Best financial advisors in Waldron, IN

Registered advisers within 25 miles of Waldron, IN.

Offices

99

Firms

35

Combined AUM

$5.26T

Firm-wide filings, not assets booked only here

Clients

1.37M

1,368,802 clients when Item 5C has a number

Avg / client

$3.84M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

2533 E STATE ROAD 44
Shelbyville, IN 46176

J.P. MORGAN SECURITIES LLC

1828 E St Rte 44
SHELBYVILLE, IN 46176

EDWARD JONES

1520 S HARRISON ST
SHELBYVILLE, IN 46176

EDWARD JONES

22 HOWARD STREET
Shelbyville, IN 46176

LPL FINANCIAL LLC

16 PUBLIC SQUARE, SUITE B
SHELBYVILLE, IN 46176

HARDWICK CAPITAL MANAGEMENT, LLC

25 PUBLIC SQUARE, SUITE 200
SHELBYVILLE, IN 46176

EDWARD JONES

406 MILLER AVE
SHELBYVILLE, IN 46176-1934

EDWARD JONES

2150 INTELLIPLEX DRIVE STE 154
SHELBYVILLE, IN 46176

COREVISION FINANCIAL GROUP

2177 INTELLIPLEX DR. STE 201
SHELBYVILLE, IN 46176

LPL FINANCIAL LLC

2177 INTELLIPLEX DR STE 201
SHELBYVILLE, IN 46176-8584

STATE FARM INVESTMENT MANAGEMENT CORP.

204 E 10th Street
Greensburg, IN 47240

12.3 miles away

EDWARD JONES

113 EAST MAIN STREET
GREENSBURG, IN 47240

EDWARD JONES

115 E MAIN STREET
GREENSBURG, IN 47240-0000

AMERIPRISE FINANCIAL SERVICES, LLC

121 E. Main St.
Greensburg, IN 47240-2031

AMERIPRISE FINANCIAL SERVICES, LLC

101 S East St
Greensburg, IN 47240

13.1 miles away

EDWARD JONES

325 N MAIN ST
RUSHVILLE, IN 46173

15.9 miles away

LPL FINANCIAL LLC

1541 N. MAIN STREET
RUSHVILLE, IN 46173

16.6 miles away

EDWARD JONES

1905 NORTH MAIN STREET
RUSHVILLE, IN 46173

16.8 miles away

ROBERT W. BAIRD & CO. INCORPORATED

1912 Longest Drive
FRANKLIN, IN 46131

18.9 miles away

3FOURTEEN & SMI ADVISORY SERVICES, LLC

4400 RAY BOLL BLVD.
COLUMBUS, IN 47203

18.9 miles away

Firms

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

HARDWICK CAPITAL MANAGEMENT, LLC

COREVISION FINANCIAL GROUP

STATE FARM INVESTMENT MANAGEMENT CORP.

AMERIPRISE FINANCIAL SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

3FOURTEEN & SMI ADVISORY SERVICES, LLC

Investors

Meghan Alicia Haynes

Trevor Cole Johnson

SARAH LYNN HUGUS

Benjamin Purvis

Crystal Catherine Neil

SCOTT DALE CARMONY

WILLIAM BRIAN HARDWICK

Christopher Scott Bechert

BRENT DALTON THOMAN

ANDREA LAYN LEE

GRANT MARSHALL REEVES

Timothy Aaron Whitsett

TODD GIBSON BIRDWELL

JONATHAN PHILLIP BEDNAR

BEAU M BROWNING

JASON BUSALD PIKE

Timothy Stephen Fuller

Brett Andrew Rice

DANA R WITKEMPER

Morgan Eileen Denham

Jared W Holcomb

Joshua Benjamin Miller

MATTHEW ALAN WESTHAFER

MICHAEL TOMSON MOORE

THERESA ELIZABETH SCHWERING

ANGELA MARIE MESSER

Gregory Dale Stinson

Kendall Manlief

MARRISA MICHELLE TAYLOR

Dustin Ray Heuchan

Kurtis Chase Schletzer

Within 25 miles of Waldron, IN, Best Investors lists 35 registered investment advisory firms with 99 offices nearby, managing about $5.26T in combined regulatory AUM across 1,368,802 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 Waldron

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM