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Best financial advisors in Bevington, IA

Registered advisers within 25 miles of Bevington, IA.

Offices
349
Firms
140
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,288 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

VALIC FINANCIAL ADVISORS, INC.
GREMLER FINANCIAL CORP
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
ZEGA INVESTMENTS, LLC
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

KATHLEEN SUE DENNIS
MARK ROBERT GREMLER
SAMUEL OWEN SORENSON
Jason Siemens
Benjamin Kevin Pearson
Christopher M Larson
Lance David Eddie
Jeffrey Steven WInslow
DANIEL JOE NIELSEN
JOHN CHARLES RUDDY
SARAH JEAN DORY
Whitney Ann Messerschmitt
Ross S Rethmeier
Kenneth Blaine Luckinbill
Peter Andrew Loiler
SCOTT WILLIAM ADAMS
Grant Phillip McGraw
KENT ALLEN POWGNAS
Kimberly Ann Guilford
Andrei J Murphy
CHRISTIAN JAMES SIEBERT
Emily Lynn Bates
Andrew Douglas Leech
Todd Robert Lappe
AMY Michelle WHITE

Within 25 miles of Bevington, IA, Best Investors lists 140 registered investment advisory firms with 349 offices nearby, managing about $11.2T in combined regulatory AUM across 2,331,288 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 Bevington

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