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Best financial advisors in Albany, IA

Registered advisers within 25 miles of Albany, IA.

Offices
13
Firms
9
Combined AUM
$3.63T
Firm-wide filings, not assets booked only here
Clients
472K
471,683 clients when Item 5C has a number
Avg / client
$7.69M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LINCOLN INVESTMENT
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.

Investors

DARYL FRANK KRUSE
DANIEL JOSEPH KRUSE
JARED CARL KREMER
CHRISTINE J REIERSON
Michael Lee Johnson
AMANDA MARIE SCHNEIDER
Brian Paul Gibson
Travis Jerico Jensen
Brian Kenneth Jensen
NEIL KEITH WILKINSON
KOLE DOUGLAS JOHNSON
JUSTIN MATTHEW SHAFFER
Christian Bradley Solsma
Katherine Marie Solsma Bell
Curt John Solsma
GERALD LEE BUHR
Morgan Beth Steege
David Joseph Hassman
Nicholas Dale Dennie
NICOLE MARIE WILTGEN
MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH

Within 25 miles of Albany, IA, Best Investors lists 9 registered investment advisory firms with 13 offices nearby, managing about $3.63T in combined regulatory AUM across 471,683 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 Albany

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM