Best financial advisors in Roann, IN

Registered advisers within 25 miles of Roann, IN.

Offices

56

Firms

17

Combined AUM

$3.67T

Firm-wide filings, not assets booked only here

Clients

535K

534,936 clients when Item 5C has a number

Avg / client

$6.86M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

307 S BUFFALO ST
WARSAW, IN 46580-0000

LPL FINANCIAL LLC

219 WEST MARKET STREET
WARSAW, IN 46580

20.1 miles away

EDWARD JONES

121 WEST MARKET STREET SUITE A
WARSAW, IN 46580

20.1 miles away

CETERA INVESTMENT ADVISERS LLC

114 E MARKET STREET
WARSAW, IN 46580

20.1 miles away

BEACON POINTE ADVISORS, LLC

122 W Market St
WARSAW, IN 46580

20.1 miles away

EDWARD JONES

700 Park Ave Suite E
Winona Lake, IN 46590-1066

20.1 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

119 E Center St Ste B3
Warsaw, IN 46580

20.2 miles away

KEY INVESTMENT SERVICES LLC

119 EAST CENTER STREET
WARSAW, IN 46580

20.2 miles away

CETERA INVESTMENT ADVISERS LLC

202 E CENTER STREET
WARSAW, IN 46580

20.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1131 E Winona Ave
Warsaw, IN 46580

20.2 miles away

EDWARD JONES

111 SOUTH HIGH STREET
WARSAW, IN 46580

20.2 miles away

LPL FINANCIAL LLC

929 E. Center Street
Warsaw, IN 46580

20.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1029 E Center St
Warsaw, IN 46580-3420

20.3 miles away

LPL FINANCIAL LLC

1303 E CENTER ST
WARSAW, IN 46580

20.4 miles away

SPC

3706 LAKE CITY HIGHWAY
WARSAW, IN 46580

20.4 miles away

INDEPENDENT FINANCIAL GROUP, LLC

1822 E. CENTER ST.
WARSAW, IN 46580

20.4 miles away

EDWARD JONES

1928 E CENTER ST
WARSAW, IN 46580

20.5 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1904 E Old Rd 30
Warsaw, IN 46582

20.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1904 E OLD RD 30
WARSAW, IN 46852

20.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3131 E center st
Warsaw, IN 46582

20.8 miles away

Firms

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

BEACON POINTE ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

KEY INVESTMENT SERVICES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

INDEPENDENT FINANCIAL GROUP, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Brent Andrew Mock

PETER BENJAMIN KAUFFMAN

Justin A Elliott

ROBERT MICHAEL CONGDON

MICHAEL SCOTT BERGEN

ALAN SCOTT ALDERFER

JASON TYLER GERGELY

Parker Lewis Stewart

Scott David Thieme

Jack A Williamson

ANDREW SCOTT LEWIS

Ashley Nicole Brewer

ANDREW JOSEPH MANES

Jason Benjamin Ellis

DAVID DUANE JONES

DAVID MICHAEL ROBERTSON

JESSICA M BRICKER

JENNIFER SUE KINGSTON

CRYSTAL LYNN SIELESNEW

BRADLEY KURT SKILES

Jay Maurice Hinkel

DAVID LEIGH ZACHRICH

RICK JAMES PEARL

Heidi Marie Neuhart

Brock Andrew Tidball

Colton J Wottring

James Randall Bone

JEFFERSON R. HANKINS

Kurt Thomas Boggs

EASTON DAVID MOSSMAN

Mariano Andrea Oliveri

Within 25 miles of Roann, IN, Best Investors lists 17 registered investment advisory firms with 56 offices nearby, managing about $3.67T in combined regulatory AUM across 534,936 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 Roann

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 BEACON POINTE ADVISORS, LLC 265 clients · 488 advisers $54.9B AUM