Best Investors lists 11 registered investment advisory firms with 22 offices nearby, managing about $3.61T in combined regulatory AUM across 264,575 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 Osgood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM