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Best financial advisors in Valparaiso, IN

Registered advisers within 25 miles of Valparaiso, IN.

Offices
204
Firms
65
Combined AUM
$9.74T
Firm-wide filings, not assets booked only here
Clients
1.10M
1,095,770 clients when Item 5C has a number
Avg / client
$8.89M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
OSAIC WEALTH, INC.
KOTYS WEALTH PROFESSIONALS
REDHAWK WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FIRST HEARTLAND CONSULTANTS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO

Investors

DAVID ANTHONY STOWERS
Brock Lloyd
Joseph John Arroyo
Robert J Bolton
Darby Jay Straw
ESTHER ANN HILL
JAMES CHRISTOPHER O'HARA
Mark Andrew De St. Jean
MELISSA ELAINE HILLEY
MELINDA NIANG SOUTH
ALBERT EDWARD MILLER
Jill O'Hara Recknagel
Scott Jacob Martin
JULIANNE MARIE CHARLESWORTH
Justene Rayanne Charlesworth
Robert Dale Bober
RENEE ROSE KREMM
SARAH ELIZABETH LANE
MATTHEW BRYAN HARVEY
MORGAN MESCHEDE
WESLEY MICHAEL KOTYS
RYAN ALLEN KOTYS
Drew Stephen Vesling
Aaron David Patten
DOUGLAS CHARLES MOGCK
DAVID EUGENE BABULIC
DENNIS JAMES SIKORSKI
ANTHONY EDWARD SIKORSKI
Benjamin Stover
Linda G Stover
STEVEN WAYNE SUTTER
ZACHARY MARTIN ALBERS
JOSEPH ANTHONY LACIAK
BRIAN J LACIAK
MAGGIE MARGRET QUICK
Maxwell T Van Rite
Shane M. Karshner
Brett A. Lemmons
Brice D Wilde
William George Pendleton
Ryan David Alberson

Within 25 miles of Valparaiso, IN, Best Investors lists 65 registered investment advisory firms with 204 offices nearby, managing about $9.74T in combined regulatory AUM across 1,095,770 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 Valparaiso

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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