Best financial advisors in Romney, IN

Registered advisers within 25 miles of Romney, IN.

Offices

91

Firms

39

Combined AUM

$9.43T

Firm-wide filings, not assets booked only here

Clients

1.52M

1,520,299 clients when Item 5C has a number

Avg / client

$6.20M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

428 N 4TH ST
LAFAYETTE, IN 47901

12.3 miles away

TURPIN & ASSOCIATES INC

114 S EARL AVENUE
LAFAYETTE, IN 47904

12.4 miles away

J.P. MORGAN SECURITIES LLC

210 WEST STATE STREET
WEST LAFAYETTE, IN 47906

12.4 miles away

STRATEGIC ADVISERS LLC

101 NORTH GRANT STREET ROOM 164
WEST LAFAYETTE, IN 47906-3574

12.5 miles away

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

760 PARK EAST BLVD STE 6
LAFAYETTE, IN 47905

12.6 miles away

EDWARD JONES

1421 UNION ST
LAFAYETTE, IN 47904

12.7 miles away

LPL FINANCIAL LLC

2020 UNION ST STE 400
LAFAYETTE, IN 47904-2694

12.8 miles away

PRIVATE ADVISOR GROUP, LLC

2020 UNION ST STE 400
LAFAYETTE, IN 47904-2694

12.8 miles away

EDWARD JONES

25 EXECUTIVE DRIVE SUITE E
LAFAYETTE, IN 47905

12.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

25 EXECUTIVE DR
LAFAYETTE, IN 47905

12.8 miles away

THURSTON SPRINGER ADVISORS

35 Executive Drive Suite 2
Lafayette, IN 47905

12.8 miles away

LIFELONG INVESTSMENTS

35 EXECUTIVE DRIVE, SUITE 5
LAFAYETTE, IN 47905

12.8 miles away

EDWARD JONES

35 S CREASY LANE SUITE 1
LAFAYETTE, IN 47905-4873

12.8 miles away

SPC

602 N Earl Ave Suite 6
Lafayette, IN 47904

12.8 miles away

LPL FINANCIAL LLC

100 EXECUTIVE DR STE E
LAFAYETTE, IN 47905

12.9 miles away

WAVERLY ADVISORS, LLC

100 EXECUTIVE DRIVE SUITE A
LAFAYETTE, IN 47905

12.9 miles away

LPL ENTERPRISE, LLC

134 EXECUTIVE DRIVE SUITE 2
LAFAYETTE, IN 47905

12.9 miles away

EDWARD JONES

3652 ROME DR SUITE C
LAFAYETTE, IN 47905-4465

12.9 miles away

EDWARD JONES

210 MEIJER DR SUITE # A1
LAFAYETTE, IN 47905-4694

13.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3831 Union St
Lafayette, IN 47905

13.4 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

TURPIN & ASSOCIATES INC

J.P. MORGAN SECURITIES LLC

STRATEGIC ADVISERS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THURSTON SPRINGER ADVISORS

LIFELONG INVESTSMENTS

WAVERLY ADVISORS, LLC

LPL ENTERPRISE, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

LEO FRANCIS KLEMME

FRANK EDWARD TURPIN

JERRY RAYMOND PRATHER

Karissa N Mooney

DOUGLAS BRYAN HOLDER

GARRETT RYAN CHENEY

DENNIS EDWARD SYNESAEL

Erik Wallace Roe

Bethany Agnes Owens

Luke Donald Lehe

CYNTHIA SUE RINGER

ROBERT JAMES CAPLINGER

Dailey D Tingley

DIEGO DE LOS SANTOS

STEPHEN JOSEPH BARRETT

Brittni Max Bouse

KENDRA APPLEGATE

BERNARD ALLEN BOUSE

James D Schlueter

Zachary Edward Weathers

Travis Jamie Robinson

Alek Brenden Stevens

JEFFERY LEE ONKEN

Within 25 miles of Romney, IN, Best Investors lists 39 registered investment advisory firms with 91 offices nearby, managing about $9.43T in combined regulatory AUM across 1,520,299 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 Romney

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM