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Best financial advisors in Waterloo, IN

Registered advisers within 25 miles of Waterloo, IN.

Offices
132
Firms
53
Combined AUM
$5.62T
Firm-wide filings, not assets booked only here
Clients
1.23M
1,231,310 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
CREATIVE PLANNING
CETERA INVESTMENT ADVISERS LLC
HOULIHAN ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ADVISORY ADVOCATES LLC

Investors

Brittany Louise Greene
CHRISTOPHER K DISLER
DANIELA MARIE KOENEMANN
Nicholas Matthew Hall
GRANT T. GOEGLEIN
MATTHEW LOUIS HENRY
DAVID R WATERCUTTER
DAVID ALAN WATERCUTTER
ALEC WATERCUTTER
Drew William Davis
JEFFREY CHARLES ARNETT
Elizabeth Morris
Douglas D Morris
Willie Carnale Smith
ANDREW BRADLEY BAKER
Kirk Ronald Davis
Daniel K Palmer
Colleen Anne Maloney
Weston Mathew Blosser
DAVID MARTIN JURAS
JOSHUA ANDREW STULTZ
ALI HALILOVIC
DENNIS NEIL HOULIHAN
WILLIAM JOSEPH NAGY
TODD EDWARD LARSON
MATTHEW MARK REYNOLDS
ZACHARY MARK JENNINGS
Tyler Ford
Julie Ann Reynolds
CHAD E TALLMAN
ARIDAI EUBANK
John Alan Hill
TINA MARIE BAUGHMAN
Romeo T Morris

Within 25 miles of Waterloo, IN, Best Investors lists 53 registered investment advisory firms with 132 offices nearby, managing about $5.62T in combined regulatory AUM across 1,231,310 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 Waterloo

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM