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Best financial advisors in Trail Creek, IN

Registered advisers within 25 miles of Trail Creek, IN.

Offices
80
Firms
30
Combined AUM
$5.51T
Firm-wide filings, not assets booked only here
Clients
970K
970,296 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
FIFTH THIRD SECURITIES, INC.
BENJAMIN F. EDWARDS & COMPANY, INC.

Investors

Donovan Glenn Hawkes
Timothy Reynolds Gartland
Michael Richard Kopec
Don Lewis
Alexander S. Nisle
CONSTANCE Susan PATRICKS
FRANK MARTIN
Nolan Eugene Johnson
Michael Anderson
Jessica Lynn Blumenfeld
Sarah Elaine Brown
Alec Elias Rosario
Kendall Snider
Joshua Lee Alexander
Stephen James Siler
Jeanette Marie Girton
EVAN MICHAEL LANCASTER
Jonathan Ellis Salisbury
Patrick M Spence
Justin L Stevens
TRACI ELIZABETH STEDER
AUNA M KUEHNLE
Devon Christopher Mulligan
JEFFREY R FERNANDEZ
KRISTIN LOUISE JACKSON
JENNIFER ANN ESPINOZA
Nayelli Sanchez
PATRICK FRED HUDSON

Within 25 miles of Trail Creek, IN, Best Investors lists 30 registered investment advisory firms with 80 offices nearby, managing about $5.51T in combined regulatory AUM across 970,296 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 Trail Creek

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

1 CAPTRUST 963 advisers $1.24T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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