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Best financial advisors in Atlantic, IA

Registered advisers within 25 miles of Atlantic, IA.

Offices
21
Firms
10
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
454K
453,874 clients when Item 5C has a number
Avg / client
$7.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
GREAT VALLEY ADVISOR GROUP, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
PRINCIPAL SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Judd Joseph Meneely
ERIN MARIE FREUND
GEORGE ANTON HOWARD
JEFFREY LEO MORENZ
Ruth Faye Sears
MICHAEL DALE ALLEN
BETH CHRISTINE WILLIAMS
Kyler Eric-Richard Morgan
ALEC THOMAS SINDELAR
Nathan L Lane
MARK ALAN SMITH
Elvis Hass
Thomas Charles Gross
Brian Allen Wedemeyer
JENNIFER ANN JOHNSON
ZACHARY ALAN WIGES
DILLAN JAMES HAMILTON
Joel William Becerra
RONALD ROY HAMILTON
BRADY JOHN GRIFFIN
JERRAD DEAN POPP
DAULTON JOHN JULIUS MAASSEN
Clark Chester Ahrenholtz
DIANE IRENE STEWART
Kayla Jane Jacobs
Thad Nelson
ANTHONY LEE HOUGH
THOMAS M ZACCONE
Rebecca Mae McClain
Deborah Jo Davis

Within 25 miles of Atlantic, IA, Best Investors lists 10 registered investment advisory firms with 21 offices nearby, managing about $3.44T in combined regulatory AUM across 453,874 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 Atlantic

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM