Best financial advisors in Baldwin, IA

Registered advisers within 25 miles of Baldwin, IA.

Offices

22

Firms

10

Combined AUM

$3.21T

Firm-wide filings, not assets booked only here

Clients

605K

604,673 clients when Item 5C has a number

Avg / client

$5.30M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

101 WESTGATE DR UNIT 2
MAQUOKETA, IA 52060

EDWARD JONES

807 WEST PLATT STREET
MAQUOKETA, IA 52060

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

107 E Quarry St.
Maquoketa, IA 52060

OSAIC WEALTH, INC.

146 S MAIN STREET
MAQUOKETA, IA 52060

LPL FINANCIAL LLC

119 S MAIN ST STE 4
MAQUOKETA, IA 52060

AMERIPRISE FINANCIAL SERVICES, LLC

414 E Platt St
Maquoketa, IA 52060-2411

EDWARD JONES

100 FOX ST SE
CASCADE, IA 52033

16.8 miles away

EDWARD JONES

1714 1ST AVE E UNIT 1
CASCADE, IA 52033

16.8 miles away

LPL FINANCIAL LLC

400 1ST AVE W
CASCADE, IA 52033

16.9 miles away

EDWARD JONES

315 S Main St
Monticello, IA 52310

20.5 miles away

EDWARD JONES

216 N Main St Suite 2
Monticello, IA 52310-1748

20.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

117 W 1st Street
Monticello, IA 52310

20.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

820 W 1st St
Monticello, IA 52310

21.3 miles away

EDWARD JONES

101 Davidson Blvd Suite 100
ANAMOSA, IA 52205

22.3 miles away

PRINCIPAL SECURITIES, INC.

106 S FORD ST
ANAMOSA, IA 52205

23.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1133 11th St
DeWitt, IA 52742

23.7 miles away

EAGLE STRATEGIES LLC

107 N 2nd Street
Bellevue, IA 52031

23.7 miles away

LPL FINANCIAL LLC

212 N RIVERVIEW STREET
BELLEVUE, IA 52031

23.8 miles away

EDWARD JONES

615 10th Street Suite 1
De Witt, IA 52742-1336

23.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

908 6TH AVE
DE WITT, IA 52742

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

EAGLE STRATEGIES LLC

Investors

Terri Sue Raymond

Jeremy Jason Venenga

KERRY LYNN SCHEPERS

Amber Rose Knickrehm

STEVEN ALAN KINRADE

JOSHUA AARON YOUNGBLOOD

PAUL CARMEN MILLER

BRIAN CHRISTOPHER AUNAN

Allison C Kettmann

Brad Wayne Ludwig

Jacob M Westhoff

AMY MARIE COOPER

Craig Roger Thompson

Christian Ty Brokaw

BRIAN DAVID GOGEL

MARC DOUGLAS KERSCHER

Kent Larry Streicher

RALPH JEFFREY ULFERTS

TRICIA LYNN HOLDGRAFER

ROBERT VERNON CARR

BRET ROBERT JOHNSON

James Karl OMelia

CASEY ROBERT WALKER

GAYLON ELDON HEETLAND

BRIAN DEAN STEWARD

Thomas Jeffrey Harkins

Within 25 miles of Baldwin, IA, Best Investors lists 10 registered investment advisory firms with 22 offices nearby, managing about $3.21T in combined regulatory AUM across 604,673 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 Baldwin

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM