Best financial advisors in Young America, IN

Registered advisers within 25 miles of Young America, IN.

Offices

63

Firms

27

Combined AUM

$4.18T

Firm-wide filings, not assets booked only here

Clients

622K

622,259 clients when Item 5C has a number

Avg / client

$6.71M

Combined AUM ÷ clients

Nearby offices

CREATIVE FINANCIAL DESIGNS, INC.

608 E. BOULEVARD
KOKOMO, IN 46902

13.9 miles away

KEY INVESTMENT SERVICES LLC

1151 E HOFFER STREET
KOKOMO, IN 46902

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

1213 E. Hoffer St
Kokomo, IN 46902

14.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1821 DOGWOOD DRIVE
Kokomo, IN 46902

14.1 miles away

MILESTONE ASSET MANAGEMENT, LLC

1825 DOGWOOD COURT
KOKOMO, IN 46902

14.1 miles away

BROOKSTONE CAPITAL MANAGEMENT LLC

1825 DOGWOOD COURT
KOKOMO, IN 46902

14.1 miles away

MILESTONE ASSET MANAGEMENT, LLC

1825 Dogwood Dr
Kokomo, IN 46902

14.1 miles away

OSAIC WEALTH, INC.

521 E LINCOLN RD
KOKOMO, IN 46902

14.2 miles away

SMITH FINANCIAL

1830 S. PLATE ST.
KOKOMO, IN 46902

14.2 miles away

LPL FINANCIAL LLC

3134 S LAFOUNTAIN ST
KOKOMO, IN 46902

14.2 miles away

HARBOUR INVESTMENTS, INC.

1608 E Hoffer St
Kokomo, IN 46902

14.3 miles away

EDWARD JONES

1622 E HOFFER ST
KOKOMO, IN 46902

14.3 miles away

INDEPENDENT ADVISOR ALLIANCE, LLC

3806 Southland Avenue
Kokomo, IN 46902

14.3 miles away

PNC WEALTH MANAGEMENT LLC

3701 SOUTH LAFOUNTAIN STREET
KOKOMO, IN 46902

14.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

217 E SOUTHWAY BLVD SUITE 105
KOKOMO, IN 46902

14.5 miles away

LPL FINANCIAL LLC

2800 SOUTH REED ROAD
KOKOMO, IN 46904

14.7 miles away

EDWARD JONES

1201 W ALTO RD SUITE 12
KOKOMO, IN 46902

15.1 miles away

CREATIVE FINANCIAL DESIGNS, INC.

2704 S GOYER RD
KOKOMO, IN 46902

15.3 miles away

CREATIVE FINANCIAL DESIGNS, INC.

2704 S. GOYER RD.
KOKOMO, IN 46901

15.3 miles away

MONEY CONCEPTS CAPITAL CORP

59 N PLANK ST
ROSSVILLE, IN 46065-0580

16.5 miles away

Firms

CREATIVE FINANCIAL DESIGNS, INC.

KEY INVESTMENT SERVICES LLC

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MILESTONE ASSET MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

OSAIC WEALTH, INC.

SMITH FINANCIAL

LPL FINANCIAL LLC

HARBOUR INVESTMENTS, INC.

INDEPENDENT ADVISOR ALLIANCE, LLC

PNC WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MONEY CONCEPTS CAPITAL CORP

Investors

BROOKE LEIGH ROCKEY

DEAN CURTIS HUSTON

Brandi Sue Jones

Kaley Alayne Lyons

Kenneth Jacob Brown

SALLIE JO BOWER

Thomas Avery Hayes

THOMAS BRIAN HAYES

MELISSA D MCFADDEN

JASON MICHAEL KENDALL

WILLIAM EDWARD SNOW

AARON TAYLOR SMITH

Blake William Brutus

RICHARD ALLEN SMITH

MARY KATHRYN SOMMERS CARDEN

Jennifer Nichole Cole

JOHN WILLIAM DEAN

ANDREW W ROLLER

KOURTNEY J SHAWHAN

SHARON KAY CONNER

ANDREW SCHRODER

JASON ANDREW RUSH

CHRISTOPHER ALLEN COOK

James Robert Hopkins

Kristin Nicole Maulden

Jeffrey R Hughes

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

MICHAEL CLINT GRIFFIN

MICHAEL HELMUT GRAEF

LISA DAWN RADERSTORF

JOANNE RAE BROADWATER

DESIREE WRIGLEY

KYLE MICHAEL MARBURGER

Orrie Clayton Augsburger

BRIAN Robert CARLSON

Douglas David Hanson

Michelle Christy

BARRY GENE HICKEY

MICKEY LEE OWENS

STEPHEN THOMAS WERNER

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

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

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

ANDREW GERRY HACKETT

LARRY ALFRED CHAVEZ

LEONARD LESTER NEISLER

MARTIN ROBERT SHAPIRO

JIMM SCOTT NIDLINGER

WILLIAM DENNIS CLARK

WAYNE RAY FOURMAN

GARY LYNN CLOYD

Adam Fullenkamp

Ethan Criswell Hays

Ryan Douglas Ollar

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

Michael Lynn Meador

Within 25 miles of Young America, IN, Best Investors lists 27 registered investment advisory firms with 63 offices nearby, managing about $4.18T in combined regulatory AUM across 622,259 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 Young America

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM