Best financial advisors in Saint Leon, IN

Registered advisers within 25 miles of Saint Leon, IN.

Offices

71

Firms

29

Combined AUM

$7.46T

Firm-wide filings, not assets booked only here

Clients

1.16M

1,155,804 clients when Item 5C has a number

Avg / client

$6.46M

Combined AUM ÷ clients

Nearby offices

AE WEALTH MANAGEMENT, LLC

10403 Harrison Ave
Harrison, OH 45030

16.2 miles away

AE WEALTH MANAGEMENT, LLC

10403 Harrison Ave Ste 100
Harrison, OH 45030

16.2 miles away

LPL FINANCIAL LLC

9676 DRY FORK RD.
HARRISON, OH 45030

16.7 miles away

EDWARD JONES

114 W 5TH ST SUITE A
CONNERSVILLE, IN 47331

EDWARD JONES

521 N Central Ave STE D
CONNERSVILLE, IN 47331

USA FINANCIAL SECURITIES LLC

126 W. 6th Street
Connersville, IN 47331

STATE FARM INVESTMENT MANAGEMENT CORP.

115 Canyon Pkwy
Connersville, IN 47331

17.1 miles away

EDWARD JONES

3040 N WESTERN AVENUE
CONNERSVILLE, IN 47331

18.9 miles away

FIFTH THIRD SECURITIES, INC.

4005 HAMILTON CLEVES ROAD
HAMILTON, OH 45014

19.7 miles away

EDWARD JONES

1505 MILLVILLE AVE
HAMILTON, OH 45013

19.7 miles away

CETERA INVESTMENT ADVISERS LLC

3707 ROSSGATE COURT UNIT C
HAMILTON, OH 45013

19.8 miles away

STRATEGIC ADVISERS LLC

19930 ALPINE DR
LAWRENCEBURG, IN 47025

19.9 miles away

LPL FINANCIAL LLC

794 NW WASHINGTON BLVD.
HAMILTON, OH 45013

20.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

840 NW Washington Blvd Ste B
HAMILTON, OH 45013-6381

20.9 miles away

FIFTH THIRD SECURITIES, INC.

902 N.W. WASHINGTON BLVD
HAMILTON, OH 45013

21.1 miles away

FIFTH THIRD SECURITIES, INC.

4100 HAMILTON CLEVES RD
CLEVES, OH 45002

21.4 miles away

U.S. BANCORP ADVISORS, LLC

540 Main St
Hamilton, OH 45013

EQUITABLE ADVISORS, LLC

29 SOUTH F STREET
HAMILTON, OH 45013

WAVERLY ADVISORS, LLC

223 ROSS AVENUE
HAMILTON, OH 45013

22.2 miles away

PNC WEALTH MANAGEMENT LLC

ONE NORTH MIAMI AVENUE
CLEVES, OH 45002

22.2 miles away

Firms

AE WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

USA FINANCIAL SECURITIES LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

FIFTH THIRD SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

STRATEGIC ADVISERS LLC

U.S. BANCORP ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WAVERLY ADVISORS, LLC

PNC WEALTH MANAGEMENT LLC

Investors

Austin Matthew Ford

Adam Scott Norman

Spencer Loren Ford

SANDRA GAIL Davis-Skeen

Brayden Mitchell Rouse

Gena Louise Hartman

SAMUEL B HARVEY

CINDY LYN BERNZOTT

Devin Patrick Hornsby

Sarah Dupuy-Rasmussen

Jacob Morrissey

LISA ANN FOSTER

JACKLINH M TRAN

GLENN STEVEN SCHNELL

CAROL ANNETTE SNOWDEN

Patrick R Mullen

Kristopher Mcknight

STEVEN G SCHNELL

Laura Jeannine Halsey

DAVID ANTHONY KURTZ

WILLIAM ANDREW GROTH

Clarissa Ann Warner

PETER CHARLES BOHROFEN

Benjamin Thomas Tunney

Within 25 miles of Saint Leon, IN, Best Investors lists 29 registered investment advisory firms with 71 offices nearby, managing about $7.46T in combined regulatory AUM across 1,155,804 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 Saint Leon

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM