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Best financial advisors in Yorktown, IN

Registered advisers within 25 miles of Yorktown, IN.

Offices
81
Firms
31
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
895K
894,775 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LJI WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
BANKERS LIFE ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
DAVID P. GILLIAM & ASSOCIATES, INC.
ROCKMAN MADE WEALTH MANAGEMENT
CREATIVE PLANNING
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BRANDT JONATHAN KARNES
REID ALEXANDER LONG
ROBERT WAYNE TYLER
CHRISTOPHER SCOTT BUNCH
JILLIAN ELAINE CULY
Christopher Michael Day
NATHAN COLE FLETCHER
CLINT ROBERT WILSON
Brendan Patrick Kerrigan
TANNER SHAFFER COULTER
ERIC KENT COOPER
JORDAN WHITNEY RHODES
ROBERT CHARLES DONATI
Adam T McHenry
Rebecca Kay McArdle
MICHELLE LYNN WALKER
CHAD M GILLIAM
DAVID PAUL GILLIAM
Samuel E Campbell
Dawn Rachelle Hines
JASON MATTHEW MAY
DANA HARRIS WILTSEY STALLINGS
MICHAEL BLAKE ONIEAL
ANGELA DELYNN CORTWRIGHT
Tanya Shaneyfelt
Aaron Curtis Hammond
Ashley Natasha Hansard
JOSHUA D. MATTHEWS
G Kristopher Jones
Shena R Bynum
TROY ALLEN HELM
BRIAN CHARLES OSNER
THOMAS WILLIAM DAVIS

Within 25 miles of Yorktown, IN, Best Investors lists 31 registered investment advisory firms with 81 offices nearby, managing about $4.64T in combined regulatory AUM across 894,775 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 Yorktown

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 4 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM