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Best financial advisors in Bartlett, IA

Registered advisers within 25 miles of Bartlett, IA.

Offices
36
Firms
15
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
1.05M
1,046,742 clients when Item 5C has a number
Avg / client
$4.68M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
EDWARD JONES
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL ENTERPRISE, LLC

Investors

REBECCA SUE FEGAN
TRAVIS MICHAEL HENSLEY
RONALD SCOTT PAYNE
BRETT JOHN BENGFORD
CHRISTOPHER JAMES JOHNSON
CHARLES EARL TRAUGER
DAVID LEE PEASE
Tylar S Tierney
JOHN CHARLES HOGELAND
Evan Brant Cox
Adam M Howard
MICHAEL DEAN BORNS
JEREMIAH DAVID MUMM
AARON BISHOP
Eric James Ford
C. SCOTT VANDERVEEN
REX JOSEPH GORACKE
KIEL AMBROSE VANDERVEEN
COLE WALTER SHARP
DEREK BIRD
Michael A. Schuldt
Bradley Joseph Ksiazek
Matthew Robert Portrey
BRIAN MICHAEL GROSS
LANCE DALLAS CORNELIUS
Dustin Wayne Christiansen
JOHN MICHAEL JAMES
MATTHEW RICCHINI
Brandi Madsen
Mark Edwin Moore
CECILIA LOSEE

Within 25 miles of Bartlett, IA, Best Investors lists 15 registered investment advisory firms with 36 offices nearby, managing about $4.90T in combined regulatory AUM across 1,046,742 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 Bartlett

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM