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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Yorktown, IN

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

9 registered advisors work in Yorktown; the most are at Osaic Wealth, Inc. (5). 1 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Yorktown

FirmAdvisors in Yorktown
Osaic Wealth, Inc. news5
Edward Jones news1
Grimaldi Investment Services, LLC1
LPL Financial LLC news1
Poling Capital Management, LLC1

Advisors in Yorktown, A to Z

CFP advisors in Yorktown →

Other cities in Indiana

All of Indiana →

Indianapolis 1,960Carmel 660Fort Wayne 390Evansville 265Fishers 150Kokomo 139Greenwood 116Mishawaka 113Crown Point 104Lafayette 100South Bend 98Bloomington 97Merrillville 84Columbus 81Valparaiso 78Zionsville 76Granger 70Elkhart 67Terre Haute 67Noblesville 62Auburn 59New Albany 57Anderson 44Muncie 43

Questions

How many financial advisors are in Yorktown, IN?

9 investment adviser representatives are registered at firm offices in Yorktown, Indiana, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Yorktown?

Osaic Wealth, Inc., with 5 registered advisors in Yorktown, followed by Edward Jones with 1.

How do I check a financial advisor in Yorktown?

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.