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Best financial advisors in Wall Lake, IN

Registered advisers within 25 miles of Wall Lake, IN.

Offices
45
Firms
18
Combined AUM
$3.47T
Firm-wide filings, not assets booked only here
Clients
1.07M
1,073,177 clients when Item 5C has a number
Avg / client
$3.24M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIFTH THIRD SECURITIES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
VALMARK ADVISERS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Lori LaDona Olson
Micah John McCoy
DANIEL SCOTT SCHARLACH
MATTHEW B CARRIER
Michael Joseph Hanson
Valerie Ann Medendorp
Rhonda Lynn Hanson
BRYAN WEISMAN
Cole Douglas Targgart
Dylan Michael Targgart
Mark Richard Sanborn
Brian Patrick Sanborn
KEVIN BONTRAGER
ADAM AUGUST SMITH
Derek Steven Shaw
BRIDGET ARLENE MCDERMOTT
KENNETH RAY EHINGER
BRIAN RICHARD OSWALD
MARCUS VINCE LITTLE
NATALIE LYNN BOLAND
Steven Mark Weigel
Samantha Weigel Cunningham
Kyle William Dury
Kelly Marie Bibb
Joshua D Parks
KYNDRA DEE LANDGRAFF
ANDREW DAVID LANDGRAFF
Adam Jeffery Christner
James K Ross
Jeffery Leon Jennings
ANITA L RITTER
MARK A LANE
Jason Lenardson

Within 25 miles of Wall Lake, IN, Best Investors lists 18 registered investment advisory firms with 45 offices nearby, managing about $3.47T in combined regulatory AUM across 1,073,177 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 Wall Lake

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM