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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

CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FARTHER
LJI WEALTH MANAGEMENT, LLC
SANCTUARY ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
BARREL STRENGTH PARTNERS LLC
MBIA CAPITAL ADVISORS
WEALTHGUIDES LLC
LPL FINANCIAL LLC

Investors

Michael Thomas Galullo
David Sternasty
Hunter DeHaven
THOMAS PATRICK TUCKER
LAWRENCE IRVIN TUROW
ANGELA GRABOVSKY
LEONID GRABOVSKY
DAVID BLAKE GRANSON
Kelley Maguire
Mackenzie Leigh Tice
Grant Abram Johnson
DANA GREEN
Justin Long
Joshua Martin Vela
LISA LYNN BROWN
MICHAEL JUDE PIECHOCKI
Jaclyn Main
CHRISTOPHER HILTON DOUGLAS
James Samuel Cartright
Justin Rose
Zinaida Kumok
VICTORIA HALL
JONATHAN DUNN CRACRAFT
JOSHUA DAVID JOHN
DANIEL KEITH LUCAS
SCOTT MATTHEW RIETHMAN
JAMES AARON MORROW
JONATHAN WILLIAM RUSSELL
ZACHARY NICHOLAS MELLOH
LAYTON LEON JOHN
JADE THOMAS HOLT
BRADLEY HEATH OWENS
LUKE NOLEN DRYE
BRUCE FREDERICK HUBBELL
MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
Kevin Scott Schloneger
Nolan S Schloneger
RICK A SMITH
TIMOTHY A GINN
Daniel J Hamilton
ELIZABETH PAULINE MARSHALL
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
Samuel Emerson Wagner
EMMANUEL D HARRIS
ANTOINE R HARRIS

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