Best Investors Account Sign in

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

LEGACY BRIDGE PRIVATE FAMILY OFFICES
KINGDOM WEALTH DEVELOPMENT, LLC
SOWELL MANAGEMENT
AVANTAX PLANNING PARTNERS, INC.
VIVID WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
MERCER GLOBAL ADVISORS INC.
LPL FINANCIAL LLC
ZERO DAY CAPITAL ENTERPRISES LLC
WELLS FARGO CLEARING SERVICES, LLC
MANCHESTERSTORY FUND MANAGEMENT, LP
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
EDWARD JONES
PTMA INVESTMENT ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INTEGRITY ALLIANCE, LLC.

Investors

TIMOTHY L KADLEC
Stephen Boyd Musser
CHRISTINA ANN LUEDERS OCHANPAUGH
GERRIT WILLIAM VRIEZE
THOMAS RALPH CLARK
Robert Dana Buckley
CAMERON DALE MCCARTY
THOMAS STUART BREITBACH
Shera Adriana Erickson
WILLIAM PATRICK SCHMIDT
MICHAEL JAMES FRANKE
DENIZ TUNCAY FRANKE
RICHARD SCOTT DAVIS
DONALD VINCENT PICK
MATTHEW ROSS MC CULLA
Anthony Zollman
Garrett Miller
JEFFREY CHARLES FRANKE
BIANCA D Rowland
DANIELLE LYNN SNYDER
JEFFREY RICHARD MILLER
Andrew Mark Pick
KENDRA LEE ERKAMAA
BAILEY R FAWKES
ALANA MAUDE FERGUSON
Lauren Michelle Kaniuk
MATTHEW DEAN BUSICK
KARA LYNN DOROTHY
THOMAS JOHN ALEXANDER
MICHAEL JAMES ALEXANDER
ALEC HARROLD
ROGER ALAN JONES
JEFFREY ROBERT HARROLD
DAVID VAUGHN SOMMERS
DANIEL FRANK TREROTOLA
Kha Phan
BRENT EMERSON MOORE
ALEXANDER THOMAS MURPHY
JAMES RANDALL WALFORD
Aisha Kay Rehberg-Booth
Luke Alan Aduddell
DONALD GENE BOYD II
JEFF A JERGENS
Scott Norman Barsness
HERBERT EDWARD MODGLIN
GREGORY STONE BENDINGER
Dustin L Lambert
Cody Ray Smith
Courtney Lynn Clarke
ANGELA M OWEN
Michael Howard Hefner
Gregory Michael Hefner
David Andrew Hefner
Derek Charles Wilkerson

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