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Best financial advisors in Whiting, IN

Registered advisers within 25 miles of Whiting, IN.

Offices
1,545
Firms
752
Combined AUM
$28.0T
Firm-wide filings, not assets booked only here
Clients
5.45M
5,445,478 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
HORIZON INVESTMENT SERVICES, LLC.
GEHRIG CAPITAL MANAGEMENT, INC.
FIFTH THIRD SECURITIES, INC.

Investors

James Campbell Balk
MARTIN CHARLES TERRY
TONYA L. SANTOS
Renata Burns
CARDELL MCCOLLUM
JOSEPH GENE PORTER
KYLE S DEMPSEY
RAHMAN A HEMICA
Nicole Aguirre
PETER T GERMICK
Beau Gutierrez
WINFRED F. WALKER
MILTON JEFFREY TUCKER
Shelby Lynn Cavanaugh
David Burton Walle
CHARLES BRIAN CARLSON
RICHARD JOHN MORONEY
Robert Allen Sweet
DAVID ALAN WRIGHT
LARRY EARL HANDLEY
IMANI NUBIAN BUSSELL
GANITA MALANE YOUNG
JOANN WOODS RICHARD
LOTHAR B GEHRIG
MARK DEHAAN
Brian Kirkland
TODD JOSEPH AVERY
DWAN DENISE JOHNSON-BELL
DAVID MATTHEW ALONZO
Gilbert Edmond

Within 25 miles of Whiting, IN, Best Investors lists 752 registered investment advisory firms with 1,545 offices nearby, managing about $28.0T in combined regulatory AUM across 5,445,478 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 Whiting

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM