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Best financial advisors in Bernard, IA

Registered advisers within 25 miles of Bernard, IA.

Offices
67
Firms
29
Combined AUM
$4.68T
Firm-wide filings, not assets booked only here
Clients
619K
618,959 clients when Item 5C has a number
Avg / client
$7.56M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTHCARE ADVISORY PARTNERS LLC
THE LIFE GROUP FINANCIAL SERVICES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
NBC SECURITIES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Jacob M Westhoff
Allison C Kettmann
Brad Wayne Ludwig
AMY MARIE COOPER
Sharon Marie Meyer
SCOTT ALLEN GOINS
JOSEPH EVANOVICH
MICHAEL SCOTT BLESSING
DOUGLAS DANIEL KOOPMANN
Samuel Michael Herrig
CHARLES THOMAS CUNLIFFE
Amanda Leigh Maiers
KEITH THOMAS LEVERENTZ
JUSTIN D SMITH
Luke James Swirtz
Paul Matthew Thompson
Emily Schwendinger
Sharon Kathleen Kluesner
Chase Zachary Hefel
WILLIAM THOMAS BENNETT
JOHN ROY HACKETT
ANTHONY JEROME KEPPLER
CAROLYN LEE BENNETT
SUZAN MARIE MARTIN-HALLAHAN
TERRY JOHN BELKEN
CHEYANNE M SCHMITT
RANDY JOHN BUTLER
MARK EDWARD HOAGLIN
Brian Greenwood
John Charles Greenwood
THOMAS ALAN BARTON
SARAH ANN SPIRES
KATELYN ROSE BARTON
DANIEL EDWARD MOORE
BARBARA BARTON
NICOLE RENEE REEG
TAMMY Lee BEASLEY
Stefan Arthur Johnson
Weston John Vorwald
CHERYL ANNE BIERMANN
Alexander Eugene Breckon
Joel Scott Lawlor
Andrew W Smith
JAYMES DONALD BILLMYER

Within 25 miles of Bernard, IA, Best Investors lists 29 registered investment advisory firms with 67 offices nearby, managing about $4.68T in combined regulatory AUM across 618,959 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 Bernard

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM