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Best financial advisors in Bondurant, IA

Registered advisers within 25 miles of Bondurant, IA.

Offices
402
Firms
147
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,368,114 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
UNCOMMON WEALTH PARTNERS, LLC
U.S. BANCORP ADVISORS, LLC
SOUND INCOME STRATEGIES, LLC

Investors

Christopher Gerald Schonridge
Adam Shane Kline
Lori Elizabeth Baldwin
Suzanne Marie Runyon
Lucas Adam Peterson
TIMOTHY ROBERT FORBES
Adam Charles Cave
Lucas Michael Sibley
Deborah Darlene McReynolds
DAVID LEO DUGGAN
JEANIE RAY MARTIN
CRYSTAL N EDWARDS
Cody Christopher VerHuel
Dillon Miller
Isabelle Kling
Jackson J Rozenboom
Brian Derrick Herbel
Jakeb Carter Bakken
JACOB JEREMIAH JOHNSON
DIJANA BURNIC
HUNTER STEVEN VANDERWAAL
PHILLIP TODD RAMSEY
Cody Kowalski
Sheryl Lynn Dutcher
Michael John Mathis
Grant James Thomas
Shadi Mubaidin
Amanda Nicole Johnston
MATTHEW PERRY JOHNSON
DARCY KAY STROINSKI
Kent Alan Patterson
GRACIELA PILAR VAN WYK
Ryleah Laine Wyngarden Cross

Within 25 miles of Bondurant, IA, Best Investors lists 147 registered investment advisory firms with 402 offices nearby, managing about $11.2T in combined regulatory AUM across 2,368,114 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 Bondurant

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