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Best financial advisors in Anita, IA

Registered advisers within 25 miles of Anita, IA.

Offices
16
Firms
9
Combined AUM
$3.40T
Firm-wide filings, not assets booked only here
Clients
370K
369,774 clients when Item 5C has a number
Avg / client
$9.20M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
GREAT VALLEY ADVISOR GROUP, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
AEGIS WEALTH MANAGEMENT, INC.

Investors

GEORGE ANTON HOWARD
Judd Joseph Meneely
ERIN MARIE FREUND
MICHAEL DALE ALLEN
Ruth Faye Sears
JEFFREY LEO MORENZ
BETH CHRISTINE WILLIAMS
Kyler Eric-Richard Morgan
ALEC THOMAS SINDELAR
Nathan L Lane
MARK ALAN SMITH
JOHN P DELANEY
Elvis Hass
Thomas Charles Gross
Brian Allen Wedemeyer
JENNIFER ANN JOHNSON
ZACHARY ALAN WIGES
Melissa Rose Loest
ROBERT JAMES CARR
Jonathan Nathaniel Durr
Lisa Cassidy
Brendon Lane Johansen
Joseph Todd Ollila
Stephanie Danielle Waskey
Mason William Yerian
SEAN MICHAEL BURKE
Jimmy Fish
Hunter Shelton Pistole
Griffin Joseph Malatino
RANDY STEVEN FARISH
KEVIN Lee HOCKER
DAVID WILLIAM STANLEY
GORDON SPENCER CAMPBELL
JAMES JOSEPH ROSS WHEELER
ALEC EDMOND MUEHLEMEYER
Hilary Zaragoza
DILLAN JAMES HAMILTON
Joel William Becerra
RONALD ROY HAMILTON

Within 25 miles of Anita, IA, Best Investors lists 9 registered investment advisory firms with 16 offices nearby, managing about $3.40T in combined regulatory AUM across 369,774 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 Anita

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 GREAT VALLEY ADVISOR GROUP, LLC 55 clients · 177 advisers $10.6B AUM