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Best financial advisors in Carroll, IA

Registered advisers within 25 miles of Carroll, IA.

Offices
20
Firms
14
Combined AUM
$2.64T
Firm-wide filings, not assets booked only here
Clients
248K
247,754 clients when Item 5C has a number
Avg / client
$10.7M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRINCIPAL SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GRETEMAN CAPITAL MANAGEMENT
PFS INVESTMENTS INC.
EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
GLADSTONE WEALTH PARTNERS
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
TRUE WEALTH, LLC
TRUE WEALTH NATION
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Cameron Leighton Janson
Jordan Lee Janson
Cole Leonard Collison
MATT JOHN RAMAEKERS
Ted R Ramaekers
CLAYTON JOHN NETUSIL
NICHOLAS LOUIS GRETEMAN
DUANE MERLE HORSLEY
Brady Dicks
AMY RIDDLE
KRISTINA J HORSLEY
DAVID LEON JOHNSON
JEFFREY ALAN NELSON
Aubrey Kemerling
Ashley Tennigkeit
ANN KAY SLECHTA
TIMOTHY JAY RIAL
JEFFREY EUGENE BOES
MAEVE KATHLEEN MCNAMEE DANIELSON
JOHN MARK SKLENAR
NICHOLAS JOHN SKLENAR
Wyatt Austin Gauchat
Josie Marie Bengford
Lindsey Victoria Handlos
Brett Francis Adams
Nichole Marie Olberding
Shellie Larie Haluska
Sean Michael Haluska
Todd Otto Green
Greg D Hansman
TREVIS ROBERT BEECK

Within 25 miles of Carroll, IA, Best Investors lists 14 registered investment advisory firms with 20 offices nearby, managing about $2.64T in combined regulatory AUM across 247,754 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 Carroll

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 PRINCIPAL SECURITIES, INC. 1,717 clients · 1,513 advisers $17.0B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM