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Best financial advisors in Arbor Hill, IA

Registered advisers within 25 miles of Arbor Hill, IA.

Offices
18
Firms
10
Combined AUM
$2.26T
Firm-wide filings, not assets booked only here
Clients
370K
370,491 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AEGIS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
WEALTHCARE CAPITAL PARTNERS, LLC
ZEGA INVESTMENTS, LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

KURTIS CHARLES THOMPSON
David Jeffrey Grove
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
Melissa Rose Loest
MICHELE MARIE MCCARTY-WOODS
JOHN P DELANEY
Jessica Kay Hoffman
CHRISTOPHER ALAN UGLUM
GREGG ALLEN HORSMAN
SCOTT WILLIAM ADAMS
Kenneth Blaine Luckinbill
Peter Andrew Loiler
Tyler Joseph Cahill
NATHAN ROBERT CLARK
Robert L Grove
SARAH JEAN DORY
Whitney Ann Messerschmitt
Ross S Rethmeier
JOHN CHARLES RUDDY
DANIEL JOE NIELSEN

Within 25 miles of Arbor Hill, IA, Best Investors lists 10 registered investment advisory firms with 18 offices nearby, managing about $2.26T in combined regulatory AUM across 370,491 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 Arbor Hill

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM 8 ZEGA INVESTMENTS, LLC 3 clients · 7 advisers $614M AUM