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Best financial advisors in Bassett, IA

Registered advisers within 25 miles of Bassett, IA.

Offices
24
Firms
14
Combined AUM
$3.06T
Firm-wide filings, not assets booked only here
Clients
457K
457,315 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIRST HEARTLAND CONSULTANTS, INC.
R.D.DRENKOW & CO., INC.
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Tyler R Metcalf
Clint Morgan Whitcome
Matthew Steven Mummelthei
Jeremy James Heyer
DAVID JAMES JARVILL
BOBBI JO SPAINHOWER
ARCON ARMADA CONCEPCION
Jessie Kay Schultz
Mark Wilson Sindlinger
DAVID ALAN SLOTER
WILLIAM HENRY FELLER
ERICH JOSEPH FELLER
Eric Mark Miller
ANGIE RENEE HUBBARD
MARK DAVID HUBBARD
Garrett Akins
GREGORY WAYNE PIEHL
DANE JOHN JOHNSTON
RODNEY DEAN DRENKOW
ADAM JOSEPH FOLKERTS
April Cassandra Krutsinger
KEVIN C TENNYSON
PATRICK A CEFALO
THOMAS EDWARD WALDRON
HEATHER LEE WILLBORN
DENISE THOMAS ESKELSON
EMILY L LANE
MARK BROMM HOLMQUIST
JOSEPH M JASZEMSKI
Shelbey Jordan Lyons
Karen M. Sandrella
Alexander West
An Thu Le
KIM MARIE PRUITT
STEPHEN MICHAEL COLLINS
TODD ROBERT FAULKNER
David Richard Messina
Jolene Bennett
GARY DEAN PARSON
MYRA JEAN VERY
VANESSA MARI GONZALEZ-MARQUEZ
LEVI BUNKERS
FRANK REHHAUT
Nicholas James Bouwman
JEFFREY MICHAEL BECK
Morgan Beth Steege
David Joseph Hassman
Dwane Waterbury
Emily Marie Adams

Within 25 miles of Bassett, IA, Best Investors lists 14 registered investment advisory firms with 24 offices nearby, managing about $3.06T in combined regulatory AUM across 457,315 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 Bassett

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM