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Best financial advisors in Burnside, IA

Registered advisers within 25 miles of Burnside, IA.

Offices
32
Firms
16
Combined AUM
$3.82T
Firm-wide filings, not assets booked only here
Clients
522K
522,188 clients when Item 5C has a number
Avg / client
$7.32M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
VISIONX WEALTH PARTNERS
NORTHWEST WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
BFC PLANNING, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
SPC
WELLS FARGO CLEARING SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

BROCK James NORTON
TANNER EUGENE UTLEY
ZACHARY SCOTT CLARK
SHAWN RAY MCCARTY
ANDREW R MCCARVILLE
RICHARD ALLEN MCCARVILLE
SCOTT JOSEPH JULIUS
Kaden Tyler Steven McClintock
TIMOTHY JAY KRAAYENBRINK
Cole Kenneth Jaeschke
Brennan Fehr
Ryan Campbell Kent
MICHAEL JOSEPH FRISCHMEYER
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought
MARK BRIAN CHINGREN
TRACY ANN CRIMMINS
CAROL JEAN BREESER
BRETT STONE UNDERBERG
JEFFREY ROBERT HAUPTS
Gabriel Lee Pettit
BRETT DAMIAN LAUINGER
LETITIA MARIE ANDERSON
MITCHELL EDWARD LUNN
Travis Havel
GERALD MATTHEW GOEBEL

Within 25 miles of Burnside, IA, Best Investors lists 16 registered investment advisory firms with 32 offices nearby, managing about $3.82T in combined regulatory AUM across 522,188 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 Burnside

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM