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Best financial advisors in Versailles, IN

Registered advisers within 25 miles of Versailles, IN.

Offices
34
Firms
16
Combined AUM
$5.27T
Firm-wide filings, not assets booked only here
Clients
500K
499,688 clients when Item 5C has a number
Avg / client
$10.5M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ROBERT W. BAIRD & CO. INCORPORATED
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
MONEY CONCEPTS CAPITAL CORP
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
SCHMIDT WEALTH MANAGEMENT, L.L.C.

Investors

Ryan David Holcomb
Candice L Dahline
JACOB LAWRENCE FEDOR
JOSHUA TANNER MAHONEY
William Ross Hensler
KYLE ALLEN LANTER
James Alan Leveille
Nicholas George Schafer
PETER GERARD MACK
Kurtus Todd Thompson
Paxton Riley Thompson
TODD WESLEY REED
SCOTT RICHARDS
Joni Ann Dunn
Austin David Compton
Jeffrey Mark Smith
Susan Shook
LUCAS WATKINS
LAWRENCE JOSEPH MORAN
Gregory Alan Berkemeier
Jacqueline Greathouse
JAMES PAUL APPLE
DARIN MICHAEL SCHMIDT
Chad Thomas Lewis

Within 25 miles of Versailles, IN, Best Investors lists 16 registered investment advisory firms with 34 offices nearby, managing about $5.27T in combined regulatory AUM across 499,688 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 Versailles

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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