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Best financial advisors in Indiana, PA

Registered advisers within 25 miles of Indiana, PA.

Offices
60
Firms
26
Combined AUM
$5.23T
Firm-wide filings, not assets booked only here
Clients
753K
752,585 clients when Item 5C has a number
Avg / client
$6.96M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
STRATOS WEALTH PARTNERS, LTD
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIGNAL ADVISORS WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Investors

TYLER ORION RUBY
Shannon Jo Kimmel
KURTIS RAYMOND KUYAT
MELINDA J DISQUE
SHANNON MARLENE SOTTILE
LARRY ALBERT CATLOS
DOUGLAS MICHAEL STEVE
Scott G Weber
LUKE ANDERSON
Donna M Yvanek
Lee Ann Hart
Nolan Gregory Stokes
Levi Joshua Allison
Owen W Kegel
Nicholas J Westrick
Matthew Difilippo
Vincent Daniel Hanig
Garrett Britton
Shawn Michael Steffee
CHRISTOPHER MICHAEL ADAMS
Melissa Lynne HERMAN
FRANK CAMPBELL KINTER
JOHN PAUL KINNEY
BRADLEY LEWIS PETERSON
DAVID CHADWICK FRICK
David Levi Frick
Devon Matthew Murphy
STEVEN PAUL TUNINK
Philip M Vitalbo
NATHANAEL LEE ARTHURS
Geri L Defilippi
MARGARET R GRAY
KRISTAIN DAWN KRECOTA
DAVID WILLIAM SMITH
ROBERT LEROY MYERS
ROBERT J. MONTAG

Within 25 miles of Indiana, PA, Best Investors lists 26 registered investment advisory firms with 60 offices nearby, managing about $5.23T in combined regulatory AUM across 752,585 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 Indiana

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM