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Best financial advisors in Bolan, IA

Registered advisers within 25 miles of Bolan, IA.

Offices
41
Firms
20
Combined AUM
$4.38T
Firm-wide filings, not assets booked only here
Clients
396K
396,382 clients when Item 5C has a number
Avg / client
$11.0M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CONCORDE ASSET MANAGEMENT, LLC
INTEGRITY ALLIANCE, LLC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
PRINCIPAL SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
RDA FINANCIAL NETWORK
WILON WEALTH MANAGEMENT
INTELLICENTS INVESTMENT SOLUTIONS INC

Investors

David Richard Osborne
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
Jason Laurence Geving
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
KRISTY LEA MARQUIS
Todd Leet
Sara Jeanne Bodeen Carlsson
Jennifer Jean Verstegen
Nathan A Bothwell
WILLIAM RICHARD BURT
JEREMY MARK PETERS
Rachael Colleen Swanson
Amy Jo Dixon
Kristian James Lamont
Matthew Sonquist
BRENT WILLIS
STEPHEN RALPH PALEN
SHANNON KROPP
Mekenna R Weiss
Holly Marisa Johnson
RICHARD J. RYAN
JASON ALAN STIERMAN
Catherine Cooper
COLETTE M GUNHUS
ERIN KATHLEEN ORT
Karla Wellik
Savannah Halva
BRIAN LEE BLANKENBURG
DAVID MARK IVERSON
JOEL E TWEDT
DAVID KEITH ARNDT
MATTHEW JOEL TWEDT

Within 25 miles of Bolan, IA, Best Investors lists 20 registered investment advisory firms with 41 offices nearby, managing about $4.38T in combined regulatory AUM across 396,382 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 Bolan

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM