Best financial advisors in Poe, IN

Registered advisers within 25 miles of Poe, IN.

Offices

221

Firms

81

Combined AUM

$7.72T

Firm-wide filings, not assets booked only here

Clients

2.22M

2,215,040 clients when Item 5C has a number

Avg / client

$3.49M

Combined AUM ÷ clients

Nearby offices

FIFTH THIRD SECURITIES, INC.

1110 EAST TILLMAN ROAD
FORT WAYNE, IN 46816

STATE FARM INVESTMENT MANAGEMENT CORP.

7207 Mill Run Rd
Fort Wayne, IN 46819

LPL FINANCIAL LLC

7201 MILL RUN RD
FORT WAYNE, IN 46819

J.P. MORGAN SECURITIES LLC

2601 LOWER HUNTINGTON RD
FORT WAYNE, IN 46809

EDWARD JONES

6110 BLUFFTON RD SUITE 101
FORT WAYNE, IN 46809

LPL FINANCIAL LLC

5903 BLUFFTON RD
FORT WAYNE, IN 46809

LPL FINANCIAL LLC

5719 BLUFFTON ROAD
FORT WAYNE, IN 46809

LPL FINANCIAL LLC

3902 S CLINTON ST.
FORT WAYNE, IN 46804

ON INVESTMENT MANAGEMENT CO

2410 BROADWAY
FT. WAYNE, IN 46807

LPL FINANCIAL LLC

1690 BROADWAY BLD 19 STE 10
FORT WAYNE, IN 46802

MARINER

1690 Broadway Building 19, Suite 10
Fort Wayne, IN 46802

EDWARD JONES

116 S JEFFERSON
OSSIAN, IN 46777

EDWARD JONES

1300 S CLINTON ST #280
FORT WAYNE, IN 46802-3506

TLG ADVISORS, INC.

1301 S Harrison Street
Fort Wayne, IN 46802

OSAIC WEALTH, INC.

927 South Harrison St. Suite 303
Fort Wayne, IN 46802

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

110 EAST WAYNE STREET OFFICE 1208 12TH FL
FORT WAYNE, IN 46802

CETERA INVESTMENT ADVISERS LLC

110 EAST WAYNE STREET FLOOR 12
FORT WAYNE, IN 46802

FOXWORTHY WEALTH ADVISORS, LLC

7230 ENGLE ROAD SUITE 207
FORT WAYNE, IN 46804

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

7230 Engle Road, Suite 313
Fort Wayne, IN 46804

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

7230 Engle Road, Suite 207
Fort Wayne, IN 46804

Firms

FIFTH THIRD SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

ON INVESTMENT MANAGEMENT CO

TLG ADVISORS, INC.

OSAIC WEALTH, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CETERA INVESTMENT ADVISERS LLC

FOXWORTHY WEALTH ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JENNIFER MEDLIN

DAVID MARSHALL LIVINGSTON

VALENTINE SHARRONE WHITE-XAYARATH

Jonathan Hooker

Robert C Hooker

DAVID M ANDERSEN

BRIANNA MARIE GOODEN

NATHANIEL ROSS BARKLEY

TYLER JOSEPH LYONS

BENARD KYULE WEIBEL

EUGENE HENRY DONNELLY

ADAM CHRISTOPHER JOHNSTON

SETH TYLER MARSHALL

ZACHARY ALAN FIANDT

Davyd Jaron Jones

Sydney Nicole Cale

Larry Alan Smith

Kory Michael Klosterman

Gregory William Solon

Kevin R Rothgeb

Harold Alvarado

Patrick Hoffman

Curtis William Holland

RANDY NELSON CHIN

JENNIFER J RADKE

JENNIFER LYN JACOBSON

ROBERT PATRICK HIGGINS

ALEXANDRA BRIANNE FRYMIER

BRIAN ALAN NUSSBAUM

CHRISTOPHER ANDREW BIRKENBEUL

MICHELLE LYNN MARTIN

SHANNON H HARDIEK

Bradley A.J. Wadkins

JOHN H FOXWORTHY

Kody James Lowden

Within 25 miles of Poe, IN, Best Investors lists 81 registered investment advisory firms with 221 offices nearby, managing about $7.72T in combined regulatory AUM across 2,215,040 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 Poe

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM