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Best financial advisors in Zionsville, PA

Registered advisers within 25 miles of Zionsville, PA.

Offices
560
Firms
176
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,359 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MILESTONE FINANCIAL ASSOCIATES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
EDWARD JONES
GIBBS WEALTH MANAGEMENT, LLC
INTEGRITY ALLIANCE, LLC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
ERICKSON FINANCIAL GROUP, LLC
COMMONWEALTH FINANCIAL NETWORK
GURNIAK FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC

Investors

BRUCE D HILLEGASS
DAVID SAMUEL COULT
JEFF W LANSCEK
Holly O Clarke
Jeffrey Alex Hegedus
Justin T Poccia
Mihir Shital Saudagar
JUSTIN RUSSELL MILLER
PAUL ANTHONY JULIANO
THOMAS SCOTT BARTHOLOMEW
RONALD JOHN YELLETS
JON M ERNST
Mary Clements Evans
CRYSTAL ANNE DYE
Richard Joshua Whitelock
Morgan Lynn McNeely
Zachary David Long
MICHELLE ANN TAUBER
KEITH JOSEPH HOLMES
LOUIS JOSEPH LAMOREAUX
JAMES RUSSELL BAKER
Jeffrey Alan McElhaney
THEODORE M MOYER
ROSE ANNE GALEANO-PHILLIPS
Sean Lyons
MELVIN DALE NACE
Charan Preet Kaur
ANTHONY AUGUST VOROS
LUIS RAMON RIVERA
KERRY DUANE ERICKSON
Chad David Wakeman
TIMOTHY J. ERICKSON
DAVID JOSEPH GRUBE
Craig W Peoples
PATRICIA LYNN PEOPLES
Seth N Maulfair
DUANE ERIC PEOPLES
RICHARD THEODORE GURNIAK
Jessica Ann Paretta
Chris Talpas

Within 25 miles of Zionsville, PA, Best Investors lists 176 registered investment advisory firms with 560 offices nearby, managing about $14.2T in combined regulatory AUM across 2,761,359 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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM