Best financial advisors in Atkins, IA

Registered advisers within 25 miles of Atkins, IA.

Offices

167

Firms

65

Combined AUM

$9.79T

Firm-wide filings, not assets booked only here

Clients

1.27M

1,271,199 clients when Item 5C has a number

Avg / client

$7.70M

Combined AUM ÷ clients

Nearby offices

EAGLE STRATEGIES LLC

84 MAIN AVE BOX 233
ATKINS, IA 52203

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

507 C Ave.
Atkins, IA 52206

CETERA INVESTMENT ADVISERS LLC

6839 Crow Wing Dr NE
Cedar Rapids, IA 52411

LPL FINANCIAL LLC

3406 F AVE NW
CEDAR RAPIDS, IA 52406

EDWARD JONES

3150 E AVENUE NW SUITE 102
CEDAR RAPIDS, IA 52405

STATE FARM INVESTMENT MANAGEMENT CORP.

3011 Johnson Ave NW
Cedar Rapids, IA 52405-4628

EDWARD JONES

3315 WILLIAMS BLVD SW SUITE 3
CEDAR RAPIDS, IA 52404

LPL FINANCIAL LLC

3131 WILLIAMS BLVD SW
CEDAR RAPIDS, IA 52404-1422

LPL FINANCIAL LLC

2810 EDGEWOOD RD SW
CEDAR RAPIDS, IA 52404

WELLS FARGO CLEARING SERVICES, LLC

3010 WILLIAMS BLVD SW
CEDAR RAPIDS, IA 52404

EDWARD JONES

2665 EDGEWOOD PKWY SW 102
CEDAR RAPIDS, IA 52404

EAGLE STRATEGIES LLC

3720 QUEEN CT SW SUITE 4
CEDAR RAPIDS, IA 52402

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3720 Queen Ct SW Ste 6
Cedar Rapids, IA 52404

CETERA INVESTMENT ADVISERS LLC

3720 QUEEN COURT SW STE 5
CEDAR RAPIDS, IA 52404

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3720 QUEEN CT SW STE 6
CEDAR RAPIDS, IA 52404

EAGLE STRATEGIES LLC

3720 QUEEN COURT SW SUITE 400
CEDAR RAPIDS, IA 52404

EAGLE STRATEGIES LLC

3720 QUEEN COURT SW UNIT 4
CEDAR RAPIDS, IA 52404

EAGLE STRATEGIES LLC

3720 QUEEN COURT SW, SUITE 4
CEDAR RAPIDS, IA 52404

OSAIC WEALTH, INC.

4840 NORTH RIVER BLVD. NE SUITE 100
CEDAR RAPIDS, IA 52411

OSAIC WEALTH, INC.

4840 N. RIVER BOULEVARD NE SUITE 200
CEDAR RAPIDS, IA 52411-6637

Firms

EAGLE STRATEGIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO CLEARING SERVICES, LLC

OSAIC WEALTH, INC.

Investors

DAVID DANIEL KAESTNER

WILLIAM ROTH JUMP

CARRIE JEAN WRIGHT

Matthew Dean Carlisle

JOANA HALU KARL

Tara Lynn Rambo

Robert Ray Milbrath

Samuel Joseph Moreland

LARY WAYNE FELDKAMP

DOMINICK DREW PETZ

DANIEL JACOB HARTNETT

ANN KRAFT JOHNSON

Jacob B Robinson

KEVIN DAVID LINDBLOM

SCOTT WAYNE SHAW

Michael William Poch

CHARLES RANDALL SNOOK

ELIZABETH ANN MOORES

KENT W HENNINGS

ROGER WAYNE CARLSON

Colton Bernard White

John Scott Shaw

THOMAS THEO FOX

JEFFREY ALAN HILLEMAN

CORY ROBERT SCHIELTZ

THOMAS JOSEPH BURKE

ERIC MICHAEL KAESTNER

KYLE AMBROSE MCLAUGHLIN

BLAKE DANIEL HELMS

KIRK DENNIS HAEFNER

LUKE GRADOVILLE

SEAN MICHAEL RICE

SCOTT ALLEN ANDERSON

PEYTON Lee WEBER

Within 25 miles of Atkins, IA, Best Investors lists 65 registered investment advisory firms with 167 offices nearby, managing about $9.79T in combined regulatory AUM across 1,271,199 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 Atkins

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM