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Best financial advisors in Rockville, IN

Registered advisers within 25 miles of Rockville, IN.

Offices
50
Firms
17
Combined AUM
$7.21T
Firm-wide filings, not assets booked only here
Clients
1.17M
1,170,922 clients when Item 5C has a number
Avg / client
$6.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CREATIVE FINANCIAL DESIGNS, INC.
MWA FINANCIAL SERVICES INC.
J. W. COLE ADVISORS, INC.
WABASH CAPITAL, INC.

Investors

Jessica Maureen Lynk
Eric Ryan Byers
Monti Jean Byers
Nathan Eslinger
ROBERT W BURKETT
EVAN LUNSFORD
RENEE CHERYL STEWART
LESLIE ROBERT MILLER
JENNIFER LEIGH MARIETTA
Brian Gregory Depasse
Lynsey Brooke Lunsford
Max Levi Short
JOHN S HOWES
Amanda Louise Laney
ERICH WILLIAM RAASCH
Vernon Grant Stewart
Jeffrey Kendall Jackson
Jennifer Jackson
Jacqueline Michelle Ellis
BRAD J TUCKER
GINGER A SCOTT
HEATHER MARIE TAYLOR
James Joshua Huxford

Within 25 miles of Rockville, IN, Best Investors lists 17 registered investment advisory firms with 50 offices nearby, managing about $7.21T in combined regulatory AUM across 1,170,922 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 Rockville

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM