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Best financial advisors in Ankeny, IA

Registered advisers within 25 miles of Ankeny, IA.

Offices
428
Firms
156
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,785,187 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
UNCOMMON WEALTH PARTNERS, LLC
U.S. BANCORP ADVISORS, LLC
SOUND INCOME STRATEGIES, LLC
CETERA INVESTMENT ADVISERS LLC
CUSTOM WEALTH PLANNERS
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Cody Christopher VerHuel
Jakeb Carter Bakken
JACOB JEREMIAH JOHNSON
DIJANA BURNIC
HUNTER STEVEN VANDERWAAL
Dillon Miller
Isabelle Kling
PHILLIP TODD RAMSEY
Cody Kowalski
Sheryl Lynn Dutcher
Michael John Mathis
Grant James Thomas
Shadi Mubaidin
Amanda Nicole Johnston
MATTHEW PERRY JOHNSON
DARCY KAY STROINSKI
Kent Alan Patterson
Tam M Le
GRACIELA PILAR VAN WYK
Reyna Taylor Immerfall
Ryleah Laine Wyngarden Cross
Clay Budach
KEVIN FRETTE
Travis Frederick Allen
Wayne Alvin Christ
Christen Marie Nicoll
Allison Ver Steegt
CRYSTAL N EDWARDS
Jackson J Rozenboom
Brian Derrick Herbel
MARK WILLIAM MCLAUGHLIN
Justin Michael Bjerke
Chase Robert Netusil
CLAYTON JOHN NETUSIL

Within 25 miles of Ankeny, IA, Best Investors lists 156 registered investment advisory firms with 428 offices nearby, managing about $14.2T in combined regulatory AUM across 2,785,187 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 Ankeny

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM