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Best financial advisors in Burlington, IA

Registered advisers within 25 miles of Burlington, IA.

Offices
43
Firms
22
Combined AUM
$4.83T
Firm-wide filings, not assets booked only here
Clients
538K
538,283 clients when Item 5C has a number
Avg / client
$8.97M
Combined AUM ÷ clients

Nearby offices

Firms

INTEGRITY ALLIANCE, LLC.
EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
PRINCIPAL SECURITIES, INC.
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

MARVIN LEE THOMSON
Courtney M Gustafson
MICHAEL WAYNE SCHWENKER
Jane M VanFleet
Karen Sue Elliott
Kenneth Roger Petersen IV
JOSEPH DARRELL LEAKE
FREDERICK ANDREW SCHOLER
JEFFREY DAVID ERICKSON
Joseph R Jolin
Jon Walter Hart
MICHAEL TODD SHINN
Michael Vernon Benninghoven
Joel Anthony Sieren
CHERYL LEE BONNER
BRIAN JAMES FOECKE
JOSHUA RICHARD DENNING
Nicholas Richard Bronson
Kyle Scott Wagenbach
GREG M MILLER
TYLER JAMES LUTZ
Parker Denning
WALTER RAY STEPHENS III
SARA J HENNIGAR
Rachel L Conrad
JESSICA ANN SHILLINGTON
Anthony B Fullenkamp
JOEL SPENCER BOBB
TERESA ROSE WELLINGTON

Within 25 miles of Burlington, IA, Best Investors lists 22 registered investment advisory firms with 43 offices nearby, managing about $4.83T in combined regulatory AUM across 538,283 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 Burlington

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM