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Best financial advisors in Westfield, IN

Registered advisers within 25 miles of Westfield, IN.

Offices
637
Firms
257
Combined AUM
$17.3T
Firm-wide filings, not assets booked only here
Clients
3.12M
3,121,178 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

COMPREHENSIVE FINANCIAL CONSULTANTS
EDWARD JONES
SPC
KEY INVESTMENT SERVICES LLC
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
PROSPERO FINANCIAL PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.

Investors

Christian David McGill
Dallas Jackson Baltz
Noah Edwin Wolfe
DAVID EARL MCGILL
Zachary Rinehart
Corey Matthew Sylvester
Amanda Marie Sylvester
Ryan Dale Hiatt
SCOTT AUSTIN CARLSON
Anna Smith
Bryce Elliott Adam
Samantha D Hayton
MATTHEW AKERS
DARYL J PETRY
Matt Arthur
THANE MICHAEL BUSHONG
Scott Erkfitz
Nicholas Christie Dickos
MARK GRAYSON MIRACLE
GREGORY SCOTT LUTTERMAN
Drew Riley Wagner
EDWARD MICHAEL WETZEL
KRYSTEN AMIE OVERLY-ARMOUR
JOHN ALAN JOHNSTON
Michael Corbin Brutout
PATRICK RUSSELL MOOR
SETH DAVID GORMAN

Within 25 miles of Westfield, IN, Best Investors lists 257 registered investment advisory firms with 637 offices nearby, managing about $17.3T in combined regulatory AUM across 3,121,178 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 Westfield

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM