Best Investors Account Sign in

Best financial advisors in Owensville, IN

Registered advisers within 25 miles of Owensville, IN.

Offices
100
Firms
44
Combined AUM
$6.61T
Firm-wide filings, not assets booked only here
Clients
2.15M
2,152,173 clients when Item 5C has a number
Avg / client
$3.07M
Combined AUM ÷ clients

Nearby offices

Firms

ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
KINGSVIEW WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MARGIN ADVISORY GROUP LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC

Investors

Erin Lynn Smith
JOHN LEE SMITH
CATHERINE JANE WHITE
DAVID EUGENE OLDHAM
JACINDA JAYNE HUGHEN
Rachel K Sterchi
Jonathon Shane Minton
Jill Rene Fougnies
Marcy Ann King
MATTHEW ROBERT GRABBE
JEREMY DAVID SCHIPP
Quentin Hale
MATTHEW ROBERT PIERSON
Alisha Lawren Goebel Warren
Joshua David Farley
Tyler Allen Brengman
Jason A Rainey
Christopher Allen Claybrooks
JEREMY WAYNE OVERTON
TIMOTHY ALAN PHILLIPS
Noah James Thompson
Hunter W Fuller
Nathaniel Jon Brines
Shawn M Gibson
Kevin Schuh
Tyler K Smith
CHRISTOPHER SCOTT BARTHEL
Thomas Eichten
Christian Garrett Burch
Braden A Taylor
NATHAN LEE MONROE
Clark Steven Stanfill
AMY LOUISE JOHNSTON-HIGGS
Donald Edward Patton

Within 25 miles of Owensville, IN, Best Investors lists 44 registered investment advisory firms with 100 offices nearby, managing about $6.61T in combined regulatory AUM across 2,152,173 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 Owensville

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 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM