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Best financial advisors in Uniondale, IN

Registered advisers within 25 miles of Uniondale, IN.

Offices
205
Firms
78
Combined AUM
$7.67T
Firm-wide filings, not assets booked only here
Clients
2.22M
2,215,014 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ONEASCENT FINANCIAL SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
KESTRA ADVISORY SERVICES, LLC
LINCOLN INVESTMENT
PNC WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Dennis Lee Ealing
Trent Moore
Larry Alan Smith
Douglas L. Fear
Spencer N Fear
KIM LINETTE GENTIS
ERIN KAE GILBERT
Kaden Laine Bussel
David Timothy Bresnahan
DUSTIN JAMES STAHLEY
Jeremy Matthew Todd
NATHAN ALLAN SHELTON
JOSEPH LOUIS STREVELER
ERIC STEVEN BLESSING
MICHAEL BOBILYA
DANIELLE MARIE THOMPSON
Jeremy Edward Penrod
ALEXANDER KERRY KISTLER
RANDALL KERRY KISTLER
Joshua David Thacker
John Ryan Nelson
Karen Marie Rupert
DAVID M ANDERSEN
VALENTINE SHARRONE WHITE-XAYARATH
Jonathan Hooker
Robert C Hooker
KYLE AARON METZGER
John Michael Joseph Boger
Mark Edward Masloob

Within 25 miles of Uniondale, IN, Best Investors lists 78 registered investment advisory firms with 205 offices nearby, managing about $7.67T in combined regulatory AUM across 2,215,014 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 Uniondale

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM