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Best financial advisors in Traders Point, IN

Registered advisers within 25 miles of Traders Point, IN.

Offices
738
Firms
266
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,114,216 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MONEY CONCEPTS CAPITAL CORP
FIRST HEARTLAND CONSULTANTS, INC.
CETERA INVESTMENT ADVISERS LLC
PROVIDER FINANCIAL, INC.
SANCTUARY ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FORTITUDE PRIVATE WEALTH
ONEAMERICA SECURITIES, INC.
LINCOLN INVESTMENT

Investors

ANNIE MARIE KRUZEL
Robert J Moritz
BRUCE RODERICK SNYDER
MARGARET E LOUDENBURG
JONATHAN SCOTT JACOBY
ROBERT LAINE MALMQUIST
JENNY MARIE MALMQUIST
John Cooke
Adrienne Rae Monka
Claire Cooke
Christine Lee Barbo
Timothy T Wright
KEVIN LEE MCCURDY
Amber Marie Patton
Alex Robert Marshall
David J Aynes
AARON JAMES MILLER
ROBERT BRIAN MILLER
Jennifer Kathryn Mitchell
Aaron Randel Paul Williams
ADRIANE DALE KULCZAR
AUSTIN B ANGEL
DOUGLAS ROBERT ONEILL
KATIE JO FISCHER
KYLE B THOMPSON
PATRICK KYLE ROBERTS
JESSICA LYNN BOKHART
KEVIN JAY ERVIN
DAWN MICHELLE BRANNON BRAUN
Matthew Richard Stanley Wolff
KELLI MARIE POPP
KATHRYN LYNN PARKINS
JOHN CHARLES WILLIAMS
HILDA YANINA YATACO
Richard A Graham
Justin Steven Burge
Drue Anderson
BRADLEY PARK MATTHEWS
Logan T Petre
Rene Wien
Samer Barham
Brent L. Edwards
Oguzhan Yesinnar
EDWARD CLARKE PUGLISE
THOMAS CHRISTOPHER RUSSELL
PHILIP THOMAS CHRISTNER
LAURA MICHELLE MC MAHON
NICHOLAS JOSEPH MEYER
Aaron Burt Austin
JOHN DAVID ELDER
COURTENAY TAMIA SPENCER
Jeffrey Zenger
Mason Whitted
ANDRE SMITH
Mitchele Stewart Harris
JOSHUA DAVID ZORGER
JOHN ROBERT BROWNING
SCOTT GREGORY AYERS
Douglas A Brackin
Jeremy Franklin Lloyd
Wayne Allen Piper
DOUGLAS RICHARD EVERNHAM
STEPHANIE LOUISE SHAW
ROBERT WILLIAM SHAW

Within 25 miles of Traders Point, IN, Best Investors lists 266 registered investment advisory firms with 738 offices nearby, managing about $15.4T in combined regulatory AUM across 3,114,216 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 Traders Point

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM