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Best financial advisors in Beaconsfield, IA

Registered advisers within 25 miles of Beaconsfield, IA.

Offices
11
Firms
6
Combined AUM
$1.56T
Firm-wide filings, not assets booked only here
Clients
103K
103,150 clients when Item 5C has a number
Avg / client
$15.1M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
SILVER OAK SECURITIES, INCORPORATED

Investors

Randall Kevin Gregg
Amanda R Cannon
William Neumann Thomas
DAVID MICHAEL BEMIS
Madison Marie Peterson
Gentri Danae Reindl
GREGORY SCOTT DRISKELL
Jessica Dawn Connelly
James Rutherford
Justin Richard Cole
Kyle G Wilson
MATTHEW LEE STANGE
Ashley Taylor
Bradley Richard Johnston

Within 25 miles of Beaconsfield, IA, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $1.56T in combined regulatory AUM across 103,150 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 Beaconsfield

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 SILVER OAK SECURITIES, INC. 42 clients · 119 advisers $2.45B AUM 6 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM