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Best financial advisors in Bradgate, IA

Registered advisers within 25 miles of Bradgate, IA.

Offices
36
Firms
16
Combined AUM
$3.61T
Firm-wide filings, not assets booked only here
Clients
505K
504,723 clients when Item 5C has a number
Avg / client
$7.15M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AVANTAX PLANNING PARTNERS, INC.
SOUND INCOME STRATEGIES, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

KOLE THOMAS PETERSEN
BAILEIGH Je'Nae ASHBROOK
JAMES DARRYL BRANDT
Claire Sienne Naeve
Jaxon N Heinz
Clifton Michael Kalafatich
Dawn Marie Parle
Aiden O Christensen
Tony R Christensen
JARED HERMAN KLINGENBERG
Kevin Peter Marso
MATTHEW PERRY JOHNSON
Amanda Nicole Johnston
MICHAEL PAUL DONNAN
JADA ANN HALLBERG
PATRICK DAVID REDING
BONITA HWANG SCHNURR
JEFFREY WILLIAM BRANDT
Brady Ross
Bailey Ross
McKenzie Rose Jorgenson
DOUGLAS MICHAEL MARLOW
Alexander William Schwarck
ALEX MICHAEL ELBERT
ANDREW A JANSEN
AMY MARIE JANSEN
Nicole Marie Myer
JEFFREY G KNAPP
AARON ROBERT GRETEMAN
Angela Mae Ennen
THAD ANTHONY LICHTER
Jennifer Elizabeth Penning
Bruce Arthur Keith
John Joseph Burns
MITCHELL EDWARD LUNN
LETITIA MARIE ANDERSON

Within 25 miles of Bradgate, IA, Best Investors lists 16 registered investment advisory firms with 36 offices nearby, managing about $3.61T in combined regulatory AUM across 504,723 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 Bradgate

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM