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Best financial advisors in Boone, IA

Registered advisers within 25 miles of Boone, IA.

Offices
47
Firms
24
Combined AUM
$4.50T
Firm-wide filings, not assets booked only here
Clients
1.21M
1,208,286 clients when Item 5C has a number
Avg / client
$3.73M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RUSSELL WEALTH ADVISORS
FIRST HEARTLAND CONSULTANTS, INC.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Kevin Hanson
Samuel James Byriel
Shellie Grabau
ADAM D RUSSELL
ANDREW D RUSSELL
GARY DEAN RUSSELL
Alyson Brianne Price
Perry Alan Overton
TROY LEE THOMPSON
KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar
JEFFREY M HATLEVIG
Katie Jane Regan
MATTHEW MARK HELLER
LANE DOUGLAS SIRES
ETHAN THOMAS MECHLING
KELSEY RAE SUMMERS
NOEL SPENCER LAGNEAUX
SARAH LYNN KOTH
WILLIAM HENRY THORNE
TERRY DEAN CROSS
Austin Don Masterson Woodin
Blake Illg
Andrew Jon Kral
Andrew Murdoch
RICHARD ALLEN SMITH
CHRISTINE MARY KORTE
RICHARD JAMES KEELING
MEGAN LYNN NIFFENEGGER
DARREN CHRISTOPHER GAUCK
John Jeffery Tillo
JASON E ZEHR
KARLA ANN SEXTON
MITCHEL CEA PETERSON
DANIEL P DIVINE
JEFFREY ALAN GATCHEL
Brent M Johnson
RICHARD SCHANY NELSON
STEPHEN PATRICK KESTER
Shea Thilges
ANDREW IREANEUS GRUBE
MASON DAVID ZEIKEL GROVE
BETH CHRISTINE WILLIAMS

Within 25 miles of Boone, IA, Best Investors lists 24 registered investment advisory firms with 47 offices nearby, managing about $4.50T in combined regulatory AUM across 1,208,286 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 Boone

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM