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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

AXIA ADVISORY
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
BAKER TILLY WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AUSDAL FINANCIAL PARTNERS, INC.
KEY INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC

Investors

KEITH LAWRENCE SHADRICK
RALPH PHILLIP BACA
CARLO ENRICO FREESE
MICHAEL DONALD KORTFELT
Marc R Srncik
Bradley A Herx
David M Kroner
ANDREW JASON SUMMERS
Jeremy J Crumbaugh
RICHARD A KANE
JENNY LYNN CARNEY
RYAN MICHAEL MCDANIEL
James N Wright
Scott A Turner
GUN ESEN
TIMOTHY DALE FRIEND
Brian D Alessandrini
Matthew Ryan McMichael
Christopher H Henson
ANNA MARIE DICKINSON
Anthony M Miller
Joshua H Click
Michael James Keppler
John J Rodenberger
Nathan E Carmany
MATTHEW KALMAN MAGDICH
Jeremy L Stone
ROBERT MICHAEL VENABLE
Tina Rena White
MITCHELL WAYNE SMYTH
Matthew Thomas Murray
David Michael Skelding
DAVID PULASKI GOULD
MICHAEL TODD WHITE
ROBERT CONNELLY JACKSON
Ethan Woodruff
Jason Pearce
BRANDON ALLEN SHEETS
Martha T Prather
SCOTT WILLIAM CRANSTON
TYRONE RIVERS
YOUSEF ALDUWAIRI
David L Amstutz
KENT AUSTIN MIILLER
SCOTT A CHUCHLA
Zachariah M Bickers
MITCHELL MAHONEY
BRADFORD M KARCHER
CHRISTIAN J GOZA
ZACHARY M TAYLOR
Leah B Harper
ZACHARY THOMAS SPRINGER
Nicholas Paul Pfledderer
Leo David Lyons
Chloe Grace White
Christopher Sherman Dwulet
Dan Malone
Caroline Patricia Kirbish
THOMAS ROBERT BURTON
Timothy John Dennany
GEORGE GREGORY ELLIOTT
JAMES FREDERICK KUNKEL
GREGORY LOUIS BRODNIK
NICHOLAS ANDREW HANSON
Conni Renee McEwen
RONALD ALLEN ABRAMSON
Brent Gregory Rattin
Tracey L Lehmer
Thomas R Coffman
DOUGLAS STUART VOIGHT
Kevin Wayne Trisler
Melisa A Benavidez
Michael H Sherwood
Derek B Young
BRETT ANDREW COMPTON
NICHOLAS CHARLES VLADUCHICK
JEREMY JACOB NEI
Cara Brasor
BONNITA L HUGHES
MELISSA MAE OCONNELL
ERIC CHRISTOPHER KURTH
William Christopher Collins
JESSE RYAN SWITZER
CRAIG MICHAEL GRALIA
JACOB ROBERT WARNER
NICHOLAS DAVID KIRSCH
JOHN FREDERICK RENTSCH
DANA ZOOK GENTILE
JEFFREY ALLEN MAY
Ashley Hayworth
Richard Smith Peters
ANDREW MICHAEL KRAMER
Bradley Alan Martin
LUKAS DAVID BAUMGARTNER
DONALD JAMES GRAF
SUSAN J BOBER
THOMAS C HOSTY
MIKEL JACOB HARTMAN
KINLEY GEAN KISSELBAUGH
MITCHELL I BAILEY
Edward Pietro Nicolai
ANGELA COLLINS
MIRANDA BONDE
Amanda Legler
Branden Michael Lienemann
CARSON JAMES EMMONS
Thomas M Warren
Archie Bartholomew Gaither
MOSFEQUS SALEHIN
NATHAN LUCAS SOCRATES
JOSEPH D ENGLISH
ZACHARY DAVID BABCOCK
LANDON ESPY KELLOGG
Ian J McGonigle
Evan M Williams
BOYD JAMES HALEY
CHADWICK SHANE KIEPER
JACOB M ROBERTS
LEE A GARRETT
Garrett James Henderson
Megan Kylie Gump
Bradley Gordan Beiswanger
Bawi Tha Lian Ceu
JACOB KHAIRALLAH
Jacob Michael McComb
Ty Javid Clark
BREYANNA JAHZMEEN KERLEY
Bailey Christopher Lockhart
MICAH S DEAN
JUAN A GOMEZ
Daniel C Mette
SYDNEY RAE BIANCHI
Reece Beckman
Allyson Lynn English Bolinger
KAULEN I JENKINS
PARKER JEFFERY BRANDENBURG
MICHAEL ROBERTS
SAYRE JAMES ARIISHI
