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Best financial advisors in Afton, IA

Registered advisers within 25 miles of Afton, IA.

Offices
19
Firms
9
Combined AUM
$2.61T
Firm-wide filings, not assets booked only here
Clients
369K
369,413 clients when Item 5C has a number
Avg / client
$7.08M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SILVER OAK SECURITIES, INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
ZEGA INVESTMENTS, LLC

Investors

Madison Marie Peterson
MATTHEW LEE STANGE
Gentri Danae Reindl
GREGORY SCOTT DRISKELL
Jessica Dawn Connelly
Justin Richard Cole
Kyle G Wilson
Bradley Richard Johnston
DAVID MICHAEL BEMIS
MASON ANTHONY BROWN
William Neumann Thomas
Randall Kevin Gregg
Amanda R Cannon
James Rutherford
Ashley Taylor
Whitney Ann Messerschmitt
Ross S Rethmeier
SARAH JEAN DORY
DANIEL JOE NIELSEN
JOHN CHARLES RUDDY
SCOTT WILLIAM ADAMS
Kenneth Blaine Luckinbill
Peter Andrew Loiler

Within 25 miles of Afton, IA, Best Investors lists 9 registered investment advisory firms with 19 offices nearby, managing about $2.61T in combined regulatory AUM across 369,413 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 Afton

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 SILVER OAK SECURITIES, INC. 42 clients · 119 advisers $2.45B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM