Best Investors Account Sign in

Best financial advisors in Adventureland Estates, IA

Registered advisers within 25 miles of Adventureland Estates, IA.

Offices
381
Firms
144
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,375 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
WEST FINANCIAL ADVISORS, L.L.C.
AVANTAX PLANNING PARTNERS, INC.
PROSPECTIVE VALUE PARTNERS LLC
UNCOMMON WEALTH PARTNERS, LLC
U.S. BANCORP ADVISORS, LLC
CHOREO, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BLACKOAK ADVISORS LLC
COMPOUND PLANNING, INC.
EAGLE STRATEGIES LLC

Investors

Cody Christopher VerHuel
ARRON STEVEN CRAMER
RICHARD STEVENS YODER
AARON PLASKAS
CHRISTOPHER E JANDA
Penny Sue Hein
Connor Hogan
Jakeb Carter Bakken
JACOB JEREMIAH JOHNSON
DIJANA BURNIC
HUNTER STEVEN VANDERWAAL
Emilee Marie Derifield
Jeanna Sue Nation
Abby Rae Belvin
LAURA KAY BRANNEN WEST
Austin Caine Harris
BRIAN ALLEN WEST
AMY R DEEVER
SHAWN PHILIP BERTHELOT
MICHAEL JOHN GASPERI
Patrick Owens
JOHN KELLY FLYNN
PHILLIP TODD RAMSEY
Cody Kowalski
Sheryl Lynn Dutcher
Michael John Mathis
Grant James Thomas
JAMES RANDALL WALFORD
Michael Leland Barratt
KYLE JAMES PETERSON
BRENT RICHARD HULBERT
BRADLEY JOHN HOLTERHAUS
Chase Robert Netusil
CLAYTON JOHN NETUSIL
Matthew Stephen Ford
Isaac Frederick Franks
TYLER JOHN CODER
Alexander Scott James Snyder
DANA JOSEPH KIENE
JOSHUA ANTHONY COWART
SOPHIA NICOLE VIOLA SLEDGE
Joseph Bethel

Within 25 miles of Adventureland Estates, IA, Best Investors lists 144 registered investment advisory firms with 381 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,375 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Adventureland Estates

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM