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Best financial advisors in Waynetown, IN

Registered advisers within 25 miles of Waynetown, IN.

Offices
20
Firms
8
Combined AUM
$1.57T
Firm-wide filings, not assets booked only here
Clients
444K
444,289 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC
THE SCHAMBER GROUP, INC.
OPTIVISE ADVISORY SERVICES LLC
ASSET MANAGEMENT STRATEGIES, INC.

Investors

TOREY LEE RAUCH
Caleb Wilson
Bradley James Gonso
Jimmie Earl Richardson
Tyler Scott Baer
Scott David Gambrel
JASON SCOTT WAGNER
CHELSEA PADDOCK
Daniel Douglass
CHARLES ALEXANDER VERGARA
Nathan Eslinger
Eric Ryan Byers
Monti Jean Byers
Jessica Maureen Lynk
ELAINE MARIE SCHAMBER
DANIEL A SUITER
Austin Kyle
Brad Stephen Grabowski
James Alan Schumaker
MICHAEL JOSEPH KORNAFEL
GINA MARIE KORNAFEL
Tyler Isgrigg
JEFFREY ALAN GASAWAY
JASON RYAN GREGORY
JOYCE ANN SMITH
Andrea M Gasaway

Within 25 miles of Waynetown, IN, Best Investors lists 8 registered investment advisory firms with 20 offices nearby, managing about $1.57T in combined regulatory AUM across 444,289 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 Waynetown

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 3 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 PNC WEALTH MANAGEMENT 1,226 advisers $30.3B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OPTIVISE ADVISORY SERVICES LLC 20 advisers $288M AUM 7 ASSET MANAGEMENT STRATEGIES, INC. 2,110 clients · 8 advisers $220M AUM 8 THE SCHAMBER GROUP, INC. 2 advisers $52.4M AUM