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Best financial advisors in Roanoke, IN

Registered advisers within 25 miles of Roanoke, IN.

Offices
228
Firms
85
Combined AUM
$7.75T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,215,080 clients when Item 5C has a number
Avg / client
$3.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASSETT FINANCIAL ADVISORS
EQUITABLE ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
GALECKI FINANCIAL MANAGEMENT INC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
FOXWORTHY WEALTH ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LARSON FINANCIAL GROUP, LLC

Investors

Joshua David Thacker
John Ryan Nelson
Karen Marie Rupert
KYLE AARON METZGER
John Michael Joseph Boger
Mark Edward Masloob
JOSEPH PATRICK MILLER
JOHN CORBETT REIMBOLD
Adelaide Fingerhut Reimbold
Braxton D Miller
MARTIN MARSHALL BASSETT
David Paul Groholski
Daniel Lester Friend
Andrew Frank Shoener
FRANK E SHOENER
Piercen Harnish
Brian Lee Nieuwlandt
Jeffrey A Shelton
Dan Easley
MICHAEL BRADY MCARDLE
MELANIE SUE COLWELL
ANDREW W YOUNG
ALBERT THOMAS KOHOUT
CHLOE ANNA Blythe
KEVIN DANIEL CHANDLER
ALI FARHOUMAND
REGINALD BRADLEY STILES
RON ANTHONY CARBONI
Armando M Bustamante
FARID FARHOUMAND
Sean Peter Asiala
Quinn Nofziger
ZACHARY THOMAS SCHERER
MICHELLE LYNN MARTIN
SHANNON H HARDIEK
Bradley A.J. Wadkins
JOHN H FOXWORTHY
Kody James Lowden
Nathan Burk
Jason Korner
Michael C Caley

Within 25 miles of Roanoke, IN, Best Investors lists 85 registered investment advisory firms with 228 offices nearby, managing about $7.75T in combined regulatory AUM across 2,215,080 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 Roanoke

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