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Best financial advisors in Aureola, IA

Registered advisers within 25 miles of Aureola, IA.

Offices
27
Firms
17
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
460K
459,916 clients when Item 5C has a number
Avg / client
$10.1M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
RDA FINANCIAL NETWORK
INTEGRITY ALLIANCE, LLC.
CONCORDE ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

WILLIAM HENRY FELLER
ERICH JOSEPH FELLER
Eric Mark Miller
DAVID ALAN SLOTER
Jeremy James Heyer
Jessie Kay Schultz
Mark Wilson Sindlinger
DAVID JAMES JARVILL
BOBBI JO SPAINHOWER
ARCON ARMADA CONCEPCION
Mekenna R Weiss
Holly Marisa Johnson
SHANNON KROPP
Matthew Sonquist
RICHARD J. RYAN
Sara Jeanne Bodeen Carlsson
Jennifer Jean Verstegen
Nathan A Bothwell
WILLIAM RICHARD BURT
Todd Leet
STEPHEN RALPH PALEN
KRISTY LEA MARQUIS
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
Jason Laurence Geving
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
BRENT WILLIS

Within 25 miles of Aureola, IA, Best Investors lists 17 registered investment advisory firms with 27 offices nearby, managing about $4.64T in combined regulatory AUM across 459,916 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 Aureola

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM