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Best financial advisors in Calmar, IA

Registered advisers within 25 miles of Calmar, IA.

Offices
28
Firms
12
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
556K
555,783 clients when Item 5C has a number
Avg / client
$6.61M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
LINCOLN INVESTMENT
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Investors

MATTHEW PAUL DIETZENBACH
Eric M Dietzenbach
ASHTON JULIA SCHWICKERATH
NICOLE MARIE WILTGEN
SARA ANN BULMAN
RENAE Q JOHNSON
LONDA KAY GRINNA
JONATHAN PAUL PIPHO
Spencer Calvin Cuvelier
James Troy Whitehill
Brett Van Sloten
Richard Wayne Cuvelier
Richard Robert Reiser
JASON ALLEN KNOX
Nathan Forester Paulsen
Zachary Shearer
Justin Wade Gullekson
JEFFREY ALAN OLINGER
Amanda Jo McIntosh
Russell Schouweiler
JASON MATTHEW SOLAND
CHAD MICHAEL MILLS
Taylor Renee Lensing
KEITH THOMPSON
TRACY JO DOSTAL
MATTHEW PAUL SIEGLE
MATTHEW HOWARD OLSON
Ryan Todd Burras
PAUL DAVID HUDSON
Mark Robert Cuvelier
DONALD JOSEPH DIETZENBACH
Ally Marie Grover
AARON LINN HVITVED
Travis Jerico Jensen
Brian Kenneth Jensen
AMANDA MARIE SCHNEIDER
Brian Paul Gibson

Within 25 miles of Calmar, IA, Best Investors lists 12 registered investment advisory firms with 28 offices nearby, managing about $3.68T in combined regulatory AUM across 555,783 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 Calmar

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 LINCOLN INVESTMENT 595 clients · 949 advisers $22.0B AUM