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Best financial advisors in Whitestown, IN

Registered advisers within 25 miles of Whitestown, IN.

Offices
653
Firms
252
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,113,995 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
VALEO FINANCIAL ADVISORS, LLC
ONEAMERICA SECURITIES, INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
HOWARD BAILEY SECURITIES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MONON WEALTH MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ON INVESTMENT MANAGEMENT CO
MICHAEL ASSOCIATES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC

Investors

ELIZABETH A SHEETS
Cheryl Lynn MacPherson
Scott Smithson
Kimberly M Williams
Joshua Frazier
KYLE WILLIAM ERB
JUSTIN M PADGETT
MELISSA BUCHERT
Sarah Elizabeth Arthur
Tyler Hockett
David Brown Gilliland
ANDREW NATHAN TELLITOCCI
GEOFF M BECK
DANIELA L AVILES
Dylan Ray Brooks
William Logan
Nathan M Kilpatrick
Aidan Parker Newsom
Robert W Tuckfield
Colton Romine
Noah Heim
Luke W Lambeck
Davis Odom
Nick Frey
Ali Hakim
Cody H Gutwein
Joshua R Bowers
FERNANDO LAWRENCE ORTIZ
PHILLIP CHRISTOPHER MICKEL
CHARLOTTE LIPPERT
JAMES MASON HUGHES
ROBERT JAMES EDWARDS
CHAD DENNIS REED
LAUREN A. BROWN
MATTHEW DAVID JARVIS
JAMIE NICOLE VLADUCHICK
MATTHEW TYLER WILLIAMS
GREG THOMAS JORDAN
KRISTINE MERTA
KATIE J Smith
Shaun Robert Williams
DAVID A PAGE
NICHOLAS A FOHRER
WILLIAM Lawrence KINDER
JOHN HARRISON BROWN
MATTHEW A PRESLEY
Kara M Wright
Michael W Phillips
Zachary Meyer
LINDSEY ALYSHA FAIRCHILD
Jacob Paul Zeiher
Jacob Eric Valdick
Audra Nicole Dial
Benjamin Franklin Mossoney
Jacob Matthew Smith
Heath Lange
Blake A Montgomery
Zachary Allen O'Connor
Laura Kathleen Wilson
Regan Clark
Jacob Woodward
KATELYN LEANN TURCHECK
James Brashaber
Brent Alan Williams
CHARLES SCOTT PENOLA
Paige Sumner Sanfelippo
Shelby Ferstl
Logan Mears
Easton Meyer
Andrew Charles Michael
William Harrison Syrus
James Ambrose Scheri
Trey Nobbe
Luke Joseph Keller
Clay Campbell
Brett Michael Ploss
Cassidy Karin Hardy
Hal Armstrong
Sarah Cazares
JOHN CHARLES TROTT
PHILLIP RICHARD EVANS
RICHARD DOUD SEAVER
JOHN THOMAS WORTMAN
DAVID LEE HECHT
DANIEL T HOUCHENS
BRIAN C ROSSWURM
KRISTEN M RUETH ALLEN
ERICH HALDEN STOUT
CHINTAN DESAI
Parker Allen Maxwell
JOHN CALEB HARDMAN
Johnny R Jager
Charles Ney
Virginia Leigh Fix
Matthew William Keller
Evan LaBrecque
Peter Joseph Nakpil Royeca
Ryan David Price
Nicholas John Weyhmueller
Madison Theile
TED CHRISTOFOLIS
PHILIP JAMES WALLIN
HAYDEN Harrison LUDWIG
GARRETT WAYNE CHMIOLA
Ashton Pocta
Katherine Harper
Grace Carlisle Evans
CHRISTOPHER JAMES SIEGL
Emeliano Austin Paul Ameye
RICHARD DEANE JEFFORD
Kenneth Eric Fritz
DREW THOMAS GORE
NICOLE D TATE
Mason James Webb
Matthew C Schmitt
Kathryn Rene Dutton
Owen D Ogle
Jacob Lopez
Jeremy Thomas Benziger
Bryan Keith Todd
BRANDON STIERWALT WILLETT
Jonathan Tyler Bensen
Logan J Wheeler
Jacob T Fisher
Ryan Michael Mulcahy
MEGHAN RAEANN CADY
WARREN STEINBORN
THOMAS PAUL GALULLO
Michael Thomas Galullo
Ronald Edward Ellis
Grant Tyler Welter
THOMAS PATRICK TUCKER
LAWRENCE IRVIN TUROW
ANGELA GRABOVSKY
LEONID GRABOVSKY
DAVID BLAKE GRANSON
Kelley Maguire
Mackenzie Leigh Tice
Grant Abram Johnson
DANA GREEN
Justin Long
Joshua Martin Vela
LISA LYNN BROWN
RAYMOND JOSEPH KRAMER
STEPHANIE SUE WILSON
JOHN DARRICK HUTCHENS
MARK EDWARD RHODES
Hunter Bartholomew
JORDAN ASHLEY DAVAN
JOHN MATTHEW BROUGHTON
DANIEL R HESCH
Timothy Patrick Reidy
AMANDA KEELY FITZPATRICK
ANDREA L. BLASSARAS
JOHN J MORNINGSTAR
Corey Jeanor
JACOB DANIEL STATZ
ALICIA MARIE SMITH
MONTGOMERY HOWARD MEEKS
KARTHIK RAGHUPATHY
Matthew John Hall
LESLIE ANN SHAW
BRUCE C MCCAW
Amy McNally Simpson
Michael Ready
Joseph David Reitz
JAMES MICHAEL ANDERSON
DAVID DANIEL KIECKER
SCOTT PATRICK CORK
JAMES M MUNDER
JON GREGORY BRAZZALE
Mark Robert Merchant
Karisa Reynolds
Embry Clark Horal
Alyson Lancaster Frantz
RACHEL HARCOURT
MICHAEL JOE MATHEWS
Benjamin Oles
Cole Alexander McCarter
ROBERT CLETUS PHILLIPS
BRIAN LOWELL SHORT
TIA MARIA LEE
Eric Gordon Giddings
DANIEL D MEIKLEJOHN
Zachary John Quante
LESLIE DIANE THOMPSON
MICHAEL LEE CLAYMAN
THOMAS M BODIN
LINDSEY ANN WEBER
Samuel Katuzienski
BRIAN EUGENE PINGATORE
KATHERINE FROKEDAL COLLINS
Andrew W Collins
ERIC JAMES OUSLEY
BRIAN ANTHONY ROEMKE
Christopher Michael Rodgers
Gavin Baer O Dell
Jack Crider
Steven Andrew Morlock
JAMES M CAREY
Joshua Michael Roth
Neil Carr
Jacob Ryan Whalen
Shaina Keck

Within 25 miles of Whitestown, IN, Best Investors lists 252 registered investment advisory firms with 653 offices nearby, managing about $15.4T in combined regulatory AUM across 3,113,995 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 Whitestown

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