Friday, October 23, 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 Merrillville, IN

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

84 registered advisors work in Merrillville; the most are at Wells Fargo Clearing Services, LLC (16). 11 list the CFP designation and 71 are also registered broker representatives.

Firms with the most advisors in Merrillville

FirmAdvisors in Merrillville
Wells Fargo Clearing Services, LLC news16
Merrill Lynch, Pierce, Fenner & Smith Incorporated news14
Cetera Investment Advisers LLC news9
Ameriprise Financial Services, LLC news7
Waverly Advisors, LLC6
Oneamerica Securities, Inc.5
Gehrig Capital Management, Inc.4
Osaic Wealth, Inc. news4
Valic Financial Advisors, Inc.4
Commonwealth Financial Network news3
Charles Schwab & Co., Inc. news2
J.P. Morgan Securities LLC news2
State Farm Investment Management Corp.2
Global Assets Advisory, LLC1
Global View Capital Management LLC1
LPL Enterprise, LLC news1
MML Investors Services, LLC1
Rcs Financial Advisors, Ltd.1
Sdm Investments, LLC1

Advisors in Merrillville, A to Z

CFP advisors in Merrillville →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42

Questions

How many financial advisors are in Merrillville, IN?

84 investment adviser representatives are registered at firm offices in Merrillville, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 71 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Merrillville?

Wells Fargo Clearing Services, LLC, with 16 registered advisors in Merrillville, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 14.

How do I check a financial advisor in Merrillville?

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.