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Best financial advisors in Avon Lake, IA

Registered advisers within 25 miles of Avon Lake, IA.

Offices
380
Firms
144
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,375 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
DES MOINES INVESTMENTS, LLC

Investors

Joseph Henry Schettler
JAILA M SKINNER
Cooper J Schettler
Andrew Michael Dietz
Keri Elizabeth Blake
Chase Geiger
JAMES EDWARD WILTERDINK
Todd Robert Lappe
Jeffery L Lohmeier
Kolby Alan Moore
Kristen Marie DeJoseph
Emily Elaine Stover
AMY Michelle WHITE
CHAD JEREMY KUEHL
KENT ALLEN POWGNAS
Kimberly Ann Guilford
Andrei J Murphy
CHRISTIAN JAMES SIEBERT
Emily Lynn Bates
Andrew Douglas Leech
Grant Phillip McGraw
Dillon T Kimberley
Larry Douglas King
DAVID DANIEL HARKIN
BAILEY C JENSEN
JAMES RANDALL WALFORD
ANTHONY JOHN WEISSHAAR
COREY PAUL CHANCELLOR

Within 25 miles of Avon Lake, IA, Best Investors lists 144 registered investment advisory firms with 380 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,375 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 Avon Lake

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM