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Best financial advisors in Athlestan, IA

Registered advisers within 25 miles of Athlestan, IA.

Offices
3
Firms
3
Combined AUM
$1.83T
Firm-wide filings, not assets booked only here
Clients
238K
238,351 clients when Item 5C has a number
Avg / client
$7.70M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC

Investors

William Neumann Thomas
Randall Kevin Gregg
Amanda R Cannon
MASON ANTHONY BROWN

Within 25 miles of Athlestan, IA, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.83T in combined regulatory AUM across 238,351 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 Athlestan

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 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM