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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

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
BANKER INVESTMENT GROUP
EDWARD JONES
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
SPC
THRIVENT INVESTMENT MANAGEMENT INC.
TURPIN & ASSOCIATES INC
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

MELINDA JOYCE DENO
Michael Stocksick
WILLIAM GILBERT BANKER
JOSHUA MICHAEL LOGGINS
SETH ALAN PARKER
Matthew Justin Wright
MELISSA ANN ACHER
Jermaine D Hawkins
DOUGLAS BRYAN HOLDER
GARRETT RYAN CHENEY
DENNIS EDWARD SYNESAEL
RITCHIE LYNN HOFFMAN
STEPHEN P KAVOIS
Patricia Zehner Caliendo
Daniel Douglass
CHARLES ALEXANDER VERGARA
AMANDA S BARTHELEMY
DALE JOHN DRIGGS
Christy Lynn Robertson
FRANK EDWARD TURPIN
DIEGO DE LOS SANTOS
Matthew David Haskett
M Jeremy McKitrick
Glen Asbury
ALLISON RANDA GARDNER

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