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Best financial advisors in Waveland, IN

Registered advisers within 25 miles of Waveland, IN.

Offices
21
Firms
9
Combined AUM
$2.39T
Firm-wide filings, not assets booked only here
Clients
654K
653,801 clients when Item 5C has a number
Avg / client
$3.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC

Investors

EVAN LUNSFORD

Within 25 miles of Waveland, IN, Best Investors lists 9 registered investment advisory firms with 21 offices nearby, managing about $2.39T in combined regulatory AUM across 653,801 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 Waveland

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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 5 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 J. W. COLE ADVISORS, INC. 1,971 clients · 510 advisers $8.25B AUM 8 MWA FINANCIAL SERVICES, INC. 51 clients · 217 advisers $640M AUM