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Best financial advisors in Terre Haute, IN

Registered advisers within 25 miles of Terre Haute, IN.

Offices
67
Firms
23
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
1.97M
1,973,755 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREATIVE FINANCIAL DESIGNS, INC.
FIFTH THIRD SECURITIES, INC.
CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
&PARTNERS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SPC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPYGLASS INVESTMENT MANAGEMENT
OSAIC WEALTH, INC.

Investors

Jessica L Leggette
GENE EARL GRIFFIN
Derek M Hannahs
David L McKimmy
ROBERT WESLEY DAVIDSON
BRIAN LEE CAIN
THOMAS KIRCHNER
MICHAEL HAMBROCK
Kyle James Simpson
KIP CHARLES HOLLOWELL
Mark Edward Monahan
SCOTT MICHAEL NOBLE
D PARKER MANNING
DAVID CRAIG COLLINS
STEVEN EUGENE LOVE
BENJAMIN RILEY BRYAN
Samantha A Brown
FRANK RICHARD VOLKERS
Scott Ray Minton
MELVIN KEITH KRUEGER
JANET ROXANNE VOLKERS
SONYA TERESA DOTY
KYLE RICHARD VOLKERS
GORDON LEONARD BRYAN
RONALD WESLEY HODGE
James Dylan Pizzola
Brock R Oxford
JON E BEARDSLEY
John William Cristee
Kristopher Earl Comar
John C Tilley
Kellen Lloyd Kester
Gay Ann Monninger
ALICE BRATTAIN SHAGLEY
Christina A Jacks

Within 25 miles of Terre Haute, IN, Best Investors lists 23 registered investment advisory firms with 67 offices nearby, managing about $10.6T in combined regulatory AUM across 1,973,755 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 Terre Haute

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM