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Best financial advisors in Williamstown, IN

Registered advisers within 25 miles of Williamstown, IN.

Offices
73
Firms
29
Combined AUM
$5.70T
Firm-wide filings, not assets booked only here
Clients
992K
991,574 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
HARDWICK CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
W&S BROKERAGE SERVICES, INC.
3FOURTEEN & SMI ADVISORY SERVICES, LLC
SMI ADVISORY SERVICES, LLC
MCAVOY KEMP WEALTH MANAGEMENT, LLC

Investors

Crystal Catherine Neil
TROY JAMES FORMAN
NICHOLAS DANIEL COMBS
Patrick Hart Baltus
SCOTT DALE CARMONY
WILLIAM BRIAN HARDWICK
Bryan K Hanner
David K Phares
MARRISA MICHELLE TAYLOR
JAMES PAUL APPLE
Lonnie D Tate
Paul Dayment
Jacqueline Greathouse
ROBERT J FISCHVOGT
BRETT GLADDEN
Devon Niehoff
THOMAS ANDREW ROLL
Isaac Jones
SANDRA MORRISON
PAUL LANCE WILKIN
ANTHONY SHAYNE AYERS
BRYCE WILLIAM FATHAUER
Brian R Mondics
FRANK EDWARD TUXWORTH
SCOTT EDWARD OLIPHANT
Christopher Jennings Burnett
Dylan Russell
Justin Oliphant
CHERYL ANN MCAVOY
JIMMY DEAN KEMP

Within 25 miles of Williamstown, IN, Best Investors lists 29 registered investment advisory firms with 73 offices nearby, managing about $5.70T in combined regulatory AUM across 991,574 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 Williamstown

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

1 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM