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Best financial advisors in Underwood, IN

Registered advisers within 25 miles of Underwood, IN.

Offices
212
Firms
93
Combined AUM
$9.88T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,399,769 clients when Item 5C has a number
Avg / client
$4.12M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
AMERICAN CAPITAL MANAGEMENT, INC.
LPL FINANCIAL LLC
MARINER
KESTRA ADVISORY SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARCHER INVESTMENT CORPORATION
CHARLES SCHWAB & CO., INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

ROY SAENZ
VINCENT K HYMAN
David Charles Betz
LEW MOSS NEWTON
DIANNE WILLIAMS WILDT
TIMOTHY ERIC PEOPLES
RONALD EDWARD DENMAN
CARRIE ANN BAKER
BRYCE JERRED GARTMAN
ERNIE G LEWIS
Morgan Faith STRANGE
Colby Porter
MICHAEL R GOSNEY
AFTON ROCHELLE YAEGER
JAMES BRUCE WAGNER
THOMAS M JONES
BRIAN DOUGLAS WAIZ
GREGORY EUGENE BENNINGTON
Richard Tanner McFall
Travis Lee Mahan
Adam King Miller
Xinyi Xia
REX A. DAVIDSON
Kevin Michael Boehnlein
Kevin Neal Maynard
David Paul Lobeck
PHYLLIS RAELYNN SPEARS
Alan Pacholski
Kirsten Ford
RONALD BRYAN JACKSON
JEFFREY KENT SCHRINER
Joel Aaron Nierman
Max Thomas Guenther
Matthew A Erxleben

Within 25 miles of Underwood, IN, Best Investors lists 93 registered investment advisory firms with 212 offices nearby, managing about $9.88T in combined regulatory AUM across 2,399,769 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 Underwood

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM