Best financial advisors in Berwick, IA

Registered advisers within 25 miles of Berwick, IA.

Offices

389

Firms

144

Combined AUM

$11.2T

Firm-wide filings, not assets booked only here

Clients

2.33M

2,331,375 clients when Item 5C has a number

Avg / client

$4.80M

Combined AUM ÷ clients

Nearby offices

J.P. MORGAN SECURITIES LLC

3410 8th St SW
Altoona, IA 50009

EDWARD JONES

2437 Adventureland DR Suite C
ALTOONA, IA 50009-0000

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3240 Hubbell Ave.
Des Moines, IA 50317

WELLS FARGO CLEARING SERVICES, LLC

2505 E EUCLID AVE
DES MOINES, IA 50317

J.P. MORGAN SECURITIES LLC

2012 SE Delaware Ave
Ankeny, IA 50021

CETERA INVESTMENT ADVISERS LLC

1401 E EUCLID
DES MOINES, IA 50316

CUSTOM WEALTH PLANNERS

2425 NORTH ANKENY BLVD UNIT #105
ANKENY, IA 50023

LPL ENTERPRISE, LLC

116 1ST AVENUE NORTH SUITE E
ALTOONA, IA 50009

INTEGRITY ALLIANCE, LLC.

317 8th Street SW
Altoona, IA 50009

LPL FINANCIAL LLC

2805 SW SNYDER BLVD, STE 532
ANKENY, IA 50023

EDWARD JONES

2005 S ANKENY BLVD STE 500
ANKENY, IA 50023

EDWARD JONES

320 8TH ST SE
ALTOONA, IA 50009

STATE FARM INVESTMENT MANAGEMENT CORP.

325 8th St SE
Altoona, IA 50009-1940

EDWARD JONES

4400 E UNIVERSITY AVE STE 100
PLEASANT HILL, IA 50327-1701

STATE FARM INVESTMENT MANAGEMENT CORP.

4436 E UNIVERSITY AVE
Pleasant Hill, IA 50327

EDWARD JONES

100 Main Street SE Suite 102
Bondurant, IA 50035-7721

STATE FARM INVESTMENT MANAGEMENT CORP.

207 NE Delaware Ave Suite 24
Ankeny, IA 50021

LPL FINANCIAL LLC

1551 SW PRAIRIE TRAIL PKWY
ANKENY, IA 50023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

1360 SW Park Square Ste 106, office 12/14
Ankeny, IA 50023

EDWARD JONES

917 EAST FIRST STREET SUITE D
ANKENY, IA 50021

Firms

J.P. MORGAN SECURITIES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CUSTOM WEALTH PLANNERS

LPL ENTERPRISE, LLC

INTEGRITY ALLIANCE, LLC.

LPL FINANCIAL LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

JEANIE RAY MARTIN

Lori Elizabeth Baldwin

Suzanne Marie Runyon

Travis Frederick Allen

Lucas Adam Peterson

DAVID LEO DUGGAN

MARK WILLIAM MCLAUGHLIN

Kent Alan Patterson

Lucas Michael Sibley

Deborah Darlene McReynolds

TIMOTHY ROBERT FORBES

Adam Charles Cave

Karl Paul Ritland

COREY PAUL CHANCELLOR

Christopher Gerald Schonridge

Cody Christopher VerHuel

DANA JOSEPH KIENE

Chase Robert Netusil

CLAYTON JOHN NETUSIL

Jakeb Carter Bakken

Within 25 miles of Berwick, IA, Best Investors lists 144 registered investment advisory firms with 389 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,375 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 Berwick

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM