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Best financial advisors in Battle Creek, IA

Registered advisers within 25 miles of Battle Creek, IA.

Offices
6
Firms
6
Combined AUM
$1.32T
Firm-wide filings, not assets booked only here
Clients
140K
140,073 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

HARBOUR INVESTMENTS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

FRED ROY SWEERS
BRADLEY HOWARD GRIFFIN
TAMARA JO FLANIGAN
Gregory R Gallup
DUSTIN RICHARD JOHNSON
NEAL LAWRENCE MESECK
JARED MICHAEL KOCH
CRAIG TIMOTHY DOZARK

Within 25 miles of Battle Creek, IA, Best Investors lists 6 registered investment advisory firms with 6 offices nearby, managing about $1.32T in combined regulatory AUM across 140,073 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 Battle Creek

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 HARBOUR INVESTMENTS, INC. 3,203 clients · 257 advisers $9.60B AUM 6 INTEGRITY ALLIANCE, LLC 357 advisers $5.41B AUM