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Best financial advisors in Spencerville, IN

Registered advisers within 25 miles of Spencerville, IN.

Offices
218
Firms
85
Combined AUM
$7.67T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,218,705 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
ARENA WEALTH MANAGEMENT LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CONCORDE ASSET MANAGEMENT, LLC
ADVISORY ADVOCATES LLC

Investors

JEFFREY CHARLES ARNETT
Elizabeth Morris
Douglas D Morris
Willie Carnale Smith
ANDREW BRADLEY BAKER
Kirk Ronald Davis
Luke Michael Friskney
RYAN ALLAN KAY
ANDREW DAVID MINNICH
MATTHEW SCOTT JAMES
WHITNEY BROOKE ASHLEY
JONATHAN PAUL LEMAN
LASHAWN DIANE LEWIS
Martin J Carbaugh
Johnathan Michael Redmaster
Rudi Von Siela
Matthew Robert Cummins
Zachary Farrell
Kaitlyn Farrell
Romeo T Morris
CHANDRA LYNNE Snyder
Michael D Sinacola
James Kennedy
Dustin Phillip Hamm
Bryan Joseph Eakle
DEREK JAMES SEBASTIAN
LAWRENCE ANTHONY WAITE
Justin Berger
Josiah David Lederman
ANDREW JACOB EHRMAN
ANDREW V STORES
John Alan Hill
TINA MARIE BAUGHMAN

Within 25 miles of Spencerville, IN, Best Investors lists 85 registered investment advisory firms with 218 offices nearby, managing about $7.67T in combined regulatory AUM across 2,218,705 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 Spencerville

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM