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Best financial advisors in Wheatfield, IN

Registered advisers within 25 miles of Wheatfield, IN.

Offices
98
Firms
37
Combined AUM
$4.76T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,053,212 clients when Item 5C has a number
Avg / client
$4.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
HORACE MANN INVESTORS, INC.
LAUER WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
REDHAWK WEALTH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
ON INVESTMENT MANAGEMENT CO

Investors

Robert John Bryant
WILLIAM CASEY GUISINGER
NORMA JEAN SIMS
DEREK TIMOTHY STEGENGA
NICOLAS WILLIAMS
RONALD ALLEN WALLMAN
JOHN GERARD LAUER
JOHN MATTHEW LAUER
GENE ROBERT HAMSTRA
Christine M Bogan
ARTHUR DAVID LONG
Sean Matthew Yallaly
NEIL DAVID KLEMME
Kenneth Aaron VanHouten
Brock Hurley
JULIANNE MARIE CHARLESWORTH
Justene Rayanne Charlesworth
Robert Dale Bober
Aaron David Patten
Brock Lloyd
Joseph John Arroyo
Simon Douglas Coleman
DAVID ANTHONY STOWERS
Steven C Underwood
Whitney M. Trimble
Scott C Reiner
Patrick Alan Hedge
William George Pendleton

Within 25 miles of Wheatfield, IN, Best Investors lists 37 registered investment advisory firms with 98 offices nearby, managing about $4.76T in combined regulatory AUM across 1,053,212 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 Wheatfield

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM