Best Investors Account Sign in

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

STRATEGIC ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
B. RILEY WEALTH ADVISORS, INC.
MB, LEVIS & ASSOCIATES,LLC
SHETLAND FINANCIAL, PLLC
PRIME CAPITAL FINANCIAL
GIRARD PENSION SERVICES, LLC
CAPITAL PLANNING WEALTH MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
TRUIST ADVISORY SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROSPERA FINANCIAL SERVICES, INC.
DEEP DRAFT CONSULTING, LLC

Investors

ANN FOREMAN
JANENE LYLES-DAVIS
JACOB CRAWFORD
OLIVIA ACKERMAN
TEAGAN JAMES RENNER
STEVEN D WERNER
THEODORE CHARLES WIEDENMAN
NICOLE ANDRE
JEFFERY FEDELE DEPALMA
TERRI DADIO CAMPBELL
JOSEPH B DANCHO
WYATT WILLIAM WOLF
MELISSA LYNN
JERMAINE D EDWARDS
BRIAN WILLIAM LAIRD
Timothy O'Connors
WANQIAN ZHOU
MATT J BALKE
KENNETH RICHARD GULA
RANDY STEPHEN BOCHNIAK
BRIAN JAMES SMITH
MICHAEL MAHER
KENNETH JOSEPH MCANDRESS
JASON ROBERT HENNINGER
JOHN BRUCE LEVIS
Kevin Michael Dodgson
AMANDA ROSE SALYER
William Wallace Smith
John Jerry Strasburger
ANN SHEERIN BRINCKMAN
JONATHAN LLOYD CARPENTER
JOHN WILLIAM SULLIVAN
DAVID SCOTT BAHNICK
Cameron Thomas Witherow
ROBERT ROY EVERITT
JOSEPH AUGUST FREDERICK
LEE DENNIS BERGER
REBECCA ANN BERGER
HAESOO CHEON
THOMAS JOHN ERVOLINA
CLINTON CARSON OSMUN
JOHN CONSTANTINE ZANNAKIS
Robert James Podraza
SAEID MOHAMMAD ZAMANI

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