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Best financial advisors in Whiteland, IN

Registered advisers within 25 miles of Whiteland, IN.

Offices
402
Firms
141
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
3.03M
3,032,282 clients when Item 5C has a number
Avg / client
$4.62M
Combined AUM ÷ clients

Nearby offices

Firms

SMI ADVISORY SERVICES, LLC
VERTICAL WEALTH, LLC
FIFTH THIRD SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAPITAL FINANCIAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MINDSET ASSET MANAGEMENT, LLC
MINDSET WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
MONEY CONCEPTS CAPITAL CORP
THE JUST COMPANY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC

Investors

Isaac Jones
SANDRA MORRISON
PAUL LANCE WILKIN
ANTHONY SHAYNE AYERS
BRYCE WILLIAM FATHAUER
Brian R Mondics
CHRISTOPHER MICHAEL HERRMANN
BRIAN JOSEPH WHEELER
Robert Ray Wisneski
Vinya Muso
Jay Clinton Gagne
STANLEY WHITTLESEY
Scott A Gwin
Krista Scott
BRENDA T BOND
MARK ALLEN VANDYGRIFF
PETER GORMAN BJELOPETROVICH
SETH WILLIAM WEBB HICKLE
JAMES WILLIAM HUMPHRIES
WILLIAM LOUIS HAMMOND
JEFFREY ATWOOD VALLER
JAMES EVERETT VITOU
ERIC DYLAN ROGERS
HEATHER RENEE SCHMIDT
JOHN D ATKINS
ANDREW CHASE EATON
LUKE SOMMERS
KENT RICHARD PRESTON
BRANDON ANDREAS MAINZ
Michael Scott Lantz
Samuel Christopher Ellsworth
MARK WILLIAM JUST
FITZGERALD CHARLIER
JOHN STUART MEDARIS
JAISUK KIM
SAMANTHA MARIE HARRIS

Within 25 miles of Whiteland, IN, Best Investors lists 141 registered investment advisory firms with 402 offices nearby, managing about $14.0T in combined regulatory AUM across 3,032,282 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 Whiteland

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM