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Best financial advisors in Ashton, IA

Registered advisers within 25 miles of Ashton, IA.

Offices
36
Firms
18
Combined AUM
$3.64T
Firm-wide filings, not assets booked only here
Clients
789K
788,525 clients when Item 5C has a number
Avg / client
$4.61M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
WATER VALLEY INVESTMENT ADVISORS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHWEST WEALTH MANAGEMENT, LLC
COMPASS LIGHTHOUSE CAPITAL, LLC
PFG ADVISORS

Investors

Nicholas Loren Keen
Daniel Merlin Drescher
Sheila Renae Peelen
BRANDON GERARD BRAAKSMA
Trevor Scott Gottula
Ethan Van Holland
NANCY ANNE VAN DE BERG
CARMEN M AUSTIN
PAUL BRADLEY HOOGENDOORN
KEVIN JAY GESINK
BEN H. GESINK
Alaina Marie Kolpin
MICHAEL JOHN WOLL
AARON THOMAS HAGEN
JOHN DANIEL DYKSTRA
Isaiah Benjamin deRegt
DARREN MARK RAIH
David Ryan Addink
Ashley Marie Van Roekel
GREGORIE HARLAN KVILHAUG
KENNETH JOHN MAAHS
Dylan Robert Goodhart
GAYLE LOUISE SIEBENBRUNER
Ross Daniel Hoekstra
Eric David Rankin
Luke Kaleb Rankin
Michael James Storey
RANDY LEE IMMEKER
CHRISTOPHER JON IMMEKER
Beverly K Walhof
KELLY JOEL MEYER

Within 25 miles of Ashton, IA, Best Investors lists 18 registered investment advisory firms with 36 offices nearby, managing about $3.64T in combined regulatory AUM across 788,525 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 Ashton

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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM