Wells Fargo Advisors
43yrs
Top advisor by experience in Pendleton
Financial advisors in Pendleton, IN
Looking for a financial advisor in Pendleton, IN? We list 15 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
15Advisors with offices here
16Median years of experience
0%At fee-only firms
11Firms represented
Largest firms here: LPL Financial (2), Securestate (2), Edward Jones (2).
Nearby: Fortville, Anderson, Maxwell, McCordsville, Fishers, Greenfield, Noblesville, Knightstown.
ON Investment Management
41yrs
Top 3% by experience nationwide
Osaic Wealth
30yrs
Top 15% by experience in Indiana
Securestate
29yrs
Top 18% by experience in Indiana
Edward Jones
20yrs
Top 20% by experience at Edward Jones
Edward Jones
19yrs
Top 23% by experience at Edward Jones
UBS Financial Services
16yrs
More experience than 53% of advisors in Pendleton
State Farm Investment Management
16yrs
More experience than 60% of advisors at State Farm Investment Management
LPL Financial
10yrs
10 years in the industry
Securestate
8yrs
8 years in the industry
Strategic Advisers
8yrs
More experience than 50% of advisors at Strategic Advisers
LPL Financial
3yrs
3 years in the industry
Osaic Wealth
3yrs
3 years in the industry
PNC Wealth Management
2yrs
2 years in the industry
Bankers Life Advisory Services
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.