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Best financial advisors in Richmond, IN

Registered advisers within 25 miles of Richmond, IN.

Offices
45
Firms
15
Combined AUM
$3.38T
Firm-wide filings, not assets booked only here
Clients
882K
882,087 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SPECTRUM ADVISORS FINANCIAL, LLC
EDWARD JONES
VISTA INVESTMENT PARTNERS
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARBOUR INVESTMENTS, INC.
ONEAMERICA SECURITIES, INC.

Investors

TRAVIS JAY KOHN
Joseph Randall Wesley
Donald Edgar Bates
ROBERT FREDERICK WALES
DONALD HUGH HOUSE
Robert F. Gilman
BRIAN EDWARD LONGBONS
Camden R Rhoades
Daniel Jo Davis
Susan Diane Mullin
William P Mullin
William R Harmon
Stasia Ashmala Veramallay
BRETT DOUGLAS GUILEY
Sarah Elizabeth Peacock
Matthew Alan Golliher
PETER KUHNS BARTEL
Kristin Lauri Mullins
Tracy Allen Saunders
Thomas Scott Bevington
GARY WAYNE BUCHANAN
Trent D Reichley
Anthony J Talbert
Michael Henry
Todd Michael Darr
DAVID LEE BIGGS
GAVIN CHRISTOPHER DUES
ISAAC CHRISTOPHER SHEPHERD
Sydney Dulle
Mark Edward Howard
Derek Michael Davis

Within 25 miles of Richmond, IN, Best Investors lists 15 registered investment advisory firms with 45 offices nearby, managing about $3.38T in combined regulatory AUM across 882,087 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 Richmond

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM