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Best financial advisors in South Bend, IN

Registered advisers within 25 miles of South Bend, IN.

Offices
209
Firms
67
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.67M
1,672,461 clients when Item 5C has a number
Avg / client
$7.60M
Combined AUM ÷ clients

Nearby offices

Firms

GAP ASSET MANAGEMENT, LLC
EDWARD JONES
&PARTNERS
BANKERS LIFE ADVISORY SERVICES, INC.
KESTREL WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
WALTER KEENAN WEALTH MANAGEMENT
PENNFIELD CAPITAL CORP
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
CERES PARTNERS, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

Amanda J Baker Bontrager
Leo Eric Priemer
ROBERTA LYNN Kealy
Michael Lorin O'Hearn
Ryan Allan Koselak
ERIC FRANK KOSELAK
ROBB ALEC DEJONGE
ANDREW DAVIES LYNCH
Tanner Michael Watson
JAMES F KEENAN
James Arthur Sawdon
DANIEL WILLIAM WOLFSON
Jeffrey Raymond Scott
RICHARD MARSHALL MOCK
Bryant William Voeson
DAVID WAYNE GROSSNICKLE
SCOTT DAVID SMITH
MICHAEL JOHN WITOUS
Douglas Wayne Purucker
TIMOTHY D. LEMAN
Amanda M Myers
WILLIAM CHRISTOPHER STRAFFORD
MATTHEW COTTON
ALICIA ROSE ROENNOW
JAMES THOMAS RUTHRAUFF
CANDY LYNN RAVEN
CHRISTOPHER JOHN ADAMS
Deanna Rae Conerly
COREY HYMAN DICKER
DEBORAH L SMOGOR
Stephanie A Heinze
Jared R Sharkey
MATTHEW MITCHEL KAHN
BARBARA JEAN OBROCHTA
WILLIAM EDWARD SIMON
MICHAEL EUGENE FRED
Jill A Dailey
TRISHA M ARENSMAN
ELIZABETH A DIXON
Gentiel Thomas Buysse
SHIRLEY JO MYERS
DOUGLAS ROSS GEHRKE
MELISSA KAY EIKENS
MARLIN FRED SCHMIDT
Christopher Nathan Hendryx

Within 25 miles of South Bend, IN, Best Investors lists 67 registered investment advisory firms with 209 offices nearby, managing about $12.7T in combined regulatory AUM across 1,672,461 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 South Bend

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM