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Best financial advisors in Princes Lakes, IN

Registered advisers within 25 miles of Princes Lakes, IN.

Offices
188
Firms
66
Combined AUM
$8.89T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,382,973 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
PILLAR WEALTH LLC
LPL FINANCIAL LLC
KINDER FINANCIAL SERVICES
J.P. MORGAN SECURITIES LLC
ROBERT W. BAIRD & CO. INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
IMC ADVISORS, LLC
3FOURTEEN & SMI ADVISORY SERVICES, LLC
SMI ADVISORY SERVICES, LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Investors

David B Eger
Brooklyn N Hunter
Henry Clifton
Kimberly Henderson
LUCAS NATHAN HILL
Kevin Good
SETH CALEB SHEPHERD
Wyatt Allan McCullough
JOSHUA CHARLES DEARMITT
William Matis
Zachary Cole DeWitt
Blake Francis Bartling
Megan A Thompson
KINDER RANDOLPH DEAN
BRIAN KEITH KING
Dustin Broadwater
Dustin Ray Heuchan
Lindsay M Vair
Kurtis Chase Schletzer
Kyle Hendricks
Eric Michael Robbins
Natasha Nichol Heykoop
Richard Andrew Mann
Kara Bateman
SCOTT RILEY OSBORN
ROBERT WAYNE BANISTER
STEVEN DOUGLAS MEREDITH
Nash S Jackson
Carter W Screeton
SCOTT ROBERT DEDOMENIC
Joshua S Meredith
SUPING PAN
JODY ALLEN LITTRELL
DONALD LOUIS MICHAEL
Isaac Jones
SANDRA MORRISON
PAUL LANCE WILKIN
ANTHONY SHAYNE AYERS
BRYCE WILLIAM FATHAUER
Brian R Mondics
Andrew Robbins
MARK D CARLSON
STEVEN ARNOLD ENGELSTAD
JODI ANN ENGELSTAD

Within 25 miles of Princes Lakes, IN, Best Investors lists 66 registered investment advisory firms with 188 offices nearby, managing about $8.89T in combined regulatory AUM across 2,382,973 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 Princes Lakes

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM