Best financial advisors in Southport, IN

Registered advisers within 25 miles of Southport, IN.

Offices

733

Firms

270

Combined AUM

$15.4T

Firm-wide filings, not assets booked only here

Clients

3.12M

3,116,892 clients when Item 5C has a number

Avg / client

$4.95M

Combined AUM ÷ clients

Nearby offices

SCHWAB WEALTH ADVISORY, INC.

8332 WOODFIELD CROSSING BLVD
INDIANAPOLIS, IN 46240

16.7 miles away

CHARLES SCHWAB & CO., INC.

8332 Woodfield Crossing Blvd
Indianapolis, IN 46240-2482

16.7 miles away

SCHWAB WEALTH ADVISORY, INC.

8332 Woodfield Crossing Blvd.
Indianpolis, IN 46240

16.7 miles away

SCHWAB WEALTH ADVISORY, INC.

8332 WOODFIELD CROSSING BLVD.
INDIANAPOLIS, IN 46210

16.7 miles away

TRUST INVESTMENT ADVISORS

8440 Woodfield Crossing Blvd Suite 100
Indianapolis, IN 46240

16.7 miles away

EDWARD JONES

8440 WOODFIELD CROSSING BLVD SUITE 120
INDIANAPOLIS, IN 46240

16.7 miles away

STRONG FINANCIAL SERVICES

3905 Vincennes Road Suite 505
Indianapolis, IN 46268

16.7 miles away

FINANCIAL ENHANCEMENT GROUP

35 Whittington Drive Suite 200
Brownsburg, IN 46112

16.8 miles away

EDWARD JONES

48 W MAIN ST SUITE A
NEW PALESTINE, IN 46163-8554

16.8 miles away

MORRIS GROUP ADVISORY SERVICE, INC

8445 KEYSTONE CROSSING STE 240
INDIANAPOLIS, IN 46240

16.8 miles away

PRINCIPAL SECURITIES, INC.

8910 Purdue Rd Ste 705
Indianapolis, IN 46268

16.8 miles away

LPL FINANCIAL LLC

8465 KEYSTONE XING STE 195
INDIANAPOLIS, IN 46240

16.8 miles away

THE WELLINGTON GRP LLC

2106 E 86th Street
Indianapolis, IN 46240

16.8 miles away

STRATEGIC ADVISERS LLC

8480 KEYSTONE CROSSING
INDIANAPOLIS, IN 46240-2437

16.8 miles away

PELOTON CAPITAL MANAGEMENT

8500 KEYSTONE CROSSING SUITE 450
INDIANAPOLIS, IN 46240

16.8 miles away

OSAIC WEALTH, INC.

8500 KEYSTONE CROSSING SUITE 540
INDIANAPOLIS, IN 46240

16.8 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

3755 E 82ND STREET STE 40
INDIANAPOLIS, IN 46240

16.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

3755 E 82nd St Ste 215
Indianapolis, IN 46240

16.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

8945 N Meridian St Ste 200
Indianapolis, IN 46260

16.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

8945 N Meridian St Ste 220
Indianapolis, IN 46260

16.9 miles away

Firms

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

TRUST INVESTMENT ADVISORS

STRONG FINANCIAL SERVICES

FINANCIAL ENHANCEMENT GROUP

MORRIS GROUP ADVISORY SERVICE, INC

PRINCIPAL SECURITIES, INC.

LPL FINANCIAL LLC

THE WELLINGTON GRP LLC

STRATEGIC ADVISERS LLC

PELOTON CAPITAL MANAGEMENT

OSAIC WEALTH, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

RALPH PHILLIP BACA

CARLO ENRICO FREESE

MICHAEL DONALD KORTFELT

ANDREW JASON SUMMERS

Jeremy J Crumbaugh

JENNY LYNN CARNEY

RYAN MICHAEL MCDANIEL

TIMOTHY DALE FRIEND

Brian D Alessandrini

Matthew Ryan McMichael

Christopher H Henson

ANNA MARIE DICKINSON

Anthony M Miller

Michael James Keppler

John J Rodenberger

Nathan E Carmany

MATTHEW KALMAN MAGDICH

ROBERT MICHAEL VENABLE

Tina Rena White

MITCHELL WAYNE SMYTH

Matthew Thomas Murray

David Michael Skelding

DAVID PULASKI GOULD

MICHAEL TODD WHITE

ROBERT CONNELLY JACKSON

BRANDON ALLEN SHEETS

Martha T Prather

SCOTT WILLIAM CRANSTON

YOUSEF ALDUWAIRI

David L Amstutz

KENT AUSTIN MIILLER

SCOTT A CHUCHLA

Zachariah M Bickers

MITCHELL MAHONEY

BRADFORD M KARCHER

CHRISTIAN J GOZA

ZACHARY M TAYLOR

ZACHARY THOMAS SPRINGER

Nicholas Paul Pfledderer

Leo David Lyons

Chloe Grace White

Christopher Sherman Dwulet

Caroline Patricia Kirbish

THOMAS ROBERT BURTON

Timothy John Dennany

GEORGE GREGORY ELLIOTT

JAMES FREDERICK KUNKEL

GREGORY LOUIS BRODNIK

NICHOLAS ANDREW HANSON

Conni Renee McEwen

RONALD ALLEN ABRAMSON

Brent Gregory Rattin

Tracey L Lehmer

Thomas R Coffman

DOUGLAS STUART VOIGHT

Kevin Wayne Trisler

Melisa A Benavidez

Michael H Sherwood

BRETT ANDREW COMPTON

NICHOLAS CHARLES VLADUCHICK

JEREMY JACOB NEI

BONNITA L HUGHES

MELISSA MAE OCONNELL

ERIC CHRISTOPHER KURTH

William Christopher Collins

JESSE RYAN SWITZER

CRAIG MICHAEL GRALIA

JACOB ROBERT WARNER

NICHOLAS DAVID KIRSCH

JOHN FREDERICK RENTSCH

DANA ZOOK GENTILE

JEFFREY ALLEN MAY

Ashley Hayworth

Richard Smith Peters

ANDREW MICHAEL KRAMER

Bradley Alan Martin

LUKAS DAVID BAUMGARTNER

DONALD JAMES GRAF

MIKEL JACOB HARTMAN

KINLEY GEAN KISSELBAUGH

MITCHELL I BAILEY

Edward Pietro Nicolai

Branden Michael Lienemann

CARSON JAMES EMMONS

Thomas M Warren

Archie Bartholomew Gaither

MOSFEQUS SALEHIN

NATHAN LUCAS SOCRATES

JOSEPH D ENGLISH

ZACHARY DAVID BABCOCK

LANDON ESPY KELLOGG

Ian J McGonigle

Evan M Williams

BOYD JAMES HALEY

CHADWICK SHANE KIEPER

JACOB M ROBERTS

Garrett James Henderson

Megan Kylie Gump

Bradley Gordan Beiswanger

Bawi Tha Lian Ceu

JACOB KHAIRALLAH

Jacob Michael McComb

BREYANNA JAHZMEEN KERLEY

Bailey Christopher Lockhart

SYDNEY RAE BIANCHI

Allyson Lynn English Bolinger

KAULEN I JENKINS

PARKER JEFFERY BRANDENBURG

MICHAEL ROBERTS

SAYRE JAMES ARIISHI

WILLIAM THOMAS ANDERSON

GARRETT M BIANCHI

Jalyn Crittenden

TRENT ELLIOTT WALTERS

PATRICK THOMAS WHITLEY

DANIEL JOSEPH RICKELMAN

Bradford L Waltz

SUSAN PATRICIA STRELOW

MELISSA A KIRCHHOFER

JASON MATHES SCHNARR

JEFFREY LEE RODGERS

Robert M Hammond

BRADY JOSEPH HEYNE

Carey Muluhya Muloma

OWEN PHILIP ENDRIS

Jonathan Robinson Wilkin

BRADLEY CARTER SIDDONS

JAMES ANTHONY HUDSON

Philip Ramone Thomas

MATT R LYBARGER

RYLAN Jeffrey WISTROM

SEAN MICHAEL WOLFE

NICHOLAS CONSTANTINE ALEXANDER

BENJAMIN PATTON FISHER

JOSHUA MICHAEL GILBERT

Jeremiah W Hanlon

Schyler J Rahman

Amy Corinne Faulk

Aaron Jason Cantrell

Trevyn Gearig Nafziger

Nicholas Joseph Scherer

PAUL RICHARD GREEN

Bernadette Parel Hoffmann

MATTHEW NEAL BOLES

MARIA ANN SCHUSTER

Bryan Eugene Donaugh

Sean Patrick Larkins

DANIEL EVAN ELICK

KYLE THOMAS NELSON

Allen Robert Duros

Carrie A Allstatt

David De Jesus Gomez

David William Martin

DREW FITZGERALD STUART

MICHAEL TODD CHANSLEY

Rebecca Ann Hiestand

Douglas F MacKay

Matthew G Pittman

SCOTT DANIEL DIETERLE

JASON COLE CHERRY

RAJAN PRAVESH DESAI

Courtney M Lockwood

HEATHER RENEE HILL

MARK ALLEN ZEHRUNG

Michelle K Clayton

KATHLEEN MARY BECK

JAMES ERIK GRICE

KENRIC JERMAYNE FARLOW

Todd Robert Machowiak

JAIME ARREDONDO

JOSHUA ALAN CAIN

DAVID M MATTICK

AMY DANIELLE ELAM

Tyler Nicholas Wolfe

MEREDITH ANN MEYER

MICHAEL RAY PRUITT

Stephanie Bolter

JOSHUA ALAN HUDSON

Nichole Jean- Stinson Vanasdal

JASON DOUGLAS THOMPSON

Locksley I Todd

GARRET W KINTZEL

Raquel Marie Raiten

Robert N Peters

CHYNNA R TURNER

Timothy R McDonald

KIRA MARIE WILL

THOMAS D MCKINSTRY

SAMANTHA MARIE MCEVOY

Benjamin Davis Varner

Lubasi M Katundu

Trevor James Aldrich

Nicholas Andrew Van Fossen

Bradley Witkowski

Ebram Emad Wissa

Luke Thomas Walthall

William George DAmore

Lynsey Rae Hazelwood

David Lantz Robertson

ROBERT BRIAN CWIK

Deborah Ann Capria

STEVEN ALAN COONS

ROBERT JOSEPH KMEC

Michael C Tejeda

NINA NGA THI VU

CHRISTOPHER DEAN CALVO

ROSALIA NORMA HANCOCK

SHENA L JACKSON-RIDLEY

Steve Anthony Martinez

Christopher D Ulsomer

KATIE TERESE BUCKLER

KELLY HUGHES KAUFMAN

DEREK WILLIAM MOON

Andrew Todd Huck

Nicholas Ryan Anderson

BRETT THOMAS ROGERS

JONATHAN KEITH BEECHAM

Heather Elizabeth Sutter

DANIEL K WARNOCK

DAVID RICHARD GUDAL

Steven Paul Lutes

CHARLES ANTHONY BOGGS

RYAN JUSTIN ROSENWINKEL

ADAM JAMES GLOWACKI

MATTHEW ALLEN BUSH

ANDREW TAYLOR CAMPBELL

JUSTIN G NEVITT

Brandon David Phelps

David Adrian Webb

John Phillip Wright

DANIEL JACOB SWEENEY

NATHANIEL A ROBINSON

Russell FOSTER Puntenney

SPENCER ROBERT FOGO

CHARLES EDWARD SCHIAFFO

RYAN MICHAEL BUYER

Joshua David Witkowski

CHRISTOPHER JON DUCHEMIN

KARL BRADLEY MARKO

Matthew Scott Pyle

MIRANDA DAWN THOMPSON

PHILIP J VAN DEUSEN

JARED JOHN DAKOVICH

MAKENZIE ALLYNN BROWN

CHASE MITCHELL ALEXANDER

Ty-Christian Bissen

NOAH CALEB KRAMER

Steven Phillip Cygan

Katherine Anne Alt

KESHAUN DANTE STEWART

NICHOLAS EDWARD MARTIN

MATTHEW C SHERMAN

SCOTT DANIEL KELLAR

LASITAPORN K CAUDILL

COLIN NATHANIEL THURSTON

CAMERON R GREEN

Joshua Isaiah Pickard

Evangelia Platis

Justin Michael Edmundowicz

Jacob Andrew Miller

MARK ALAN SETTLEMYRE

GEORGE IRVIN GARRISON

DAVID BURL SCURLOCK

JEFFREY DAVID HOLT

JOHN LOUIS BENDELE

