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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
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
FOUNDERS FINANCIAL SECURITIES LLC
WELLTH ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
INVST, LLC
MOUNTAIN PEAK WEALTH ADVISORS, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
KROUSE STUREMAN & ASSOCIATES, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Jennifer K McCall
Donald Scot Mockler
Amanda Lou Adamson
Cayden Christopher Alexander
ALLISON SIEGEL
Blayne Hammel
James Joseph Solon
Keegan Bartrom
Ashley J McAninch
Thomas Edward Bartrom
Jordan Alise Mundy
NORA LYNN BEAUCHOT
MICHAEL TAYLOR HARVILL
Mark Edward Masloob
Christian Cummins
Faron M. McClain
SETH SEBASTIAN HICKS
JANNA HARRIS HENNEY
Melinda Jane Woll
RYAN C HOCH
OLIVIA KAY Hinen
Dalton Bradley Atchison
Austin Chandler Presley
JEFFREY KEITH PRESLEY
GREGORY SHIRK
ANTONY P. STUREMAN
DAVID MARTIN JURAS
JOSHUA ANDREW STULTZ
ALI HALILOVIC
Kathryn Gay Crager
CINDY LOUISE HOFFMAN
Kelly Kelly
Nick James
Weston Mathew Blosser

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