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Best financial advisors in Barney, IA

Registered advisers within 25 miles of Barney, IA.

Offices
17
Firms
9
Combined AUM
$2.64T
Firm-wide filings, not assets booked only here
Clients
369K
369,451 clients when Item 5C has a number
Avg / client
$7.15M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ZEGA INVESTMENTS, LLC
VALIC FINANCIAL ADVISORS, INC.
SILVER OAK SECURITIES, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Whitney Ann Messerschmitt
Ross S Rethmeier
DANIEL JOE NIELSEN
SARAH JEAN DORY
JOHN CHARLES RUDDY
SCOTT WILLIAM ADAMS
Kenneth Blaine Luckinbill
Peter Andrew Loiler
KATHLEEN SUE DENNIS
Bradley Richard Johnston
MATTHEW LEE STANGE
Madison Marie Peterson
Gentri Danae Reindl
GREGORY SCOTT DRISKELL
Jessica Dawn Connelly
Justin Richard Cole
Kyle G Wilson
DAVID MICHAEL BEMIS
James Rutherford
Ashley Taylor

Within 25 miles of Barney, IA, Best Investors lists 9 registered investment advisory firms with 17 offices nearby, managing about $2.64T in combined regulatory AUM across 369,451 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 Barney

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 VALIC FINANCIAL ADVISORS, INC. 38 clients · 1,341 advisers $29.2B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 SILVER OAK SECURITIES, INC. 42 clients · 119 advisers $2.45B AUM