STEPHEN ALLAN ANDERSON

Ronald Andrejs Lacis

KYLE THOMAS BRICKER

WILLIAM RUSSELL BUSH

RYAN L VALENTINE

RODERICK MAYO SOGOCIO

Jonathan Michael Mareachen

Autumn Sundown Walker

SARAH ELIZABETH FOSTER

CHRISTOPHER J OCONNELL

DAVID CHRISTOPHER CAMPBELL

QUENTIN XAVIER SAMPSON

Andrea Caroline Loucks

Angela Rose Buttner

TIPHANI NICOLE JANSING

RANDALL LEE BAKER

Nicholas Aaron Beets

Kelly Michelle Eales

MARK ANDREW BALASZEK

David Eugene Surles

Jonathon B Wenzel

Brian William Collins

CALEB MICHAEL RIDDLE

Joshua Steven Corrie

Luke Alan Lohrstorfer

Patrick Rickman

Brian Malcolm Lebowitz

Joshua Johannsen

Noah Christian Hummel

Michael Perry Durr

Ashton Joseph Zigler

Kurt Evan Woodward

THOMAS JAMES SVENSTRUP

MARK LUDWIG SIMMEL

MICHAEL WAYNE CULLIPHER

ALAN MICHAEL IMES

ERIC MATTHEW KLAES

Graham Richard Pollack

MAGGIE JOY HOOPS

Andrew Gregory Pianko

JAMMY JO STRAUB

John Christian Roach

Alan Martin Molnar

NATHAN L BUBASH

LAUREN MICHELLE COOK

JOSEPH VINCENT SHIVELY

Owen Gene OShaughnessy

Melanie L Collier

Kenneth Franklin Williams

Jeremy Edward Decatur

Kenneth Cameron Datro

Michelle Nguyen

Samuel Lee Jackson

Quan Nhat Truong

Quinlan Michael Parient

Hercel L Leveringston

BENJAMIN J DRURY

MICHAEL GRANT FELMET

Megan Ann Layton

Jacob Allen Wash

ANTHONY TODD JONES

Darrell Anthony Woehler

Derrick Allen Presley

NICHOLAS LEE SUMPTER

Philip David Leiby

Joseph Ryan Ledbetter

Patricia L Seegmiller

JAMES RONALD DELAY

Ross Elliott Henderson

ROY MATTHEW STRONG

Zachary Blake Unger

Seth Nigel Wilson

JOHN RYAN SIMMONS

JOHN BASIL SIMMONS

SEAN PATRICK GRANNAN

Mark Christopher Wheelock

MICHAEL RICHARD DEPROSPERO

RYAN ROBERT DONOVAN

MATTHEW THOMAS GRANNAN

BART MAURY CONNER

JACOB RYAN JEWELL

VINCENT JAMES CATANIA

LARRY ROGER RILEY

CHARLES W FREUND

JEFFREY ALAN GRUND

WILLIAM THOMAS CUMMINS

TIMOTHY DANA BALES

STEPHEN A ELUERE

ISAIAH TIMOTHY BENNETT

JOHN DAVID CAVES

STEVEN N. BRODIE

RYAN TRAVIS FITE

STEPHEN HLAWNCHHING

DUSTIN TYLER HUNT

RYAN MICHAEL STOCKMAN

CANDICE D CRISTY

Aaron Jacob Hunt

CONNOR DISPENNETT

STEPHEN PAUL CARR

MATTHEW KAMP BRADLEY

DAVID WYNNE MORRISON

CHRISTOPHER JORDAN MATCHETT

ALEXANDER THOM SULANKE

EDWARD CLARKE PUGLISE

THOMAS CHRISTOPHER RUSSELL

PHILIP THOMAS CHRISTNER

LAURA MICHELLE MC MAHON

NICHOLAS JOSEPH MEYER

Aaron Burt Austin

JOHN DAVID ELDER

COURTENAY TAMIA SPENCER

Mitchele Stewart Harris

THOMAS PATRICK TUCKER

LAWRENCE IRVIN TUROW

ANGELA GRABOVSKY

LEONID GRABOVSKY

DAVID BLAKE GRANSON

Mackenzie Leigh Tice

Grant Abram Johnson

Joshua Martin Vela

LISA LYNN BROWN

Within 25 miles of Southport, IN, Best Investors lists 270 registered investment advisory firms with 733 offices nearby, managing about $15.4T in combined regulatory AUM across 3,116,892 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 Southport

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM