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Best financial advisors in Summitville, IN

Registered advisers within 25 miles of Summitville, IN.

Offices
89
Firms
31
Combined AUM
$5.34T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,021,446 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
FOUNDERS FINANCIAL SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
BFC PLANNING, INC.
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

HELLEN MARIE JUSTUS
Garrett Segraves
BRUCE ALLEN CAIN
Justin Hersberger
MATTHEW LYNN MINICK
Scott P Reed
Adam Richard Siegelin
Mark A. Siegelin
Heath Aaron Crouch
Heath David Slain
Ryan Matthew Jones
Joshua S Bowlin
Alana D Billings
CARMINO BOVE
NICHOLAS JAMES MCKINLEY
NATHAN COLE FLETCHER
BRANDT JONATHAN KARNES
REID ALEXANDER LONG
ROBERT WAYNE TYLER
CHRISTOPHER SCOTT BUNCH
JILLIAN ELAINE CULY
Christopher Michael Day
MESHA GAE MCCARTY
ERIC KENT COOPER
JORDAN WHITNEY RHODES
MICHELLE LYNN WALKER
ROBERT CHARLES DONATI
Adam T McHenry
Rebecca Kay McArdle

Within 25 miles of Summitville, IN, Best Investors lists 31 registered investment advisory firms with 89 offices nearby, managing about $5.34T in combined regulatory AUM across 1,021,446 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 Summitville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM