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Best financial advisors in Cambridge, IA

Registered advisers within 25 miles of Cambridge, IA.

Offices
306
Firms
118
Combined AUM
$9.67T
Firm-wide filings, not assets booked only here
Clients
1.33M
1,333,421 clients when Item 5C has a number
Avg / client
$7.25M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
EAGLE STRATEGIES LLC
MERCER GLOBAL ADVISORS INC.

Investors

Kerrie A Knudsen
Melanie Ann Vespestad
Karla Ruth Przybyszewski
Erik C Nilius
Heidi J Smith
DeAnn Kay Thompson
Eric Bryan
NICHOLAS STANLEY
EMMI JOELL MILLER
Preston Matthew Pickar
SHELLEY KAY MAGNANI
Nicholas Adam Topp
Thomas Michael Geist
Maggie Marie Anthony
Douglas David Dodgen
Josiah Soderstrum
Cody Molacek
Jarret Braden White
MICHAEL MCVICKER
CHRISTINE MARY KORTE
RICHARD JAMES KEELING
MEGAN LYNN NIFFENEGGER
PATRICIA JOSEPHINE BROWN
CRYSTAL N EDWARDS
Jackson J Rozenboom
Brian Derrick Herbel
Mark T. Cahill
Blake Illg
Ryan Riviere
Jonathan Nathaniel Close
CHAD EUGENE COPLEY
Brock Wuebker
ANDREW IREANEUS GRUBE
MASON DAVID ZEIKEL GROVE
BETH CHRISTINE WILLIAMS
Joni Lynn Steenhoek
Dillon Miller
JAY ALLEN BLACK
Andra Lyn Reason

Within 25 miles of Cambridge, IA, Best Investors lists 118 registered investment advisory firms with 306 offices nearby, managing about $9.67T in combined regulatory AUM across 1,333,421 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 Cambridge

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 PRINCIPAL ASSET MANAGEMENT 137 clients · 129 advisers $428B AUM