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Best financial advisors in Swayzee, IN

Registered advisers within 25 miles of Swayzee, IN.

Offices
83
Firms
25
Combined AUM
$5.39T
Firm-wide filings, not assets booked only here
Clients
479K
478,662 clients when Item 5C has a number
Avg / client
$11.3M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

ERIC KIM HALL
Ryan Matthew Jones
Joshua S Bowlin
Alana D Billings
SCOTT LEE OLDS
NICHOLAS JAMES MCKINLEY
Charles Bock
Ryne Michael Otis
Sabrina Wilds
Kristopher A Holtzleiter
THOMAS CHARLES SCHABO
JOHN D COLE
Robert William Browder
Mark Allen Leming
James Roscoe Womack
MYLON M LOGAN
MATTHEW JOSEPH ANDERSON
Michael Reynolds
Luke Nelson Mitchell
Jarrad Kane Odle
CORY MICHAEL POWELL
CHRISTINA S PAYNE
Adam Richard Siegelin
Mark A. Siegelin
Heath Aaron Crouch

Within 25 miles of Swayzee, IN, Best Investors lists 25 registered investment advisory firms with 83 offices nearby, managing about $5.39T in combined regulatory AUM across 478,662 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 Swayzee

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM