Best financial advisors in Arlington, IA

Registered advisers within 25 miles of Arlington, IA.

Offices

23

Firms

13

Combined AUM

$3.79T

Firm-wide filings, not assets booked only here

Clients

539K

539,266 clients when Item 5C has a number

Avg / client

$7.02M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

903 N. FREDERICK AVENUE
OELWEIN, IA 50662

11.9 miles away

EDWARD JONES

20 1st Ave NE
OELWEIN, IA 50662-0000

12.2 miles away

CETERA INVESTMENT ADVISERS LLC

7 E CHARLES STREET
OELWEIN, IA 50662

12.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

115 S Vine St
West Union, IA 52175

15.9 miles away

COMMONWEALTH FINANCIAL NETWORK

110 South Vine Street
West Union, IA 52175

15.9 miles away

LINCOLN INVESTMENT

107 W. ELM STREET
WEST UNION, IA 52175

15.9 miles away

EDWARD JONES

109 N VINE ST
WEST UNION, IA 52175

15.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

105 E MAIN STREET SUITE 1
WEST UNION, IA 52175

COMMONWEALTH FINANCIAL NETWORK

109 Adams Street
West Union, IA 52175

LPL FINANCIAL LLC

224 WEST MADISON ST
WINTHROP, IA 50682

19.1 miles away

EDWARD JONES

204 South 12th St
MANCHESTER, IA 52057-2130

21.4 miles away

OSAIC WEALTH, INC.

208 N. FRANKLIN ST.
MANCHESTER, IA 52057

21.7 miles away

AVANTAX PLANNING PARTNERS, INC.

217 NORTH FRANKLIN
MANCHESTER, IA 52057

21.7 miles away

EDWARD JONES

124 E FAYETTE ST
MANCHESTER, IA 52057

21.7 miles away

OSAIC WEALTH, INC.

118 W MAIN ST STE 6
MANCHESTER, IA 52057

21.7 miles away

EDWARD JONES

121 E 1st St
SUMNER, IA 50674

21.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

201 E Main St
Manchester, IA 52057

21.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

110 3rd Avenue SE
Independence, IA 50644-2812

21.8 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

231 FIRST ST E
INDEPENDENCE, IA 50644

21.8 miles away

NATIONS FINANCIAL GROUP, INC.

230 1st St. E
Independence, IA 50644

21.8 miles away

Firms

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

LINCOLN INVESTMENT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

AVANTAX PLANNING PARTNERS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

NATIONS FINANCIAL GROUP, INC.

Investors

NEIL KEITH WILKINSON

KOLE DOUGLAS JOHNSON

JUSTIN MATTHEW SHAFFER

Christian Bradley Solsma

Katherine Marie Solsma Bell

Curt John Solsma

GERALD LEE BUHR

DARYL FRANK KRUSE

DANIEL JOSEPH KRUSE

JARED CARL KREMER

CHRISTINE J REIERSON

Michael Lee Johnson

AMANDA MARIE SCHNEIDER

Brian Paul Gibson

Travis Jerico Jensen

Brian Kenneth Jensen

Nicholas Dale Dennie

Angela Sue Rave

LEO KENNETH MONAGHAN

ANTHONY JOHN MONAGHAN

ALAN EMERSON KELTNER

Gretchen Kay Walter

JENNIFER LEE KRITZ

Morgan Beth Steege

David Joseph Hassman

TAMMY LYNN Feldmann Kelchen

TIMOTHY JAMES REED

MARISSA KAY QUANDAHL

MIKEL DOUGLAS MARKEY

Deon David Cleveland

Harley Ryan Nelson

JOSEPH THOMAS TREWIN

OWEN MICHAEL TEW

Heather Michelle Cox

Within 25 miles of Arlington, IA, Best Investors lists 13 registered investment advisory firms with 23 offices nearby, managing about $3.79T in combined regulatory AUM across 539,266 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 Arlington

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM