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Best financial advisors in Wheeling, IN

Registered advisers within 25 miles of Wheeling, IN.

Offices
75
Firms
27
Combined AUM
$5.07T
Firm-wide filings, not assets booked only here
Clients
1.02M
1,017,948 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BANKERS LIFE ADVISORY SERVICES, INC.
EDWARD JONES
LJI WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
BFC PLANNING, INC.
DAVID P. GILLIAM & ASSOCIATES, INC.
CREATIVE PLANNING
PFS INVESTMENTS INC.

Investors

NATHAN COLE FLETCHER
ERIC KENT COOPER
JORDAN WHITNEY RHODES
MICHELLE LYNN WALKER
ROBERT CHARLES DONATI
Adam T McHenry
Rebecca Kay McArdle
Dawn Rachelle Hines
Brendan Patrick Kerrigan
TANNER SHAFFER COULTER
TROY ALLEN HELM
Tanya Shaneyfelt
Aaron Curtis Hammond
JASON MATTHEW MAY
G Kristopher Jones
Shena R Bynum
Heath David Slain
HELLEN MARIE JUSTUS
CLINT ROBERT WILSON
Garrett Segraves
CHAD M GILLIAM
DAVID PAUL GILLIAM
Samuel E Campbell
Christopher Michael Day
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
Ashley Natasha Hansard
JOSHUA D. MATTHEWS

Within 25 miles of Wheeling, IN, Best Investors lists 27 registered investment advisory firms with 75 offices nearby, managing about $5.07T in combined regulatory AUM across 1,017,948 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 Wheeling

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM