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Best financial advisors in Pendleton, IN

Registered advisers within 25 miles of Pendleton, IN.

Offices
561
Firms
214
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,115,886 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
SECURESTATE
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FINANCIAL ENHANCEMENT GROUP
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
HELIX WEALTH

Investors

Dustin Allen Pennington
Amanda Lynn Parkison Turner
Brett Alan Bubalo
EVERARDO RODRIGUEZ
LAUREN ELIZABETH WERCKENTHIEN
CHARLES CAESAR WERCKENTHIEN
ERIC WAYNE WILLIAMS
Mark Robbins
John Hunter Coffin
Alexis McKenzie Wulff
Katrina Nicole Hoetmer
DONALD EARL HODSON
ADAM MICHAEL HARTER
AARON SCOTT RHEAUME
Richard Eugene Middleton
Daren Eugene Hardesty
GRANT LEON THOMPSON
Samuel Neff
Susan Renee Jones
Seth Michael Grimme
Christopher Joshua Bahena
Jordan Sterling Zody
BRETT ALAN SPANGLER
JOSEPH ANDREW CLARK
ANDREW WILLIAM THRASHER
Grant Edwin Meadows
Jeremy Keith Meurer
KERRIE LYNN BEST
JULIE SINGER
Cole Aether Snipes
Joel Sanford Singer
Elijah Lares
Gregory Dean Sylvester
TRAVIS LEE RIVERS
Kristopher Lee Aschbrenner
William Bradley Lashbrook
Teresa Jackson
Benjamin Edward Crawford
Kevin Thomas Sanborn
DIPEN KISHORE MEHTA
MICHAEL RAY GASKILL
Tania L Campbell-Cruser
JOHN RADFORD COMPTON
BENJAMIN DAVID HARBER
Jessica Rhoades
Joe Michael Hilton Paulus

Within 25 miles of Pendleton, IN, Best Investors lists 214 registered investment advisory firms with 561 offices nearby, managing about $15.2T in combined regulatory AUM across 3,115,886 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 Pendleton

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM