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Best financial advisors in Burt, IA

Registered advisers within 25 miles of Burt, IA.

Offices
11
Firms
8
Combined AUM
$2.21T
Firm-wide filings, not assets booked only here
Clients
240K
240,449 clients when Item 5C has a number
Avg / client
$9.19M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
EDWARD JONES
AVANTAX PLANNING PARTNERS, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BFC PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

John Joseph Burns
Bruce Arthur Keith
Nicole Marie Myer
JEFFREY G KNAPP
AARON ROBERT GRETEMAN
Angela Mae Ennen
THAD ANTHONY LICHTER
Jennifer Elizabeth Penning
DOUGLAS MICHAEL MARLOW
Alexander William Schwarck
ALEX MICHAEL ELBERT
ANDREW A JANSEN
AMY MARIE JANSEN
Bailey Ross
McKenzie Rose Jorgenson
Brady Ross
JEFFREY WILLIAM BRANDT
PATRICK DAVID REDING
BONITA HWANG SCHNURR
Kevin Lee Sanger

Within 25 miles of Burt, IA, Best Investors lists 8 registered investment advisory firms with 11 offices nearby, managing about $2.21T in combined regulatory AUM across 240,449 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 Burt

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 6 AVANTAX PLANNING PARTNERS, INC. 2 clients · 169 advisers $7.57B AUM 7 BFC PLANNING, INC. 190 advisers $3.84B AUM 8 BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. 6 clients · 72 advisers $906M AUM