RYAN DURHAM
WILLIAM THOMAS ANDERSON
GARRETT M BIANCHI
Jalyn Crittenden
TRENT ELLIOTT WALTERS
PATRICK THOMAS WHITLEY
DANIEL JOSEPH RICKELMAN
Bradford L Waltz
SUSAN PATRICIA STRELOW
MELISSA A KIRCHHOFER
JASON MATHES SCHNARR
JEFFREY LEE RODGERS
Robert M Hammond
Andrew Peters
BRADY JOSEPH HEYNE
Carey Muluhya Muloma
OWEN PHILIP ENDRIS
Jonathan Robinson Wilkin
BRADLEY CARTER SIDDONS
JAMES ANTHONY HUDSON
DAVID L CHAPIN
Philip Ramone Thomas
MATT R LYBARGER
RYLAN Jeffrey WISTROM
HUSAM BORABY
SEAN MICHAEL WOLFE
NICHOLAS CONSTANTINE ALEXANDER
BENJAMIN PATTON FISHER
JOSHUA MICHAEL GILBERT
Jeremiah W Hanlon
Schyler J Rahman
Levi Fewell
Anne Martin
Amy Corinne Faulk
Aaron Jason Cantrell
Trevyn Gearig Nafziger
Nicholas Joseph Scherer
PAUL RICHARD GREEN
Bernadette Parel Hoffmann
MATTHEW NEAL BOLES
MARIA ANN SCHUSTER
Bryan Eugene Donaugh
Nolan M Pugh
Sean Patrick Larkins
DANIEL EVAN ELICK
KYLE THOMAS NELSON
Allen Robert Duros
Carrie A Allstatt
David De Jesus Gomez
David William Martin
DREW FITZGERALD STUART
MICHAEL TODD CHANSLEY
Rebecca Ann Hiestand
Douglas F MacKay
Matthew G Pittman
SCOTT DANIEL DIETERLE
JASON COLE CHERRY
RAJAN PRAVESH DESAI
Courtney M Lockwood
Clinton C Good
Lee D Goss
HEATHER RENEE HILL
MARK ALLEN ZEHRUNG
Michelle K Clayton
KATHLEEN MARY BECK
JAMES ERIK GRICE
KENRIC JERMAYNE FARLOW
Todd Robert Machowiak
MATTHEW R NOLL
JAIME ARREDONDO
JOSHUA ALAN CAIN
DAVID M MATTICK
AMY DANIELLE ELAM
Tyler Nicholas Wolfe
MEREDITH ANN MEYER
MICHAEL RAY PRUITT
Stephanie Bolter
JOSHUA ALAN HUDSON
HOLLY M GATTO
Nichole Jean- Stinson Vanasdal
JASON DOUGLAS THOMPSON
Locksley I Todd
LEVI M SMITH
GARRET W KINTZEL
Raquel Marie Raiten
JOSHUA J MONK
Robert N Peters
CHYNNA R TURNER
Orion C Foster
James E Parvin
Timothy R McDonald
KIRA MARIE WILL
THOMAS D MCKINSTRY
SAMANTHA MARIE MCEVOY
Benjamin Davis Varner
Lubasi M Katundu
Trevor James Aldrich
Joseph Sparks
Blake Haller
Nicholas Andrew Van Fossen
Bradley Witkowski
Ebram Emad Wissa
Orfeo Di Mizio
Luke Thomas Walthall
Cameron Isaacs
William George DAmore
Lynsey Rae Hazelwood
Blake Coomer
David Lantz Robertson
Carson Tipton
RACHEL BROWN
ROBERT BRIAN CWIK
Deborah Ann Capria
STEVEN ALAN COONS
ROBERT JOSEPH KMEC
Michael C Tejeda
NINA NGA THI VU
CHRISTOPHER DEAN CALVO
ROSALIA NORMA HANCOCK
SHENA L JACKSON-RIDLEY
Steve Anthony Martinez
Christopher D Ulsomer
AMY E EDWARDS
KATIE TERESE BUCKLER
Raymond Ramos
John D Rush
KELLY HUGHES KAUFMAN
DEREK WILLIAM MOON
Andrew Todd Huck
Nicholas Ryan Anderson
BRETT THOMAS ROGERS
MAGGIE R GOMEZ
JONATHAN KEITH BEECHAM
Heather Elizabeth Sutter
DANIEL K WARNOCK
DAVID RICHARD GUDAL
Steven Paul Lutes
CHARLES ANTHONY BOGGS
RYAN JUSTIN ROSENWINKEL
ADAM JAMES GLOWACKI
MATTHEW ALLEN BUSH
ANDREW TAYLOR CAMPBELL
JUSTIN G NEVITT
Brandon David Phelps
David Adrian Webb
John Phillip Wright
Kyle Matucha
DANIEL JACOB SWEENEY
ILYA SEDUN
Emily Begeman
NATHANIEL A ROBINSON
Russell FOSTER Puntenney
SPENCER ROBERT FOGO
CHARLES EDWARD SCHIAFFO
RYAN MICHAEL BUYER
Joshua David Witkowski
CHRISTOPHER JON DUCHEMIN
KARL BRADLEY MARKO
Matthew Scott Pyle
MIRANDA DAWN THOMPSON
CORY M KENNEDY
PHILIP J VAN DEUSEN
AUSTIN K STARK
JARED JOHN DAKOVICH
MAKENZIE ALLYNN BROWN
CHASE MITCHELL ALEXANDER
Bryson T Banks
Ty-Christian Bissen
NOAH CALEB KRAMER
Steven Phillip Cygan
Katherine Anne Alt
JOSEPH M PICH
EDWARD W MCCOY
KESHAUN DANTE STEWART
ANDRES NUNEZ
CASEY T GLICK
NICHOLAS EDWARD MARTIN
MATTHEW C SHERMAN
BOBBY L JONES
SCOTT DANIEL KELLAR
LASITAPORN K CAUDILL
COLIN NATHANIEL THURSTON
CAMERON R GREEN
LEE ANN SELLS
Joshua Isaiah Pickard
Evangelia Platis
Justin Michael Edmundowicz
Jacob Andrew Miller
MARK ALAN SETTLEMYRE
GEORGE IRVIN GARRISON
John R Heiden
DAVID BURL SCURLOCK
JEFFREY DAVID HOLT
JOHN LOUIS BENDELE
STEPHEN ALLAN ANDERSON
Ronald Andrejs Lacis
KYLE THOMAS BRICKER
WILLIAM RUSSELL BUSH
Karl D Houck
RYAN L VALENTINE
RODERICK MAYO SOGOCIO
Jonathan Michael Mareachen
Autumn Sundown Walker
SARAH ELIZABETH FOSTER
SEAN R HANSEN
CHRISTOPHER J OCONNELL
DAVID CHRISTOPHER CAMPBELL
QUENTIN XAVIER SAMPSON
Andrea Caroline Loucks
Angela Rose Buttner
TIPHANI NICOLE JANSING
RANDALL LEE BAKER
Clayton T Witt
Nicholas Aaron Beets
Kelly Michelle Eales
MARK ANDREW BALASZEK
David Eugene Surles
Jonathon B Wenzel
Brian William Collins
CALEB MICHAEL RIDDLE
Joshua Steven Corrie
Luke Alan Lohrstorfer
Patrick Rickman
Brian Malcolm Lebowitz
Stephen Munsch
Joshua Johannsen
Noah Christian Hummel
Michael Perry Durr
Ashton Joseph Zigler
Kurt Evan Woodward
Jacob Liggett
THOMAS JAMES SVENSTRUP
MARK LUDWIG SIMMEL
MICHAEL WAYNE CULLIPHER
ALAN MICHAEL IMES
ERIC MATTHEW KLAES
Graham Richard Pollack
MAGGIE JOY HOOPS
Andrew Gregory Pianko
JAMMY JO STRAUB
John Christian Roach
Alan Martin Molnar
Whitney Hull
NATHAN L BUBASH
Jamal Vinson
LAUREN MICHELLE COOK
JOSEPH VINCENT SHIVELY
Owen Gene OShaughnessy
Antonio Colon
Logan Sheley
Melanie L Collier
Kenneth Franklin Williams
Jeremy Edward Decatur
Kenneth Cameron Datro
Michelle Nguyen
Samuel Lee Jackson
Quan Nhat Truong
Quinlan Michael Parient
Hercel L Leveringston
BENJAMIN J DRURY
MICHAEL GRANT FELMET
Megan Ann Layton
Jacob Allen Wash
ANTHONY TODD JONES
Daniel Munger
Darrell Anthony Woehler
Derrick Allen Presley
NICHOLAS LEE SUMPTER
Philip David Leiby
Joseph Ryan Ledbetter
Patricia L Seegmiller
NATHANIEL ARNOLD TURNER
JEFFREY ARTHUR MESSER
TIMOTHY ROBERT SUTTON
MARK THOMAS ROCHFORD
GEORGE LEE BAWCUM
JEFFREY ROBERT RITTER
PHILIP ANDREW KOSTAROFF
ZACHARY THOMAS SCOTT
BRYON EUGENE FOLEY
THOMAS PAUL GALULLO
Michael Thomas Galullo
MICHAEL CHARLES DICKERSON
DAVID JASON SMITH
ANDREW EUGENE MARDAR
DANIEL ALLEN SHREVE
David Bruce
JEFF BRAD SONDHELM
Julie D Wrin
ANDREW M PARRISH
BRIAN T KINCANON
Sergio Miguel Corrente
THOMAS PATRICK TUCKER
LAWRENCE IRVIN TUROW
ANGELA GRABOVSKY
LEONID GRABOVSKY
DAVID BLAKE GRANSON
Kelley Maguire
Mackenzie Leigh Tice
Grant Abram Johnson
DANA GREEN
Justin Long
Joshua Martin Vela
LISA LYNN BROWN
Alistair M Filmore
John Joseph Gresehover
STEVEN THOMAS DUM
Matthew Bell
Brad Scott Sottong
Henry David Dellenger

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