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Best financial advisors in Windfall, IN

Registered advisers within 25 miles of Windfall, IN.

Offices
114
Firms
33
Combined AUM
$4.81T
Firm-wide filings, not assets booked only here
Clients
937K
936,995 clients when Item 5C has a number
Avg / client
$5.14M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CREATIVE FINANCIAL DESIGNS, INC.
CETERA INVESTMENT ADVISERS LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.
SMITH FINANCIAL

Investors

Justin Hersberger
MATTHEW LYNN MINICK
Scott P Reed
Samuel Scot Caley
Jason Adam Hare
Neal E Young
Kurt David Hare
Michael Andrew McNeal
STEVE ALLEN JONES
Barbara Colby Taylor
ERIC KIM HALL
OTTO EVERETT RAY
ROBERT KENNEDY KRETZ
ROBIN GARDNER LEE
KREGG JERROD ROOZE
JUSTIN LEE KEELING
DAVID LARRY DRUMMOND
KENT ALLEN LALONDE
SUE ELLEN ALLBAUGH
JEFFERY SCOTT LILLIE
KURT RICHARD SUPE
Matthew David Powlen
JACK D BRANNAN
MICHAEL CLINT GRIFFIN
MICHAEL HELMUT GRAEF
LISA DAWN RADERSTORF
JOANNE RAE BROADWATER
DESIREE WRIGLEY
KYLE MICHAEL MARBURGER
Orrie Clayton Augsburger
BRIAN Robert CARLSON
Kylie Hays
Douglas David Hanson
Michelle Christy
BARRY GENE HICKEY
MICKEY LEE OWENS
STEPHEN THOMAS WERNER
DAVID SIMEONE
STEVEN CARPENTER
CHRISTOPHER MICHAEL BUXTON
JASON SCOTT MURPHY
BENJAMIN PAUL FORGRAVE
ROBERT HERBERT BRITTON
JOSEPH LOUIS HIDALGO
ANDREW JOHN KLINKER
STEVEN CRAIG NEUSTAEDTER
DAVID CALVIN LOLLEY
CHRISTIN NICOLE CLARK
LARRY LOREN WEICHEL
THOMAS ELI BEACHY
RYAN MICHAEL WILLIAMS
KATHI ANN DUNLAP
CHRISTOPHER M ROCKEY
Joseph Verissimo
BRANDON DOUGLAS AKERS
ERIC D GRZEGORSKI
SAEED ABDULLA SULAIMAN
JAMIE SMITH BARBER
Kevin Mark Lewin
Cole Daniel Schroeder
Kiersten Nicole Tate
Jacob Jack Oliver
Caleb Andrew Clark
David Kurschat
Joseph Ryan Bates
Braeden Scott Bryant
EDWARD FRANKLIN CAMP
WILLIAM LEE GROSSMAN
JILL RENE WOODS
WILLIAM EDWARD BREAGY
BRENT ANTHONY OWENS
PIETRO JOSEPH PASSALACQUA
MICHAEL JOHN DUSOLD
KELLY MARIE STOCKBERGER
MARK GRAY
CHRIS KEVIN COCHRAN
MAC ARIC CARPENTER
RANDY JOE UMBAUGH
SHERRY ANN HIGHT
PAUL HOWARD MILLER
ROSEMARY A ROBINSON
JARED MATTHEW HOUSEMAN
MARK LEON MAGRUDER
RYAN ALEXANDER DEAMICIS
ROBERT JOSEPH SOOHEY
MATTHEW J HOLT
ANDREW GERRY HACKETT
NATHAN D CRUZ
LARRY ALFRED CHAVEZ
Bailey Owens
LEONARD LESTER NEISLER
MARTIN ROBERT SHAPIRO
JIMM SCOTT NIDLINGER
WILLIAM DENNIS CLARK
D MARK SMITH
WAYNE RAY FOURMAN
GARY JAMES OIE
Donna M Ray
GARY LYNN CLOYD
Adam Fullenkamp
Ethan Criswell Hays
Ryan Douglas Ollar
Austin England
PAUL ANDREW LAPOINTE
TROY AUSTIN JERRILS
CHRISTOPHER C HULL
MATTHEW CHARLES RENDER
SCOTT WILBUR LUCAS
James Hoodenpyle
Kyle Benjamin Glenn
Cole Elliot Silva
Andrew Michael Drufke
Michael David Hanley
STEPHEN CRAIG MATSON
Shelbie Augustia Williams
Angel Luis Sotomayor
MATTHEW O BAHRENBURG
Jeffrey R Hughes
Kristin Nicole Maulden
JASON ANDREW RUSH
CHRISTOPHER ALLEN COOK
James Robert Hopkins
ANDREW SCHRODER
JOHN WILLIAM DEAN
ANDREW W ROLLER
KOURTNEY J SHAWHAN
SHARON KAY CONNER
Jennifer Nichole Cole
MARY KATHRYN SOMMERS CARDEN
JACKSON M BUSH
DAVID J THOMAS
MELISSA D MCFADDEN
JASON MICHAEL KENDALL
WILLIAM EDWARD SNOW
AARON TAYLOR SMITH
Blake William Brutus
RICHARD ALLEN SMITH

Within 25 miles of Windfall, IN, Best Investors lists 33 registered investment advisory firms with 114 offices nearby, managing about $4.81T in combined regulatory AUM across 936,995 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 Windfall

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM