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Best financial advisors in Bagley, IA

Registered advisers within 25 miles of Bagley, IA.

Offices
12
Firms
6
Combined AUM
$1.93T
Firm-wide filings, not assets booked only here
Clients
245K
244,743 clients when Item 5C has a number
Avg / client
$7.89M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
EDWARD JONES
LPL FINANCIAL LLC
AEGIS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
KESTRA ADVISORY SERVICES, LLC

Investors

MICHELE MARIE MCCARTY-WOODS
Jackson E Morton
Robert Dean Dozier
TIMOTHY JAMES HEISTERKAMP
JULIANA GOWAN DUKES
David Jeffrey Grove
Jonathan Nathaniel Durr
Lisa Cassidy
Brendon Lane Johansen
Joseph Todd Ollila
Stephanie Danielle Waskey
Mason William Yerian
SEAN MICHAEL BURKE
Jimmy Fish
Hunter Shelton Pistole
Griffin Joseph Malatino
RANDY STEVEN FARISH
KEVIN Lee HOCKER
DAVID WILLIAM STANLEY
GORDON SPENCER CAMPBELL
JAMES JOSEPH ROSS WHEELER
ALEC EDMOND MUEHLEMEYER
Hilary Zaragoza
Melissa Rose Loest
ROBERT JAMES CARR
Andrew Brommer
Aaron Sturm
KURTIS CHARLES THOMPSON
KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar

Within 25 miles of Bagley, IA, Best Investors lists 6 registered investment advisory firms with 12 offices nearby, managing about $1.93T in combined regulatory AUM across 244,743 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 Bagley

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 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM 6 AEGIS WEALTH MANAGEMENT, INC. 30 advisers $216M AUM