Best financial advisors in Warsaw, IN

Registered advisers within 25 miles of Warsaw, IN.

Offices

72

Firms

23

Combined AUM

$4.09T

Firm-wide filings, not assets booked only here

Clients

924K

924,225 clients when Item 5C has a number

Avg / client

$4.42M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

307 S BUFFALO ST
WARSAW, IN 46580-0000

LPL FINANCIAL LLC

219 WEST MARKET STREET
WARSAW, IN 46580

EDWARD JONES

121 WEST MARKET STREET SUITE A
WARSAW, IN 46580

BEACON POINTE ADVISORS, LLC

122 W Market St
WARSAW, IN 46580

CETERA INVESTMENT ADVISERS LLC

114 E MARKET STREET
WARSAW, IN 46580

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

119 E Center St Ste B3
Warsaw, IN 46580

KEY INVESTMENT SERVICES LLC

119 EAST CENTER STREET
WARSAW, IN 46580

CETERA INVESTMENT ADVISERS LLC

202 E CENTER STREET
WARSAW, IN 46580

EDWARD JONES

111 SOUTH HIGH STREET
WARSAW, IN 46580

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1131 E Winona Ave
Warsaw, IN 46580

LPL FINANCIAL LLC

929 E. Center Street
Warsaw, IN 46580

AMERIPRISE FINANCIAL SERVICES, LLC

1029 E Center St
Warsaw, IN 46580-3420

LPL FINANCIAL LLC

1303 E CENTER ST
WARSAW, IN 46580

INDEPENDENT FINANCIAL GROUP, LLC

1822 E. CENTER ST.
WARSAW, IN 46580

EDWARD JONES

1928 E CENTER ST
WARSAW, IN 46580

SYM FINANCIAL ADVISORS

801 PARK AVE
WINONA LAKE, IN 46590

EDWARD JONES

700 Park Ave Suite E
Winona Lake, IN 46590-1066

LPL FINANCIAL LLC

1401 KINGS HWY
WINONA LAKE, IN 46590

STATE FARM INVESTMENT MANAGEMENT CORP.

3131 E center st
Warsaw, IN 46582

EDWARD JONES

475 ANCHORAGE RD, SUITE 1
WARSAW, IN 46580

Firms

LPL FINANCIAL LLC

BEACON POINTE ADVISORS, LLC

CETERA INVESTMENT ADVISERS LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

KEY INVESTMENT SERVICES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

INDEPENDENT FINANCIAL GROUP, LLC

SYM FINANCIAL ADVISORS

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Brent Andrew Mock

PETER BENJAMIN KAUFFMAN

Justin A Elliott

MICHAEL SCOTT BERGEN

ALAN SCOTT ALDERFER

JASON TYLER GERGELY

Parker Lewis Stewart

ROBERT MICHAEL CONGDON

ANDREW SCOTT LEWIS

Ashley Nicole Brewer

Jason Benjamin Ellis

ANDREW JOSEPH MANES

DAVID DUANE JONES

DAVID MICHAEL ROBERTSON

JESSICA M BRICKER

JENNIFER SUE KINGSTON

CRYSTAL LYNN SIELESNEW

BRADLEY KURT SKILES

Jay Maurice Hinkel

RICK JAMES PEARL

Heidi Marie Neuhart

Brock Andrew Tidball

Colton J Wottring

Dennis Paul Dornbier

Janae D O'Rourke

JERALD WILLIAM YEAGER

STEPHEN CHARLES YEAGER

RICHARD EDWARD HARRISON

BRIAN ERNEST SWINEHART

AUSTIN JOHNSON BURROWS

TYLER SCOTT OSTROM

Benjamin Keith Streeter

KEITH ANDREW BEERS

Tyler Daniel Snover

BRYAN STEPHEN AANDERUD

MICHELLE MARIE HIPSKIND

NICHOLAS EUGENE GRAY

BRADLEY SCOTT DULING

SARAH LEE DELAHANTY

GABRIELLA DIANA TUCKER

James William Gallagher

Zachary Scott Kern

Scott David Thieme

Jack A Williamson

Mariano Andrea Oliveri

Jennifer Marie Nelson

Within 25 miles of Warsaw, IN, Best Investors lists 23 registered investment advisory firms with 72 offices nearby, managing about $4.09T in combined regulatory AUM across 924,225 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 Warsaw

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM