Best Investors Account Sign in

Best financial advisors in Westpoint, IN

Registered advisers within 25 miles of Westpoint, IN.

Offices
87
Firms
40
Combined AUM
$9.51T
Firm-wide filings, not assets booked only here
Clients
1.53M
1,526,691 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
ASSET MANAGEMENT STRATEGIES, INC.
STRATEGIC ADVISERS LLC
THE SCHAMBER GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MCLAUGHLIN ASSET MANAGEMENT, INC.
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MORGAN STANLEY
FINANCIAL ENHANCEMENT GROUP
LPL FINANCIAL LLC

Investors

Brad Stephen Grabowski
Ryan Campbell
JEFFREY ALAN GASAWAY
JASON RYAN GREGORY
JOYCE ANN SMITH
Andrea M Gasaway
ALVIN J RUDDER
Richard J Bell
ELAINE MARIE SCHAMBER
DANIEL A SUITER
Austin Kyle
Elliot James Hartje
James Edward Keene
TROY KING
PATRICIA CARRUTHERS HORNER
PAUL INWHAN KIM
William Lee Cardwell
Brandi Downey
MEGAN RENEE SIMMONS
DOUGLAS RICHARD AMICK
MICHAEL LEE ROSE
JENNIFER LU STERRETT
YOUNG KYU LEE
Abigail Jane Rogers
DAVID SCOTT MCGAUGHEY
DAMON CHASE NEWSOM
JEFFREY ALAN BANNON
Trenton M Johnson
ELIZABETH A. THORPE
DIANE ELIZABETH IMEL
George B Burrell
John Francis Peterson
Karsyn Leigh Carpenter
Timothy Preston Kirkham
JASON DIMITRI NICOLOFF
SCOTT LYNN GILLESPIE
SHERRI RENEE BEABOUT
JESSICA ELIZABETH REBMANN
ANGELA NICOLE MARLIN
MELINDA KATHALEEN BEIER
BRYAN H STAPLETON
Jenna E Fenoglio
Brett Haan
LOUIS JOSEPH FENOGLIO
RHONDA KAY KYLE
CALEB THOMAS QUICK
JAMES ROBERT SCHRADER
DEAN A HUDDLESTON
Jamie Catherine Burton
Ashley Diane Russell
PATRICK ANDREW LEON
Jennifer Chantelle Russell

Within 25 miles of Westpoint, IN, Best Investors lists 40 registered investment advisory firms with 87 offices nearby, managing about $9.51T in combined regulatory AUM across 1,526,691 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 Westpoint

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM