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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westfield, IN

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

44 registered advisors work in Westfield; the most are at Strategic Advisers LLC (5). 0 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Westfield

FirmAdvisors in Westfield
Strategic Advisers LLC5
Allstreet Wealth3
Capital Client Group, Inc.3
Edward Jones news3
Cetera Investment Advisers LLC news2
Harvest Investment Services, LLC2
LPL Financial LLC news2
MML Investors Services, LLC2
Osaic Wealth, Inc. news2
Abg Consultants1
Argus Efficient Capital, LLC1
Blackrock Financial Management, Inc.1
Charles Schwab & Co., Inc. news1
Corient news1
Elevation Financial LLC1
Empower Advisory Group, LLC1
Fiduciary Financial Advisors1
Gates Integrated Financial & Tax, LLC1
Hamilton Wealth, LLC1
Integrated Planning & Wealth Management, LLC1
J.P. Morgan Securities LLC news1
LPL Enterprise, LLC news1
National Wealth Management Group, LLC1
Osaic Institutions, Inc. news1
Perspective Asset Management, LLC1

Advisors in Westfield, A to Z

Search all of Indiana →

Other cities in Indiana

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Indianapolis 2,125Carmel 701Fort Wayne 404Evansville 269Kokomo 148Fishers 139Greenwood 125Mishawaka 124Lafayette 117Crown Point 110Bloomington 103South Bend 98Merrillville 95Zionsville 86Columbus 84Valparaiso 83Auburn 72Elkhart 72Terre Haute 70Granger 66Noblesville 61New Albany 58Anderson 47Chesterton 46

Questions

How many financial advisors are in Westfield, IN?

44 investment adviser representatives are registered at firm offices in Westfield, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Westfield?

Strategic Advisers LLC, with 5 registered advisors in Westfield, followed by Allstreet Wealth with 3.

How do I check a financial advisor in Westfield?

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.