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Best financial advisors in Wheeler, IN

Registered advisers within 25 miles of Wheeler, IN.

Offices
212
Firms
61
Combined AUM
$8.29T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,078,478 clients when Item 5C has a number
Avg / client
$7.69M
Combined AUM ÷ clients

Nearby offices

Firms

MWM ADVISORY GROUP, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
FIRST HEARTLAND CONSULTANTS, INC.
CREATIVE FINANCIAL DESIGNS, INC.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
ADVISORY SERVICES NETWORK

Investors

JOSEPH RICHARD MURPHY
Steven Mitcheltree
Mason Maple
Jamie Darryl Lewis
Daniel Robert Reisen
NICHOLAS WILLIAM OLLEARIS
MICHAEL RICHARD LOBECK
BRIAN JAMES BOLEK
JON CHRISTOPHER LYONS
Sam Salameh
Timothy Patrick O'Brien
JEFF LEE LARIMORE
Mark R Price
Brandi L Restle
PETER N SARBIESKI
NORMAN BARRY BERMAN
NATHAN SCOTT SMITH
Steven C Underwood
Whitney M. Trimble
Scott C Reiner
Samuel Shaw
DANNY LEE WILBURN
Michael Anthony Kosteskie
JAMES PATRICK ULMAN
MARINO PARRISH STATH
ERIC C. GARRARD
Victor Le Roy Sikorski
Patrick Alan Hedge

Within 25 miles of Wheeler, IN, Best Investors lists 61 registered investment advisory firms with 212 offices nearby, managing about $8.29T in combined regulatory AUM across 1,078,478 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 Wheeler

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 CAPTRUST 963 advisers $1.24T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM