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Best financial advisors in Bertram, IA

Registered advisers within 25 miles of Bertram, IA.

Offices
203
Firms
74
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
1.72M
1,717,978 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

NATIONS FINANCIAL GROUP, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ISA VENTURES FUND MANAGEMENT, LLC
CEDAR POINT CAPITAL PARTNERS, LLC
CHOREO, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
AAVIN EQUITY ADVISORS, LLC
LPL FINANCIAL LLC
CWM, LLC
RED CEDAR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRIVATE WEALTH ASSET MANAGEMENT

Investors

EUGENE VINCENT WEHRHEIM
EUGENE VINCENT WEHRHEIM
RACHEL ANN WEHRHEIM
Ryan Thomas Rader
Jeremy Richard Clark
NATHAN WAKEFIELD FISHER
Aaron Clark Epstein
BRIDGET CELIA DAVIS MEIER
TRENT LEE VON AHSEN
Blake Mitchell Chance
DAVID BRIAN ERNST
NICHOLAS JAMES TIMM
Ryne Henrich
Dalton E Bickford
ASHLEY NICOLE Fowler
Jeffrey Lee Johnson
MICHELLE LYNN HAVENER
Teddy Walter Steger
Madison Steger
Bailey Helen Dorrington
Jacob Daniel Hubanks
Dustin Elgersma
DAMON DARRELL WALKER
BENJAMIN ALLEN YOUNG
Erica Chavez
Allikan Cree Dianne Martens
SCOTT ROBERT ENGLAND
Lucas Cole Walker
ROGER GORDON ABEL
MARK David HUNTER
JONAS CASH EVERETT
SCOTT WILLIAM KLAHN
ELIAS GEE RANDEL
CASEY MUSHRUSH
Dana Wayne Goshon
John C Hill
JAMIE LEE YEISLEY
Justin Tyler Schultes
Amber Beth Koutny
Alex Joseph Jensen
KARA LYNN ROLOSON
JAMES CLARK HUMPHREYS
STEPHEN ROBERT MICKELSON
RYAN WILLIAM NORTON
Hayden Richard Passmore

Within 25 miles of Bertram, IA, Best Investors lists 74 registered investment advisory firms with 203 offices nearby, managing about $10.5T in combined regulatory AUM across 1,717,978 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 Bertram

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM