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Best financial advisors in Camp Dodge, IA

Registered advisers within 25 miles of Camp Dodge, IA.

Offices
403
Firms
147
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.37M
2,368,114 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ACADIA LEGACY GROUP
OSAIC WEALTH, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
VIVID WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
MERCER GLOBAL ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
KINGDOM WEALTH DEVELOPMENT, LLC
SOWELL MANAGEMENT
LPL FINANCIAL LLC
ZERO DAY CAPITAL ENTERPRISES LLC
AVANTAX PLANNING PARTNERS, INC.
MANCHESTERSTORY FUND MANAGEMENT, LP

Investors

Dustin L Lambert
Cody Ray Smith
TIMOTHY PATRICK DEROUIN
Reyna Taylor Immerfall
BRADLEY BRIAN STERK
SCOTT JAMES SNYDER
ANNE BALLANTINI-POEPPE
GRANT LAIR
RODNEY DAVID POTRATZ
SETH LEE BRINGLE
Luke William TerHark
Lance Wright
THERESA ANN TAYLOR
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
DARCY KAY STROINSKI
CHRISTINA ANN LUEDERS OCHANPAUGH
GERRIT WILLIAM VRIEZE
THOMAS RALPH CLARK
THOMAS JOHN ALEXANDER
MICHAEL JAMES ALEXANDER
ALEC HARROLD
ROGER ALAN JONES
JEFFREY ROBERT HARROLD
DAVID VAUGHN SOMMERS
DANIEL FRANK TREROTOLA
Kha Phan
Robert Dana Buckley

Within 25 miles of Camp Dodge, IA, Best Investors lists 147 registered investment advisory firms with 403 offices nearby, managing about $11.2T in combined regulatory AUM across 2,368,114 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 Camp Dodge

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM