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Best financial advisors in Alta Vista, IA

Registered advisers within 25 miles of Alta Vista, IA.

Offices
11
Firms
6
Combined AUM
$2.53T
Firm-wide filings, not assets booked only here
Clients
364K
364,424 clients when Item 5C has a number
Avg / client
$6.94M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Tyler R Metcalf
Clint Morgan Whitcome
Matthew Steven Mummelthei
ARCON ARMADA CONCEPCION
DAVID JAMES JARVILL
BOBBI JO SPAINHOWER
Jessie Kay Schultz
Mark Wilson Sindlinger
DAVID ALAN SLOTER
Jeremy James Heyer
WILLIAM HENRY FELLER
ERICH JOSEPH FELLER
Eric Mark Miller
Timothy Agrimson
Stephen James Swenson
Christopher Paul Beaty
DONALD JOSEPH DIETZENBACH
Ally Marie Grover
AARON LINN HVITVED
Mark Robert Cuvelier

Within 25 miles of Alta Vista, IA, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $2.53T in combined regulatory AUM across 364,424 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 Alta Vista

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 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM