Best financial advisors in Altoona, IA

Registered advisers within 25 miles of Altoona, IA.

Offices

388

Firms

145

Combined AUM

$11.4T

Firm-wide filings, not assets booked only here

Clients

2.33M

2,331,399 clients when Item 5C has a number

Avg / client

$4.89M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

325 8th St SE
Altoona, IA 50009-1940

EDWARD JONES

320 8TH ST SE
ALTOONA, IA 50009

INTEGRITY ALLIANCE, LLC.

317 8th Street SW
Altoona, IA 50009

LPL ENTERPRISE, LLC

116 1ST AVENUE NORTH SUITE E
ALTOONA, IA 50009

EDWARD JONES

2437 Adventureland DR Suite C
ALTOONA, IA 50009-0000

J.P. MORGAN SECURITIES LLC

3410 8th St SW
Altoona, IA 50009

EDWARD JONES

85 PAINE ST SE SUITE E
BONDURANT, IA 50035

EDWARD JONES

100 Main Street SE Suite 102
Bondurant, IA 50035-7721

STATE FARM INVESTMENT MANAGEMENT CORP.

4436 E UNIVERSITY AVE
Pleasant Hill, IA 50327

EDWARD JONES

4400 E UNIVERSITY AVE STE 100
PLEASANT HILL, IA 50327-1701

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3240 Hubbell Ave.
Des Moines, IA 50317

WELLS FARGO CLEARING SERVICES, LLC

2505 E EUCLID AVE
DES MOINES, IA 50317

EDWARD JONES

2700 GRAND AVE SUITE 310
DES MOINES, IA 50312

CETERA INVESTMENT ADVISERS LLC

1401 E EUCLID
DES MOINES, IA 50316

J.P. MORGAN SECURITIES LLC

2012 SE Delaware Ave
Ankeny, IA 50021

CUSTOM WEALTH PLANNERS

2425 NORTH ANKENY BLVD UNIT #105
ANKENY, IA 50023

EDWARD JONES

2005 S ANKENY BLVD STE 500
ANKENY, IA 50023

LPL FINANCIAL LLC

2805 SW SNYDER BLVD, STE 532
ANKENY, IA 50023

OSAIC INSTITUTIONS, INC.

627 E Locust St
Des Moines, IA 50309

EQUITABLE ADVISORS, LLC

601 E LOCUST ST. SUITE 102
DES MOINES, IA 50309

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

INTEGRITY ALLIANCE, LLC.

LPL ENTERPRISE, LLC

J.P. MORGAN SECURITIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CUSTOM WEALTH PLANNERS

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

EQUITABLE ADVISORS, LLC

Investors

TIMOTHY ROBERT FORBES

Adam Charles Cave

Lucas Michael Sibley

Deborah Darlene McReynolds

DAVID LEO DUGGAN

Lucas Adam Peterson

Lori Elizabeth Baldwin

Suzanne Marie Runyon

JEANIE RAY MARTIN

Adam Shane Kline

Christopher Gerald Schonridge

COREY PAUL CHANCELLOR

Karl Paul Ritland

Tammie Lynn Schroeder

Dawn Stephens Collins

Travis Frederick Allen

Kent Alan Patterson

MARK WILLIAM MCLAUGHLIN

Kathryn Leeper Hooper

ROGER ROBERT RUDEN

Christian Harrison Rogers

Within 25 miles of Altoona, IA, Best Investors lists 145 registered investment advisory firms with 388 offices nearby, managing about $11.4T in combined regulatory AUM across 2,331,399 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 Altoona

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM