Best financial advisors in Roll, IN

Registered advisers within 25 miles of Roll, IN.

Offices

73

Firms

24

Combined AUM

$4.80T

Firm-wide filings, not assets booked only here

Clients

956K

955,540 clients when Item 5C has a number

Avg / client

$5.02M

Combined AUM ÷ clients

Nearby offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 Huggins Dr
Hartford City, IN 47348

EDWARD JONES

117 W WASHINGTON STREET
HARTFORD CITY, IN 47348

EDWARD JONES

101 South Jefferson Street
MONTPELIER, IN 47359-0000

BFC PLANNING, INC.

69 HOPE DR APT B
UPLAND, IN 46989

CAPITAL CITIES INVESTMENTS

1 WEST HIGH STREET P.O. BOX 801
PORTLAND, IN 47371

12.9 miles away

EDWARD JONES

816 E MAIN ST
GAS CITY, IN 46933

13.8 miles away

EDWARD JONES

201 WEST MAIN STREET
GAS CITY, IN 46933

14.7 miles away

LPL FINANCIAL LLC

111 N WAYNE ST
WARREN, IN 46792

15.6 miles away

CETERA INVESTMENT ADVISERS LLC

3808 N. WHEELING AVE.
MUNCIE, IN 47304

17.1 miles away

J.P. MORGAN SECURITIES LLC

1635 W MCGALLIARD ROAD
MUNCIE, IN 47304

17.4 miles away

EDWARD JONES

1800 W McGalliard Road
MUNCIE, IN 47304

17.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

3621 N EVERBROOK LN
MUNCIE, IN 47304

17.5 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

3601 N Everbrook Lane
Muncie, IN 47304

17.5 miles away

EDWARD JONES

3310 W FOX RIDGE LANE SUITE B
MUNCIE, IN 47304

17.5 miles away

CETERA INVESTMENT ADVISERS LLC

3593 NORTH BRIARWOOD LN
MUNCIE, IN 47304

17.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

2991 N. Oakwood Ave
Munice, IN 47304

17.6 miles away

EDWARD JONES

3417 W BETHEL AVE SUITE B
MUNCIE, IN 47304

17.8 miles away

LJI WEALTH MANAGEMENT, LLC

3409 W. BETHEL AVENUE
MUNCIE, IN 47304

17.8 miles away

EDWARD JONES

608 W 38th Street
Marion, IN 46953

17.9 miles away

LPL FINANCIAL LLC

100 W 3RD ST
MARION, IN 46952

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

BFC PLANNING, INC.

CAPITAL CITIES INVESTMENTS

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

J.P. MORGAN SECURITIES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

BANKERS LIFE ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LJI WEALTH MANAGEMENT, LLC

Investors

TIFFANY JO DAWSON

ROBERT JEROME TAYLOR

Taylor William Davis

Robert M. Sisson

Kimberly Marie Hart-Paxson

Heath David Slain

BRYAN KEITH ALEXANDER

Heath Aaron Crouch

Adam Richard Siegelin

Mark A. Siegelin

Jeremy James Rufener

TROY ALLEN HELM

G Kristopher Jones

Tanya Shaneyfelt

Aaron Curtis Hammond

MICHELLE LYNN WALKER

ROBERT CHARLES DONATI

Rebecca Kay McArdle

Dawn Rachelle Hines

ERIC KENT COOPER

JORDAN WHITNEY RHODES

JASON MATTHEW MAY

Brendan Patrick Kerrigan

TANNER SHAFFER COULTER

Ryan Matthew Jones

Joshua S Bowlin

CHRISTINA S PAYNE

Within 25 miles of Roll, IN, Best Investors lists 24 registered investment advisory firms with 73 offices nearby, managing about $4.80T in combined regulatory AUM across 955,540 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 Roll

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM