Best financial advisors in Birmingham, IA

Registered advisers within 25 miles of Birmingham, IA.

Offices

34

Firms

11

Combined AUM

$3.35T

Firm-wide filings, not assets booked only here

Clients

444K

443,710 clients when Item 5C has a number

Avg / client

$7.54M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1309 S MAIN ST Suite 3
FAIRFIELD, IA 52556

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

709 1st St. Ste. 3
Keosauqua, IA 52565

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

107 EAST WASHINGTON Ave
FAIRFIELD, IA 52556

EDWARD JONES

108 SOUTH COURT
FAIRFIELD, IA 52556-0014

EDWARD JONES

204 1/2 South 20th St
Fairfield, IA 52556

EAGLE STRATEGIES LLC

406 W. BURLINGTON
FAIRFIELD, IA 52556

EDWARD JONES

111 EAST BROADWAY AVENUE
FAIRFIELD, IA 52556

CEDAR CREEK CAPITAL MANAGEMENT, LLC

123 N. MAIN STREET SUITE 8
FAIRFIELD, IA 52556

AMERIPRISE FINANCIAL SERVICES, LLC

106 N 28th St
Fairfield, IA 52556

10.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

508 N 2nd St. Ste. 203
Fairfield, IA 52556

10.3 miles away

VANDERBILT ADVISORY SERVICES

505 N 4th Street #202
Fairfield, IA 52556

10.3 miles away

VANDERBILT ADVISORY SERVICES

505 N 4th St ste 202
Fairfield, IA 52556

10.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELD, IA 52556-8757

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELDF, IA 52556

12.8 miles away

BRIDGEPORT FINANCIAL SOLUTIONS

1776 Pleasant Plain Road
Fairfield, IA 52556

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFEILD, IA 52556

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 Pleasant Plain Rd.
Fairfield, IA 52641

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN
FAIRFIELD, IA 52556

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 PLEASANT PLAIN RD.
FAIRFIELD, IA 52556-8757

12.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1776 Pleasant Plan Rd.
Fairfield, IA 52556

12.8 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

EAGLE STRATEGIES LLC

CEDAR CREEK CAPITAL MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

VANDERBILT ADVISORY SERVICES

BRIDGEPORT FINANCIAL SOLUTIONS

Investors

Joseph Adam Stever

Amos Matthew Stovall

JANICE SUSAN TOWNE

BOBBY WAYNE NORTHUP

STACEY ANNE MARTIN

HEATHER LEE RATHBUN

Gavin Bryce Stever

John Ball Stever

Connie Denise Boyer

CHAD ROYSE HUFF

Brian Ronald Olson

CHAD ERIC THOMPSON

Gregory Allen Miller

Kevin Christopher Ihrke

HAL PHILIP MASOVER

Annalisa Sunshine Clifford Gold

STUART TAYLOR VALENTINE

William C Carlisle

JEANNE SUZANNE GERST

MARC L LAUREANO

KABIR M PARASHER

Sagar Ramesh Patel

COLLEEN MCGUIRE BELL

AARON LOCKE HOBART

Jill Renee Silvers

Jodi Marie Tacker

BRIDGET ANN MELLOTT

Garret Severt Wahlers

Chelsea Miller Sones

Thomas Graham Wittrock

Johnny Scott Townsley

Justin Duwayne Zeimet

Jill Nicole Simmons

BARRY JACK SCHMIDT

TROY WAYNE BENDER

TONYA L MCCAMPBELL

JODY JOHN TOTTON

KEVIN RONALD MANZ

MATTHEW ARON NELSON

KEVIN J PATTERSON

MATTHEW EVERETTE GOODWIN

Jennifer Sue Cornett

KRISTINA LEE QUINN

JEREMY JUDE FLEEMAN

MELISSA JOY NORDABY

JEFFREY GEORGE WICK

VALARIE KNOBLOCK VEST

JAMES DAVID BICKNELL

WILLIAM ALLEN BARTON

GRETCHEN ANNE RASMUSSEN

SUSAN ELIZABETH DOUGHERTY

JEREMY KENT BOOTH

SARAH MAIRE BERNER

ERIC CHARLES MCCONNELL

DAVID JAMES SILVERS

Andrea Lynn Shafer

ANDREW LEE BOWERS

JACQULYN D FLATTERY

TIFFANY NICOLE DEPENNING

ADAM ALAN SAWYER

CARRIE LYNN LATHROP

KENNETH ROBERT LESKO

ALEXANDRIA KATHERYN Den Hartog

ZACHARY DAVID HAGER

CARTER WILLIAM SMELSER

CHRISTIN BROOKE MILLER

Denver Wayne Carlson

Marcella Gabrielle Downing Rysdam

CLINTON VANCE GRIFFIS

Jordin Alicia Post

Dylan Lee Gilpin

Danielle Nicole Schaffer

Lauren Ashley Detiveaux

Benjamin Paul Detiveaux

KELLIE LYNN DUFFY

TODD ANDREW CLARK

STEPHEN NORVELL CREW

JONATHAN JAMES WOLFE

KYLE JAMES CARTER

BRIAN WALLACE SCHILLING

MANDY TATE MOORE

JEFFREY KURT VOREIS

SHAYNA MARIE HENDERSON

Thomas Richard Camuso

KRISTEN CHEYENNE Civin

Gabrielle Lynn Harris

KRISTOPHER KRAIG EMICK

JOSEPH G GREENFIELD

Jessica Feddern Sanders

BRITTANY M GUFFEY

PETER DOMENICO DOLLIVE

BENJAMIN LEE SIEDLIK

LUIGINO ETTORE PETRONE

LINDSEY ELIZABETH DERBY

PETER GRANT FENTON

Avangeline Subsin

SETH AARON MILLER

Virginia Grace Erispaha

Roseann C Johnson

SUSAN DENISE VARGASON

JEFFREY FRANCIS VIVACQUA

CODY JAMES SOLVERSON

TYLER JAMES MILLER

Michelle Deborah Buss Starks

BRADLEY MARK CONNER

ROBERT JOSEPH JACOBSEN

Britni Miriam Ensminger

Joshua Nels Miller

MARILYN L RADTKE

Blaine Daniel Widmer

STEPHEN MICHAEL YOUHN

LEWIS MAVERICK BALLARD

AUSTIN ROBERT COLLINS

Jacob Ives Fremgen

Carter Rand Miskin

MARK JOHN THORNTON

RICHARD GEORGE EDE

Within 25 miles of Birmingham, IA, Best Investors lists 11 registered investment advisory firms with 34 offices nearby, managing about $3.35T in combined regulatory AUM across 443,710 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 Birmingham

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 CREATIVEONE WEALTH, LLC 62 clients · 230 advisers $6.25B AUM 8 VANDERBILT ADVISORY SERVICES 64 clients · 160 advisers $2.11B AUM