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Best financial advisors in Zionsville, IN

Registered advisers within 25 miles of Zionsville, IN.

Offices
710
Firms
268
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,285,859 clients when Item 5C has a number
Avg / client
$4.79M
Combined AUM ÷ clients

Nearby offices

Firms

BML CAPITAL MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WEALTH ADVISORY SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
PNC WEALTH MANAGEMENT LLC
STOREN FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
HOBBS WEALTH MANAGEMENT
WAVERLY ADVISORS, LLC
CANTERBURY INVESTMENT MANAGEMENT, LLC
GENOPP CAPITAL MANAGEMENT LP

Investors

CHERI LYNN JONES
Samuel Andrew Gleaves
TIMOTHY RUSSELL HARRIS
JACK MICHAEL HARLOS
ANDREW EVERETT GLEAVES
Matthew Edward Conaway
EDWARD JOSEPH VALDETTARO
MALCOLM RICHARDSON FROST
KYLE EDWARD MARBURGER
ELIZABETH A STURGEON
M CHET WARREN
Rick Brian Davis
Eve Kensington Smith
TYLER RAY NEEDLER
JOHNELLE MICHAEL SMITH
STEVEN RICHARD SMITH
Gregory Flynn
Craig Andrew Scholtes
Alex Shrewsbury
Mark G Olsen
DEBORAH ANNE HANSON
CHRISTOPHER G HALE
MATTHEW PARKER
JOHN ANTHONY VAUGHN
Alexander Scott Kiritschenko
Greg Alan Storen
Matthew D Wilson
Kiran Bala Sharma
James Brian Biggs
RONNIE LEE JACKSON
Joseph John Cavazos
Jason Garrett Hull
LeeAnn Renae Cannon
Yvonne T Baird
James William Maguire
MICHAEL CHARLES DICKERSON
DAVID JASON SMITH
ANDREW EUGENE MARDAR
DANIEL ALLEN SHREVE
David Bruce
DAVID CHARLES HOBBS
BRIAN JOSEPH BRUNNER
PATRICK JAMES HOEHNE
KIMBERLY JO CUSTER
THOMAS LEE HARDIN
ANTHONY G THEOFANIS
NATHANIEL ARNOLD TURNER

Within 25 miles of Zionsville, IN, Best Investors lists 268 registered investment advisory firms with 710 offices nearby, managing about $15.7T in combined regulatory AUM across 3,285,859 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 Zionsville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM