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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Bend, IN

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

98 registered advisors work in South Bend; the most are at LPL Financial LLC (17). 20 list the CFP designation and 80 are also registered broker representatives.

Firms with the most advisors in South Bend

FirmAdvisors in South Bend
LPL Financial LLC news17
Edward Jones news15
Cetera Investment Advisers LLC news11
Merrill Lynch, Pierce, Fenner & Smith Incorporated news10
Strategic Advisers LLC8
Walter Keenan Wealth Management5
Ameriprise Financial Services, LLC news4
Creative Financial Planning Advisors, Inc.2
Golden Years Financial Advisors, Inc.2
Harbour Investments, Inc.2
J.P. Morgan Securities LLC news2
Kestrel Wealth Management, LLC2
Pennfield Capital Corp.2
Raymond James & Associates, Inc. news2
Stifel, Nicolaus & Company, Incorporated news2
&Partners news1
Commonwealth Financial Network news1
Gradient Securities, LLC1
Horoky Private Wealth, LLC1
Knights Of Columbus Asset Advisors LLC1
LPL Enterprise, LLC news1
Mehta Money, LLC1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in South Bend, A to Z

CFP advisors in South Bend →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43Chesterton 42

Questions

How many financial advisors are in South Bend, IN?

98 investment adviser representatives are registered at firm offices in South Bend, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 80 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in South Bend?

LPL Financial LLC, with 17 registered advisors in South Bend, followed by Edward Jones with 15.

How do I check a financial advisor in South Bend?

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.