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Best financial advisors in West Newton, IN

Registered advisers within 25 miles of West Newton, IN.

Offices
666
Firms
249
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,114,051 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

FIFTH THIRD SECURITIES, INC.
EDWARD JONES
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GUNNELL FINANCIAL PLANNING
PFS INVESTMENTS INC.
SUNRIFT CAPITAL PARTNERS LLC
PNC WEALTH MANAGEMENT LLC

Investors

Yetunde Ajayi
Bry C Howard
William O'Neal
Chad Lee Baldwin
Nicholas Rebman
DAVID NORMAN BROWN
COREY JAMES CORDRAY
John Tyler Hamm
Kyle Adams
DAVID LEE TIDD
Laura Taylor
JULIANNA DAWN MORALES
KEVIN WAYNE HINES
Benjamin James Pendill
WILLIAM MARTIN WITTE
JENNIFER PATRICIA AYERS
Kyle Jo Archer
James Cavitt
Travis Schnell
Larry Scott Neal
Emma Grace Schiefer
EDWARD LEE GUNNELL
RANDOLPH BLANE DAVIS
Eric Michael Randel
JASON DAVID STUCKY
DUSTIN WILLIAM HUNTER
JESSICA NICOLE MOSIER

Within 25 miles of West Newton, IN, Best Investors lists 249 registered investment advisory firms with 666 offices nearby, managing about $15.4T in combined regulatory AUM across 3,114,051 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 Newton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM