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Best financial advisors in Belmond, IA

Registered advisers within 25 miles of Belmond, IA.

Offices
15
Firms
11
Combined AUM
$3.04T
Firm-wide filings, not assets booked only here
Clients
534K
534,440 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
BRADFORD FINANCIAL CENTER
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PROSPERITY CAPITAL ADVISORS
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
SUMMIT AG ADVISORS, LLC
WILON WEALTH MANAGEMENT

Investors

BRIAN CHARLES KAPKA
JOSHUA ROBERT FAABORG
Michael Jenison
Blake Perry Jackson
Jordan L Meyer
HOLLY ANN MILLER
DAVID STANTON
SHALLON JEAN WEIS
MARTY WILLIAM SCHIMP
JAMES WILLIAM TAUSZ
KEVIN LYNN KAKACEK
Natalie Sue Swartout
Brennan J Swartout
Kevin Lee Sanger
Soren Anderson Heilskov
BELEN KRABBE
BRADLEY A SCHEIDEMAN
PHILIP FREDERICK HAUSER
Spenser Stephen Rahm
Tracy Deon Farland
Erica C Tweeten
JASON ALAN STIERMAN
Catherine Cooper
COLETTE M GUNHUS
ERIN KATHLEEN ORT
Karla Wellik
Savannah Halva
BRIAN LEE BLANKENBURG

Within 25 miles of Belmond, IA, Best Investors lists 11 registered investment advisory firms with 15 offices nearby, managing about $3.04T in combined regulatory AUM across 534,440 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 Belmond

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 PROSPERITY CAPITAL ADVISORS 299 clients · 107 advisers $4.39B AUM