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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

CAPTRUST
SYM FINANCIAL ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE WELLINGTON GRP LLC
TRUEDGE ASSET MANAGEMENT LLC
THURSTON SPRINGER ADVISORS
PRECEDENT FINANCIAL STRATEGIES
OXFORD HARRIMAN PRIVATE WEALTH MANAGEMENT
PARK AVENUE SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
WALLINGTON ASSET MANAGEMENT
ELSER FINANCIAL PLANNING, INC.
FI3 FINANCIAL ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BEACON POINTE ADVISORS, LLC

Investors

John Robert Denger
Benjamin Marshall Gardner
JONATHAN P HUEFTLE
Derek Scott Weed
JEFF PITTSLEY
CARRIE RYAN
Adam Robert Cash
NATHANIEL JOHN MILLER
PATRICK HAGAN DYKSTRA
ANTHONY J BONANNO
ANDREW JAMES CORNELL
THOMAS L CATES
MAXWELL T MORITZ
NICHOLAS BELA PROKAI
Chyathorn Scott Zipperle
Kevin Patrick Zeyen
Stephanie Lynn West
John Matthew Kerr
WANDA JO ROSS
CRAIG CONSER
JAMES FYFE WALKER
PAUL EDWARD BALDASSARI
PAUL WILLIAM MURANS
MEGGAN ELAINE JETER
LINDSAY H. ASKLAND
Thomas Wayne Perkins
Sara Ann Murans
Jorey Chris Dimopoulos
Andrew Erkki Lampela
JAMISON BROOKS BAYS
Madylin Joann Bauer
Dane Patrick Trainor
JEANNETTE ANN ADCOCK
MICHAEL FREDERICK ELIAS
MARK WILLIAM DAMER
TODD ALAN SPILLE
GABRIELE PEGGY ALLEN
KEVIN MICHAEL MCDOUGALL
WENDY BUCHANAN
PAUL LEE HARGITT
Jenna Lynn Spurrier
ANTONIO JOSE PACHECO
PHILIP E LAVELLE
LAUCHLIN VERNON HINES
JEFFREY V TRIWEDI
TANIA LASHAE SMITH
CATHEY ELAINE FISHER
Monica Ann Coles
RICHARD WILSON PARKER
JEAN SWAN HAAS
Natasha Marie Sparks
MARK STEPHENSON SARRETT
Christopher Curtis Lavelle
WILLIAM BADDERS
David Gordon Scupholm
Christina Marie Chodorowski
Benton Ford Givens
Maxwell Reed Levy
Tyler Robert Gerling
JAMES LUKE TURCO
MYLES GRANT HARTWIG
STUART BAYS
Christopher Renfrow Esser
WILLIAM JOHN HUGHES
ADAM WADE CHRISTENSEN
BRADLEY LOUIS ROZEMA
JAMES JOHN TITAK
Jon Keith Stucker
LYNN DENNIS MOELLER
RICHARD NOEL TROTTA
JAMES MICHAEL MLOTT
CYNTHIA LYN MULONAS
KRISTEN MICHELE HOWARD
ANDREW GROVE
DAMON CONOR PAGE MORAN
JOSHUA ANDREW MAZER
JEFFREY MICHAEL FRATARCANGELI
BRIAN WESLEY SULLIVAN
WILLIAM JEREMIAH SMITH
CLAUDETTE Y CHANDLER
STEPHEN MILLS
KENNETH RICHARD KLABUNDE
BRADLEY S WETHINGTON
ALI ABDUL-RAHMAN
Nicholas Andrew Brehmer
Jonathan Benham
BRETT A MOCK
KEVIN L BELL
DAVID WAYNE SPECKMAN
Corey Schrader
Zachary Eli Magee
RYAN APPELHANS
Tyler Jordan Weir
PETER LEE GRASS
SCOTT DANIEL KNUST
TOM HOWARD CATES
DANIEL ROBERT KLEMKOSKY
Christopher Patrick Weiss
Samuel Oliphant
Bryce Luedtke
MICHAEL ANTHONY CHARLES
ALAN KOVALSKY
JONATHAN LEE HERNDON
James Robert Wenglikowski
Davis Allen Warner
ZACHARY G GILES
Samuel Rabon McDaniel
Eric A Shetter
SUSAN CHRISTINE ELSER
Grant Hamilton Hofer
KATHLEEN ELLEN Tranovich
Allison Marie Gruesbeck
LINDA D MURPHY
DEREK CARTER HAMILTON
Garrett Kern
IVAN DOUGLAS HOFFMAN
MATTHEW JOSEPH SIMPSON
SAMUEL DAVID MUSE
Kirstyn Leigh Simon
Alexander Alessia
Thays Rodrigues Cardoso
Amy Renae Hlavacek
NATHAN JEFFREY KINNEY
JOHN D SAUDER
ROBERT LOUIS SCHAEFER
Dylan Jacob Hamerin
LAWRENCE MICHAEL COUNEN
Evan James Sturges
Sean Patrick Larkins
Matthew Anthony Siener
KATHY FRANCINE DALY
PAUL CHRISTOPHER DIETZ
THEODORE JAMES STURGES
CAROL JEAN COPENHAVER
JOHN FREDERICK WHITAKER
DIANE THERESE SOUTH
DEBRA LEE POWELL
THOMAS EDWARD DAVIS
MATTHEW ROBERT BURNETT
John Kevin Schmidt
Samantha King
SHARON MARIE WILLIAMS
BRAD LEE FROMAN
EDWARD JOSEPH VILLANYI
GREGORY JAMES MATTHEWS
THOMAS ALAN WELCH
BRANDT JAMES HAKANSON
BRIAN HOWARD JACOBSON
BRAD JOHN POLO
EVAN KEITH GRIFFIN
DANTE ALIGHIERI RAGGIO
LEONARD EUGENE TANNER
JAMES DOUGLAS BURNEY
ROBERT DWIGHT RAVENSBERG
GARY KENNETH MOSS
JOHN JOSEPH KENNEDY
SUZANNE M MARSHALL
BONITA ANNE PREWETT STRAUB
JACK HOWARD EBBELER
PATRICIA CARRUTHERS HORNER
SCOTT LYNN GILLESPIE
Matthew Lynn Miller
Zachary L Kaufman
Benjamin Matthew Godden
ANDREW THOMAS TIPLICK
ANTHONY ALAN JUNG
CHHAYVUOCH TAN MINNICH
MATTHEW JOHN DERADO
JOSEPH ANDREW STOUTNER
JOHN BRADFORD PANETTA
MELANIE SUE MOORE
Robert F Ahlgrim
Hayden R Mills
KEVIN MICHAEL DOLEN
RODOLFO SALDIVAR
ERIN MEISTER FRIEDEN
Garrett Justin Smith
TIM JOSEPH MEISTER
Bryan Harasty
Jacob A Moynihan
JEFFREY GERMAINE DOWDEN
TERENCE PAUL WEISS
JACKSON M BUSH
THOMAS MATTHEW BEHR

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