Best financial advisors in Amboy, IA

Registered advisers within 25 miles of Amboy, IA.

Offices

54

Firms

22

Combined AUM

$4.69T

Firm-wide filings, not assets booked only here

Clients

1.05M

1,048,303 clients when Item 5C has a number

Avg / client

$4.48M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1402 1ST AVE E
NEWTON, IA 50208-4005

EDWARD JONES

1821 1st Ave E
NEWTON, IA 50208

LPL ENTERPRISE, LLC

517 1ST AVE E
NEWTON, IA 50208

EDWARD JONES

100 1ST STREET N
NEWTON, IA 50208

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

117 W 2nd St N
Newton, IA 50208

EDWARD JONES

325 W 4TH ST N
NEWTON, IA 50208-3026

EDWARD JONES

302 1ST AVE W
NEWTON, IA 50208

EDWARD JONES

709 1st Ave W Suite 2
Newton, IA 50208

EDWARD JONES

406 W 2ND STREET SUITE B
PRAIRIE CITY, IA 50228

13.3 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

413 EAST STREET
LYNNVILLE, IA 50153

15.9 miles away

EDWARD JONES

720 4TH AVE
GRINNELL, IA 50112

STATE FARM INVESTMENT MANAGEMENT CORP.

1108 West St
Grinnell, IA 50112

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

909 MAIN ST
GRINNELL, IA 50112

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

801 4th Ave
Grinnell, IA 50112

LPL FINANCIAL LLC

11888 SE 64TH AVE
RUNNELLS, IA 50237

EDWARD JONES

1107 W 16TH ST STE 100
PELLA, IA 50219

21.2 miles away

EDWARD JONES

3201 S 6TH ST
MARSHALLTOWN, IA 50158

21.3 miles away

EDWARD JONES

1910 WASHINGTON ST STE 200
PELLA, IA 50219-7882

21.3 miles away

AVANTAX PLANNING PARTNERS, INC.

916 W 16th St
Pella, IA 50219

21.4 miles away

EDWARD JONES

85 PAINE ST SE SUITE E
BONDURANT, IA 50035

21.5 miles away

Firms

LPL ENTERPRISE, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

AVANTAX PLANNING PARTNERS, INC.

Investors

Mark William Allen

Nathan Lee Milone

ROBERT J MCCAREY

HARRISON MCCAREY

Brendan Glenn Lamont

JEROME M SCHWALLER

Jesse Andrew Mason

KADEN LEE MIEDEMA

Mitch Seiberling

Kevin Scott Fitzpatrick

Paul Edward Kolpin

BRENT ALLEN NICKEL

NATALIE ANN PAVEY

THOMAS WILLIAM CIRKS

DUSTIN JOSEPH SMITH

JAMES EDWARD WILTERDINK

Larry Lee Curry

Zachary McAtee Wahl

Anthony A Everman

John Mark Krogstad

Chad Daniel Klyn

Wendy Sue Albers

MICHAEL DEAN VERMEER

WENDY LYNN SIMS

Adam Shane Kline

Within 25 miles of Amboy, IA, Best Investors lists 22 registered investment advisory firms with 54 offices nearby, managing about $4.69T in combined regulatory AUM across 1,048,303 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 Amboy

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM