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Best financial advisors in Winchester, IN

Registered advisers within 25 miles of Winchester, IN.

Offices
58
Firms
24
Combined AUM
$4.66T
Firm-wide filings, not assets booked only here
Clients
953K
953,333 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

ONEAMERICA SECURITIES, INC.
EDWARD JONES
CAPITAL CITIES INVESTMENTS
CALTON & ASSOCIATES, INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.
CREATIVE FINANCIAL DESIGNS, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Howard Wesley Koch
Kevin G Addington
Matthew Arthur Haney
BRYAN KEITH ALEXANDER
Maurice Evans Richardson
WESLEY SCOTT WILT
ANNETTE RENEE ALEXANDER
TAMRA D KAUFMAN
Cooper Elijah Jacks
TROY ALLEN JACKS
Andrew Drake Houck
Todd Charles Subler
TIMOTHY ALLAN KLINGENSMITH
David Edward Connelly
Abigail Lynn Benter
Scott Edward Benter
Karley Catherine Theurer
Christian Michael Stueve
TERRY W MAY
TRENT MAY
GARY LYNN CLOYD
DOUGLAS ALAN SHIELDS
Zachary Adam Bruening
Brad Hare
Lexi M. Damewood
Phillip James Pierri
CLAIRE KRESS NEISWANDER
MATTHEW DWIGHT ARNOLD
NICHOLAS ANDREW BURNS
CRYSTA M BLOOMINGDALE
MARK MICHAEL WRIGHT
TYLER JOHN POEPPELMAN
Kylee Marie Teague
Wilbur Kenneth Teague

Within 25 miles of Winchester, IN, Best Investors lists 24 registered investment advisory firms with 58 offices nearby, managing about $4.66T in combined regulatory AUM across 953,333 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 Winchester

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