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Best financial advisors in Algona, IA

Registered advisers within 25 miles of Algona, IA.

Offices
21
Firms
11
Combined AUM
$3.17T
Firm-wide filings, not assets booked only here
Clients
519K
518,921 clients when Item 5C has a number
Avg / client
$6.11M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
AVANTAX PLANNING PARTNERS, INC.
OSAIC WEALTH, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
SOUND INCOME STRATEGIES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

John Joseph Burns
Bruce Arthur Keith
Nicole Marie Myer
JEFFREY G KNAPP
AARON ROBERT GRETEMAN
Angela Mae Ennen
THAD ANTHONY LICHTER
Jennifer Elizabeth Penning
Brady Ross
DOUGLAS MICHAEL MARLOW
Alexander William Schwarck
ALEX MICHAEL ELBERT
ANDREW A JANSEN
AMY MARIE JANSEN
Bailey Ross
McKenzie Rose Jorgenson
PATRICK DAVID REDING
BONITA HWANG SCHNURR
JEFFREY WILLIAM BRANDT
Kevin Lee Sanger
Tyler Jones
STEVEN MATTHEW JONES
KOLE THOMAS PETERSEN
BAILEIGH Je'Nae ASHBROOK
Anthony James Elbert
Molly Marie Dietrich
MATTHEW PERRY JOHNSON
Amanda Nicole Johnston
MICHAEL PAUL DONNAN
Claire Sienne Naeve
Jaxon N Heinz
Clifton Michael Kalafatich
Dawn Marie Parle
Aiden O Christensen
Tony R Christensen
Kevin Peter Marso
JARED HERMAN KLINGENBERG
JAMES DARRYL BRANDT

Within 25 miles of Algona, IA, Best Investors lists 11 registered investment advisory firms with 21 offices nearby, managing about $3.17T in combined regulatory AUM across 518,921 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 Algona

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM