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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

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.
FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
US AGRICULTURE
LEWIS WEALTH MANAGEMENT, LLC
FUHRMANN CAPITAL
AN EXCEPTIONAL LIFE FINANCIAL, LLC

Investors

Stuart Spencer
Paul Stafford Anderson
TODD GERALD MCCLURE
JEREMY VINCENT COOK
CHRISTOPHER LEE TINDER
Brett Brooks
BETH E HELM
JUSTIN MICHAEL SMITH
JENNIFER ANN HOLLAND
Chris Y Statz
Danny R Jackson
Anna Marie McCahill
Patrick Gothard
CONNOR T RYAN
Vincenzo S Fabrizi
Leonardo Johnson
ALICIA ROSE ROENNOW
MATTHEW RYAN ZACARIAS
Kameron Troxell
Rene Wien
DUSTIN DUDE JONES
JULIAN ZAVALA
Connor J Wagoner
NICHOLAS SCOTT KEY
ARTHUR JOSEPH TIMPE
MATTHEW EDWARD KOLB
JOHN A GESHAY
JEREMY M COONS
Michael J Mann
Brody John Brumm
SHAWN R. HIGGINS
MATTHEW STEVEN TREFETHEN
ROBERT LEE NASH
KEVIN JAMES LEWIS
DUANE J HALEY
RANDALL ALLEN TARTER
RYAN CURT FUHRMANN
Kaylee Stefanie Bjarnason
CHARLES RICKY SKINNER
MYCHAL VASHON EAGLESON
Sarah Ann Sepulveda
DEMI D WENDEL
Robert Lance Duncan
Kenneth Robert Nocton

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