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Best financial advisors in Albert City, IA

Registered advisers within 25 miles of Albert City, IA.

Offices
11
Firms
9
Combined AUM
$2.91T
Firm-wide filings, not assets booked only here
Clients
524K
523,994 clients when Item 5C has a number
Avg / client
$5.56M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

Ted R Ramaekers
STEVEN D CULP
Travis Jon Anderson
Alexander Richard Girres
Jared Eggers
LINDA SUE BAIER
MATTHEW DEAN PHILLIPS
BRADFORD LEE BEUKELMAN
JAN MARIE SPIELMAN
CHAD MICHAEL HALDER
JOSHUA ALAN NEWHOUSE
JADA ANN HALLBERG
Alexa Jean Lenhart
JOSEPH PAUL MCCOLLUM
Colton Wicker
LEVI NATHAN MORRIS

Within 25 miles of Albert City, IA, Best Investors lists 9 registered investment advisory firms with 11 offices nearby, managing about $2.91T in combined regulatory AUM across 523,994 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 Albert City

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM