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Best financial advisors in Sumava Resorts, IN

Registered advisers within 25 miles of Sumava Resorts, IN.

Offices
120
Firms
46
Combined AUM
$6.88T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,074,460 clients when Item 5C has a number
Avg / client
$6.41M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITY SERVICES, INC.
FORSYTHE WEALTH MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
APOLLON WEALTH MANAGEMENT, LLC
RCM WEALTH ADVISORS
GIBBS WEALTH MANAGEMENT, LLC
PROSPERA FINANCIAL SERVICES, INC.

Investors

Terrence Gerard Michalik
Aaron Patrich Pollock
Jeffrey M Guidarelli
WILLIAM CASEY GUISINGER
NORMA JEAN SIMS
DEREK TIMOTHY STEGENGA
ARON M SCHUHRKE
TIRA LEE CLEMENT
Ryan Forsythe
MARY HALUSKA
SAMANTHA ELIZABETH COATES
GREGORY JOHN FORSYTHE
JOHN STEPHENS LARSON
TONY KAJMAKOSKI
DEJAN MILEV
JOSEPH EDWARD FOSTER
ALICIA LYNN HIGGINS
JOSEPH ALLEN O'KEEFE
Jacob Oostman
DOUGLAS MARTIN BUUCK
SARA E GREEN
John W Vidal
Elias Chris Gerodemos
Michael M Ulanowski
Brad Lee Marker
Michael Johnson
ALFONSO AVILA
Colton J Hill
Gina Ribota
Brian Kirkland
Lauren Elizabeth Mink
Joshua Mauk
TIMOTHY M WEBB
Brady Thomas Lawrence
MICHAEL ALLEN LEE
JAMES E BALTZERSEN
THOMAS J PRUZIN
DANIELLE LEE HELFRICH
ALANA KAY DAVIS

Within 25 miles of Sumava Resorts, IN, Best Investors lists 46 registered investment advisory firms with 120 offices nearby, managing about $6.88T in combined regulatory AUM across 1,074,460 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 Sumava Resorts

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM