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Best financial advisors in Agency, IA

Registered advisers within 25 miles of Agency, IA.

Offices
39
Firms
14
Combined AUM
$3.61T
Firm-wide filings, not assets booked only here
Clients
539K
539,262 clients when Item 5C has a number
Avg / client
$6.70M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PARK AVENUE SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PROSPERITY CAPITAL ADVISORS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VANDERBILT ADVISORY SERVICES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CEDAR CREEK CAPITAL MANAGEMENT, LLC

Investors

Dustin Stewart
Breanne S Garrett
Katherine Elizabeth Walker
Amber Christine Carroll
WILLIAM KENDRICK VENABLES
Riley Jeremiah Sheetz
MICHAEL DALE WESTON
LEVI J MORRISSEY
Duane J Lusson
David Lamont Uehling
Brett Alan Morris
ROBERT JOSEPH KRAMER
MATTHEW JON VICKERS
TYLER JAMES SENDEJAS
JAMES ROBERT CARNAHAN
Eric Steven Morley
Alex Douglas Morley
Brianne Michelle Batterson
Anna Marie Gardner
CHAD ERIC THOMPSON
Gregory Allen Miller
Connie Denise Boyer
Annalisa Sunshine Clifford Gold
STUART TAYLOR VALENTINE
William C Carlisle
Kevin Christopher Ihrke
HAL PHILIP MASOVER

Within 25 miles of Agency, IA, Best Investors lists 14 registered investment advisory firms with 39 offices nearby, managing about $3.61T in combined regulatory AUM across 539,262 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 Agency

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 PARK AVENUE SECURITIES LLC 38,649 clients · 2,005 advisers $19.6B AUM