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Best financial advisors in Atalissa, IA

Registered advisers within 25 miles of Atalissa, IA.

Offices
73
Firms
32
Combined AUM
$5.49T
Firm-wide filings, not assets booked only here
Clients
950K
950,318 clients when Item 5C has a number
Avg / client
$5.78M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
BFC PLANNING, INC.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
NEWEDGE ADVISORS
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
LPL ENTERPRISE, LLC

Investors

Sara Sedlacek
Troy Lee Pugh
BRENDA E GARCIA
Rian Yates
Kevin M Linn
Kevin Scott Good
AMANDA MARIE BUENEMANN TREIMER
Tobain J McCarter
Jason McAreavy
JORDAN M MILLER
MATTHEW ALAN STRAJACK
DOUGLAS WAYNE WIER
ELIZABETH ANN MOORES
David R Hurlbut
RICHARD RALPH BULLER
NICHOLAS JOHN HAYS
GREGORY ANTON HUCK
MASON GREGORY HUCK
Kyle Robert Pedersen
KEVIN VANCE MC CAULEY
ALAN FRANCIS RASKIE
Roberta Jean Becker
RICK LYNN BOWER
JAKOB BOWER
BROOKE LYNN COLE
Brett Samuels
MICHAEL JAMES GAETA
Vance Robert Glaser
CAROLINA NEWTON

Within 25 miles of Atalissa, IA, Best Investors lists 32 registered investment advisory firms with 73 offices nearby, managing about $5.49T in combined regulatory AUM across 950,318 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 Atalissa

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM