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Best financial advisors in Plymouth, IN

Registered advisers within 25 miles of Plymouth, IN.

Offices
103
Firms
45
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.63M
1,627,566 clients when Item 5C has a number
Avg / client
$6.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
REGAL INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THOMAS STORY AND SON LLC
KORHORN FINANCIAL GROUP
HILLTOP WEALTH & TAX SOLUTIONS
SPC

Investors

Cristine Ann Keller
Thomas Popielski
Russell Thomas Kietzman
JAMES BRIAN DILLON
JEFFREY ALAN UMBAUGH
ROBERT BARCLAY DRAGANI
Mark E. Bishopp
Carlye Ann Bishopp
Angela Dee Banicki
Jeremy Andrew Cox
RUSSELL WADE SHARTZER
Adam Beck
RODNEY LEROY JACOBS
Tiffany Harrell
Craig Michael Wilson
Grant McConnell Clady
Todd Clady
Garrett Clady
DAVID THOMAS STORY
THOMAS HERBERT STORY
BENJAMIN ANDREW FANNING
Tanner Givens
Austin P Nielsen
FREDRICK JAMES ANDERSON
WILLIAM LEE DAVIS
MITCHELL DAVID SEMANS
Robert A Borlik
ERIN LYNN MILNIKEL
Nicholas Leuck
CHARLES FRANK HASNERL
Christopher Dale Newbauer

Within 25 miles of Plymouth, IN, Best Investors lists 45 registered investment advisory firms with 103 offices nearby, managing about $11.1T in combined regulatory AUM across 1,627,566 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 Plymouth

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM