Best financial advisors in Warren, IN

Registered advisers within 25 miles of Warren, IN.

Offices

54

Firms

14

Combined AUM

$4.03T

Firm-wide filings, not assets booked only here

Clients

463K

462,637 clients when Item 5C has a number

Avg / client

$8.72M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

111 N WAYNE ST
WARREN, IN 46792

EDWARD JONES

101 South Jefferson Street
MONTPELIER, IN 47359-0000

12.4 miles away

RAYMOND JAMES & ASSOCIATES, INC.

1800 N. Wabash Road Suite 103
Marion, IN 46952

14.3 miles away

LPL FINANCIAL LLC

100 W 3RD ST
MARION, IN 46952

14.3 miles away

EDWARD JONES

1119 N WESTERN AVENUE SUITE A
MARION, IN 46952

14.4 miles away

EDWARD JONES

202 W 4TH STREET
MARION, IN 46952

14.4 miles away

EDWARD JONES

1605 W KEM RD SUITE 1
MARION, IN 46952

14.5 miles away

LPL FINANCIAL LLC

1020 N BALDWIN AVE
MARION, IN 46952

14.6 miles away

PNC WEALTH MANAGEMENT LLC

304 WEST MARKET STREET
BLUFFTON, IN 46714

14.6 miles away

LINCOLN INVESTMENT

1717 WEST KEM ROAD
MARION, IN 46952

14.6 miles away

OSAIC WEALTH, INC.

110 W CHERRY ST
BLUFFTON, IN 46714

14.7 miles away

LINCOLN INVESTMENT

211 Water Street Ste. C
Bluffton, IN 46714

14.7 miles away

LPL FINANCIAL LLC

101 SOUTH MAIN ST.
BLUFFTON, IN 46714

14.7 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

1117 N Butler Ave
Marion, IN 46952-2434

14.8 miles away

KESTRA ADVISORY SERVICES, LLC

360 N Main St
Bluffton, IN 46714

14.8 miles away

EDWARD JONES

317 N BALDWIN AVE
MARION, IN 46952-3468

14.8 miles away

PNC WEALTH MANAGEMENT LLC

2020 N JEFFERSON ST
HUNTINGTON, IN 46750

14.8 miles away

EDWARD JONES

201 E MARKET ST SUITE 1
BLUFFTON, IN 46714

14.8 miles away

EDWARD JONES

214 N BALDWIN AVE
MARION, IN 46952

14.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

124 N Baldwin Ave Marion, IN 46952-3536
Marion, IN 46952-3536

14.9 miles away

Firms

LPL FINANCIAL LLC

RAYMOND JAMES & ASSOCIATES, INC.

PNC WEALTH MANAGEMENT LLC

LINCOLN INVESTMENT

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Jeremy James Rufener

Kimberly Marie Hart-Paxson

CORY MICHAEL POWELL

CHRISTINA S PAYNE

Luke Nelson Mitchell

Jarrad Kane Odle

Michael Reynolds

MATTHEW JOSEPH ANDERSON

ERIC STEVEN BLESSING

MICHAEL BOBILYA

ALEXANDER KERRY KISTLER

RANDALL KERRY KISTLER

JOSEPH LOUIS STREVELER

DANIELLE MARIE THOMPSON

James Roscoe Womack

NATHAN ALLAN SHELTON

Mark Allen Leming

Jeremy Edward Penrod

Robert William Browder

THOMAS CHARLES SCHABO

Within 25 miles of Warren, IN, Best Investors lists 14 registered investment advisory firms with 54 offices nearby, managing about $4.03T in combined regulatory AUM across 462,637 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 Warren

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM