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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
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
LINCOLN INVESTMENT
SPC
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
J.P. MORGAN SECURITIES LLC

Investors

Ryan Dale Hiatt
James Roscoe Womack
Jarrad Kane Odle
MATTHEW JOSEPH ANDERSON
MYLON M LOGAN
CHRISTINA S PAYNE
Michael Reynolds
SCOTT AUSTIN CARLSON
Luke Nelson Mitchell
CARMINO BOVE
CORY MICHAEL POWELL
MESHA GAE MCCARTY
KIMBERLY ILENE MORSE
PAUL BRADLEY CHURCH
DANIEL JOSEPH BOTTOMLEY
STEVEN WAYNE WARNER
CAROL ANN ALBANO
STEPHEN ALAN BOTTOMLEY
DAVID LOWELL HARDACRE
DARYL J PETRY
Anna Smith
JOHN RADFORD COMPTON
BENJAMIN DAVID HARBER
Jessica Rhoades
Joe Michael Hilton Paulus
Matt Arthur
Bryce Elliott Adam
Samantha D Hayton
MATTHEW AKERS

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