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Best financial advisors in Ames, IA

Registered advisers within 25 miles of Ames, IA.

Offices
86
Firms
34
Combined AUM
$4.96T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,189,410 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
FIRST HEARTLAND CONSULTANTS, INC.
RUSSELL WEALTH ADVISORS

Investors

Eric Bryan
Austin Don Masterson Woodin
Blake Illg
Andrew Jon Kral
Andrew Murdoch
TERRY DEAN CROSS
LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
KELSEY RAE SUMMERS
NOEL SPENCER LAGNEAUX
SARAH LYNN KOTH
WILLIAM HENRY THORNE
JEFFREY M HATLEVIG
Katie Jane Regan
MATTHEW MARK HELLER
CHRISTINE MARY KORTE
RICHARD JAMES KEELING
MEGAN LYNN NIFFENEGGER
Mark T. Cahill
EMMI JOELL MILLER
Thomas Michael Geist
Kerrie A Knudsen
Melanie Ann Vespestad
Karla Ruth Przybyszewski
Erik C Nilius
Heidi J Smith
DeAnn Kay Thompson
DANIEL P MARLOW
Adam Nederhoff
Tamra A Shadlow
Michaela Stewart
TROY LEE THOMPSON
Alyson Brianne Price
Perry Alan Overton
ADAM D RUSSELL
ANDREW D RUSSELL
GARY DEAN RUSSELL
Samuel James Byriel
Shellie Grabau
Kevin Hanson

Within 25 miles of Ames, IA, Best Investors lists 34 registered investment advisory firms with 86 offices nearby, managing about $4.96T in combined regulatory AUM across 1,189,410 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 Ames

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM