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Best financial advisors in Brandon, IA

Registered advisers within 25 miles of Brandon, IA.

Offices
59
Firms
28
Combined AUM
$4.34T
Firm-wide filings, not assets booked only here
Clients
631K
630,943 clients when Item 5C has a number
Avg / client
$6.88M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NATIONS FINANCIAL GROUP, INC.
OSAIC WEALTH, INC.
INNOVATIVE WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
NET WORTH ADVISORS
TUVE INVESTMENT MANAGEMENT, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Mark Jacob McGarvey
MARK ALAN GEERTSMA
MIKAL LUDOLPH
ADAM DEAN STEENBLOCK
ZACHARY ALLEN KNUTSON
KIMBERLY LYNN HOFFMANN
Lincoln White
Heather Michelle Cox
MARISSA KAY QUANDAHL
MIKEL DOUGLAS MARKEY
Deon David Cleveland
Harley Ryan Nelson
JOSEPH THOMAS TREWIN
OWEN MICHAEL TEW
TIMOTHY JAMES REED
JEFFREY LYNN PETERSON
Rebecca Lynn Kruckenberg
Dean Rollin Studer
Nile Joseph Studer
Nicholas Dale Dennie
KATHLEEN ANN KENNICOTT
ROSS JAMES BARBATTI
Steven Kenneth Koch
STANLEY JOHN TUVE
JOHN STANLEY TUVE
Katrina Helle
MATTHEW JAMES HENNIG
THOMAS THEODORE JAEGER
STEVEN JAMES NIDA
KYLE DAVID WINTER

Within 25 miles of Brandon, IA, Best Investors lists 28 registered investment advisory firms with 59 offices nearby, managing about $4.34T in combined regulatory AUM across 630,943 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 Brandon

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM