Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greenwood, IN

Every SEC-registered investment adviser representative at a firm office in Greenwood, with the firms that employ the most of them.

The short answer

116 registered advisors work in Greenwood; the most are at Raymond James & Associates, Inc. (19). 16 list the CFP designation and 94 are also registered broker representatives.

Firms with the most advisors in Greenwood

FirmAdvisors in Greenwood
Raymond James & Associates, Inc. news19
Edward Jones news12
Osaic Wealth, Inc. news9
Thrivent Investment Management Inc.7
LPL Financial LLC news6
Ameriprise Financial Services, LLC news5
Financial Plans & Strategies, Inc.5
J.P. Morgan Securities LLC news5
Cetera Investment Advisers LLC news4
Fifth Third Securities, Inc.4
State Farm Investment Management Corp.4
Marian Investor Coaching, Inc.3
Mwa Financial Services Inc.3
Benham Advisory Group2
Cambridge Investment Research Advisors, Inc. news2
Koon Financial Planning & Consulting/Kfp&C2
LPL Enterprise, LLC news2
PNC Wealth Management LLC2
Pfs Investments Inc.2
Savvy2
Strategic Advisers LLC2
Ausdal Financial Partners, Inc.1
Bischoff Wealth Management Group, LLC1
Creative Financial Designs, Inc.1
Creativeone Wealth, LLC1

Advisors in Greenwood, A to Z

CFP advisors in Greenwood →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42

Questions

How many financial advisors are in Greenwood, IN?

116 investment adviser representatives are registered at firm offices in Greenwood, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 94 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Greenwood?

Raymond James & Associates, Inc., with 19 registered advisors in Greenwood, followed by Edward Jones with 12.

How do I check a financial advisor in Greenwood?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.