Best financial advisors in Sunman, IN

Registered advisers within 25 miles of Sunman, IN.

Offices

65

Firms

27

Combined AUM

$5.38T

Firm-wide filings, not assets booked only here

Clients

571K

571,329 clients when Item 5C has a number

Avg / client

$9.41M

Combined AUM ÷ clients

Nearby offices

LPL ENTERPRISE, LLC

981 STATE ROAD 46E SUITE C
BATESVILLE, IN 47006

EDWARD JONES

976 STATE ROAD 46E SUITE F
BATESVILLE, IN 47006-7601

OSAIC WEALTH, INC.

39 HENRY ST
BATESVILLE, IN 47006

PNC WEALTH MANAGEMENT LLC

137 S MAIN ST.
BATESVILLE, IN 47006

EDWARD JONES

111 SOUTH MAIN
BATESVILLE, IN 47006

MONEY CONCEPTS CAPITAL CORP

10 E PEARL ST.
BATESVILLE, IN 47006-1269

OSAIC WEALTH, INC.

1214 State Road 229 Suite B
Batesville, IN 47006

STRATEGIC ADVISERS LLC

835 SYCAMORE ROAD
BATESVILLE, IN 47006

EDWARD JONES

1940 Jamison Dr Ste 103
Bright, IN 47025

12.1 miles away

STONEX ADVISORS INC.

601 Main Street
Brookville, IN 47012

13.5 miles away

STRATEGIC ADVISERS LLC

19930 ALPINE DR
LAWRENCEBURG, IN 47025

13.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

216 S Washington Street
Versailles, IN 47042

14.5 miles away

EDWARD JONES

413 SOUTH ADAMS STREET
VERSAILLES, IN 47042

14.6 miles away

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

1012 HARRISON AVE SUITE 2
HARRISON, OH 45030

STATE FARM INVESTMENT MANAGEMENT CORP.

1013 Harrison Ave
Harrison, OH 45030

SCHMIDT WEALTH MANAGEMENT, L.L.C.

1210 W. EADS PARKWAY
LAWRENCEBURG, IN 47025

15.1 miles away

FIFTH THIRD SECURITIES, INC.

431 WEST EADS PARKWAY
LAWRENCEBURG, IN 47025

15.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

41 W Eads Pkwy
Lawrenceburg, IN 47025-1683

15.5 miles away

FIFTH THIRD SECURITIES, INC.

10477 HARRISON AVE
HARRISON, OH 45030

15.6 miles away

EDWARD JONES

320 IMPORTING STREET
AURORA, IN 47001

15.6 miles away

Firms

LPL ENTERPRISE, LLC

OSAIC WEALTH, INC.

PNC WEALTH MANAGEMENT LLC

MONEY CONCEPTS CAPITAL CORP

STRATEGIC ADVISERS LLC

STONEX ADVISORS INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

SCHMIDT WEALTH MANAGEMENT, L.L.C.

FIFTH THIRD SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

LAWRENCE JOSEPH MORAN

Gregory Alan Berkemeier

PETER GERARD MACK

Austin David Compton

LISA ANN MURRAY

Lonny D Barnett

BRAD MICHAEL TEBBE

Katharine Helen Burger

JACKLINH M TRAN

Candice L Dahline

Ryan David Holcomb

ROBERT LANE JOHNSON

RICHARD JOHN JOHNSON

DARIN MICHAEL SCHMIDT

PRISCILLA D MOORE

Anthony Resendes

BRIAN MATTHEW BUSHMAN

GARRY W RUTLEDGE

STEVE MICHAEL TUCHFARBER

CALEB DWIGHT LA COURSE

Kurtus Todd Thompson

Paxton Riley Thompson

Within 25 miles of Sunman, IN, Best Investors lists 27 registered investment advisory firms with 65 offices nearby, managing about $5.38T in combined regulatory AUM across 571,329 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 Sunman

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM