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Best financial advisors in Alvord, IA

Registered advisers within 25 miles of Alvord, IA.

Offices
165
Firms
73
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,682,568 clients when Item 5C has a number
Avg / client
$4.44M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CWM, LLC
EQUITABLE ADVISORS, LLC
EDWARD JONES
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
TALLGRASS WEALTH MANAGEMENT, INC.
SILVER OAK SECURITIES, INCORPORATED
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WATER VALLEY INVESTMENT ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

NANCY ANNE VAN DE BERG
CARMEN M AUSTIN
Zachary James Vande Weerd
SAMUEL VANDEWEERD
JUSTIN BLAKE FABER
Madison Jean Meyer
Alexander James Arkema
Brandon Douglas Jensen
Preston Douglas Van Zee
Jordan M Roddel
LAURA NICOLE BLANKENSHIP
KAYDEN ANDREW DOUGLAS VERLEY
JEFFREY ALLEN MERIDETH
MITCH JOHNSON VAN DAM
Nathan Charles Pease
HOLLY MICHELLE MESCHER
Lucelia Dawn Willms
JORDAN JOSEPH LIPP
Brock Aldrich
Christopher Allan Larson
JEREMY CHARLES TIMS
Logan Ronald Meeker
KELLY GORDON MEEKER
Broderick Dean Kunzmann
DEREK TIMOTHY BERG
Adam James Buss
RONALD NYLE MEEKER
AMY ELIZABETH SCOTT-STOLTZ
PAUL BRADLEY HOOGENDOORN
KEVIN JAY GESINK
BEN H. GESINK
CHRIS MICHAEL LIMMER
Connor Schaefbauer
Broc Schaefbauer
KEITH ROBERT SCHAEFBAUER
JOHN DANIEL DYKSTRA
Isaiah Benjamin deRegt
DARREN MARK RAIH
David Ryan Addink
Ashley Marie Van Roekel
MICHAEL LONDON BERTRAM

Within 25 miles of Alvord, IA, Best Investors lists 73 registered investment advisory firms with 165 offices nearby, managing about $11.9T in combined regulatory AUM across 2,682,568 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 Alvord

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM