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Best financial advisors in West Muncie, IN

Registered advisers within 25 miles of West Muncie, IN.

Offices
76
Firms
29
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
895K
894,753 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
FINANCIAL ENHANCEMENT GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SECURESTATE
BFC PLANNING, INC.
PARKWOODS WEALTH PARTNERS, LLC

Investors

Benjamin Edward Crawford
Teresa Jackson
William Bradley Lashbrook
Kristopher Lee Aschbrenner
Jeremy Keith Meurer
KERRIE LYNN BEST
JULIE SINGER
Cole Aether Snipes
Joel Sanford Singer
Elijah Lares
John Hunter Coffin
Alexis McKenzie Wulff
Katrina Nicole Hoetmer
DONALD EARL HODSON
ADAM MICHAEL HARTER
AARON SCOTT RHEAUME
Richard Eugene Middleton
Daren Eugene Hardesty
GRANT LEON THOMPSON
Samuel Neff
Susan Renee Jones
Seth Michael Grimme
Christopher Joshua Bahena
Jordan Sterling Zody
BRETT ALAN SPANGLER
JOSEPH ANDREW CLARK
ANDREW WILLIAM THRASHER
Grant Edwin Meadows
Mark Robbins
ERIC WAYNE WILLIAMS
Dustin Allen Pennington
EVERARDO RODRIGUEZ
Brett Alan Bubalo
Amanda Lynn Parkison Turner
LAUREN ELIZABETH WERCKENTHIEN
CHARLES CAESAR WERCKENTHIEN
Scott P Reed
Justin Hersberger
MATTHEW LYNN MINICK
Heath David Slain
Erika Jean Hayes
Michelle Marie Frazier
MARION EUGENE SHORE
ROBERT JAY BUMBALOUGH
Joshua Samuel Schlagel
Dustin Mikeal Vincent

Within 25 miles of West Muncie, IN, Best Investors lists 29 registered investment advisory firms with 76 offices nearby, managing about $4.64T in combined regulatory AUM across 894,753 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 West Muncie

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM