Best financial advisors in Trafalgar, IN

Registered advisers within 25 miles of Trafalgar, IN.

Offices

206

Firms

70

Combined AUM

$9.11T

Firm-wide filings, not assets booked only here

Clients

2.40M

2,403,723 clients when Item 5C has a number

Avg / client

$3.79M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

706 W TRAFALGAR POINTE WAY SUITE C
TRAFALGAR, IN 46181-9703

EDWARD JONES

1140 WEST JEFFERSON STREET SUITE C
FRANKLIN, IN 46131

EDWARD JONES

600 Ironwood Dr Suite B
Franklin, IN 46131-7923

MWA FINANCIAL SERVICES INC.

99 W. Jefferson St.
Franklin, IN 46131

PILLAR WEALTH LLC

197 E. JEFFERSON ST. SUITE 2
FRANKLIN, IN 46131

LPL FINANCIAL LLC

901 N MAIN ST, SUITE C
FRANKLIN, IN 46131

10.1 miles away

EDWARD JONES

1025 N Main St
FRANKLIN, IN 46131

10.1 miles away

J.P. MORGAN SECURITIES LLC

1600 NORTH MORTON STREET
FRANKLIN, IN 46131

10.1 miles away

ROBERT W. BAIRD & CO. INCORPORATED

1912 Longest Drive
FRANKLIN, IN 46131

11.1 miles away

KINDER FINANCIAL SERVICES

2508 COUNTRY CLUB ROAD
NASHVILLE, IN 47448

12.9 miles away

EDWARD JONES

377 Grand Valley Blvd
MARTINSVILLE, IN 46151

EDWARD JONES

1239 EAST MORGAN STREET
MARTINSVILLE, IN 46151

13.5 miles away

EDWARD JONES

590 E MORGAN ST
MARTINSVILLE, IN 46151-1638

13.9 miles away

SILVER OAK SECURITIES, INCORPORATED

389 E. Morgan Street Ste. 1
Martinsville, IN 46151

STATE FARM INVESTMENT MANAGEMENT CORP.

260 S Main St
Martinsville, IN 46151

14.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

245 Morton Ave
Martinsville, IN 46151-2471

14.2 miles away

EDWARD JONES

3056 W STONES CROSSING ROAD SUITE B
GREENWOOD, IN 46143

14.2 miles away

EDWARD JONES

109 W Washington St
MARTINSVILLE, IN 46151

14.3 miles away

EDWARD JONES

2060 BURTON LN
MARTINSVILLE, IN 46151

14.4 miles away

CREATIVE FINANCIAL DESIGNS, INC.

1589 Burton Ln
Martinsville, IN 46151

14.4 miles away

Firms

MWA FINANCIAL SERVICES INC.

PILLAR WEALTH LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

KINDER FINANCIAL SERVICES

SILVER OAK SECURITIES, INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

CREATIVE FINANCIAL DESIGNS, INC.

Investors

Kimberly Henderson

Brooklyn N Hunter

LUCAS NATHAN HILL

SETH CALEB SHEPHERD

Wyatt Allan McCullough

JOSHUA CHARLES DEARMITT

Zachary Cole DeWitt

Blake Francis Bartling

Megan A Thompson

BRIAN KEITH KING

Dustin Broadwater

Dustin Ray Heuchan

Kurtis Chase Schletzer

KINDER RANDOLPH DEAN

Nathan M Anderson

Jenna Rose Bennett

Darren Lindol Fabert

PAUL RAYMOND TINGLEY

Andrew John Gannon

MONTI DALE MACE

Autumn Sara Green

Shane Scott Matthews

Amy Rose Bennett

Joshua Todd Collier

Israel Adams Elliott

Within 25 miles of Trafalgar, IN, Best Investors lists 70 registered investment advisory firms with 206 offices nearby, managing about $9.11T in combined regulatory AUM across 2,403,723 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 Trafalgar

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM