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Best financial advisors in Beacon, IA

Registered advisers within 25 miles of Beacon, IA.

Offices
50
Firms
19
Combined AUM
$4.84T
Firm-wide filings, not assets booked only here
Clients
571K
571,227 clients when Item 5C has a number
Avg / client
$8.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
PARK AVENUE SECURITIES LLC
INTELLICENTS INVESTMENT SOLUTIONS INC
CWM, LLC
EAGLE STRATEGIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Brandon Kain
Austin Lee Norris
Michael Busch
Sean Coen
Jennifer Lynn Main
Amber Coffey
BRIAN KEITH FITZPATRICK
Josie Lynn Davis
Kaurie Marinkovich
Justin David Madsen
Dakota William Hills
Joshua A Weishaar
KEVIN LUGENE VANWYK
MICHAEL EUGENE ROOZEBOOM
TYLER EVAN JUNKER
AUSTIN TUNIS VER MEER
Levi Andrew Ver Meer
STEVEN LEE VERMEER
RYAN JON ANDERSON
KASIN LEE BECKWITH
JEFFREY TROY FISCELLA
Isaiah Rozenboom
Jason A Rozenboom
MATTHEW JOHN VANMAANEN
Jacob Thomas Olson
Connie Suzanne McCleary-Geiger
Landon Vander Leest
Megan Elizabeth Holland
DAWN JEAN KLEIS
Caleb Allen Van Arendonk
Nathan Lee Van Donselaar
Tricia Lynn De Haan
SAMUEL VANDEWEERD
Zachary James Vande Weerd
MARK ALAN WISKUS
CRAIG ALBERT WASSENAAR
MICKY ISAAC SNIEDER

Within 25 miles of Beacon, IA, Best Investors lists 19 registered investment advisory firms with 50 offices nearby, managing about $4.84T in combined regulatory AUM across 571,227 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 Beacon

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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