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Best financial advisors in Carter Lake, IA

Registered advisers within 25 miles of Carter Lake, IA.

Offices
426
Firms
160
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
3.19M
3,194,151 clients when Item 5C has a number
Avg / client
$4.31M
Combined AUM ÷ clients

Nearby offices

Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EDWARD JONES
LUTZ FINANCIAL
HIGHTOWER ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
LPL ENTERPRISE, LLC
PRODIGY ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Carla K Stohlmann
Matthew R Liefer
Tyler Bryant Scritchfield
JENNIFER L BRASE
SETH RICHARD TRACY
DAVID SNYDER
JASON SCOTT HOUSTON
ROB ALLAN RANDELS
TIMOTHY JOEL HARRISON
CARI BETH BROWN
DANIEL L FERGUSON
Cody Keefe
Jeovany E Zelaya
PAUL ANTHONY LUDACKA
Kurtis Kammerer
JARED LEE ROHRER
Audrey Anne Borer
Sarah Ryan
CHRISTOPHER MICHAEL WAGNER
Landon Jaughn Sibole
JOSEPH RYAN HEFFLINGER
JUSTIN BRADLEY VOSSEN
NICHOLAS SAMUEL HALL
THOMAS AUBREY HODGSON
AUSTIN LEE WELLS
Ryan Ernest Schmidt
Shannon Rae Gohr
Alec Michael Johnston
Samuel James Bonebrake
JAMES PAUL BOULAY
JOSHUA R JENKINS
Joseph Daniel Carlson
Evan Eberly
Christina Laura Muska
Joshua Augustus Sapp
PAUL ALAN FOLKERS
Stephen Abels
CRAIG LAWRENCE TOOLEY
CHRISTOPHER JOHN WITTRIG
MATTHEW JAMES WISE
NARGES VICENTE
DYLAN ANDREW HENG
PAXTON DOUGLAS LINDNER PUELZ
DAVID JAMES MESCHER
MATTHEW ORIAN
TROY G. SEWELL
JENNI CHRISTIANSEN
Bob Jude Sledge
JOSEPH CHARLES CALABRO
JENNY CARBONILLA BANDIGAN
LISA JEAN COON
LOGAN NEIL LEROY HINES
JOSHUA AARON MUELLER
Kady Colleen Simons
DAMIAN ALLAN ALEXANDER
MATHEW BRADFORD HALVORSON
NOZIMDJON SAIDOV
BENNY CORONA
ABBY MICHELLE CARDENAS
ALMA GABRIELA GARCIA-LAGUNAS
ANTHONY SAMUEL GRAZZIANO
AHMED ALI ELMAGHRABY
ANDREW JAMES HANSEN
ANAHY HERNANDEZ-DURAN
RYAN D HORNER
SANDRA KAY HAGEMANN
JAMES RUSSELL LOMBARDI
MICHELLE HATTAM
ADAM CARNEY
NANCY ANN NEARY
ARON DAVID HUDDLESTON
Cathleen Marie Morrison
Amber Marie Terry
Johnny Carlisle
JOSHUA JOHN CANTRELL
RACHEL Ayame Lahela BIEVER
Andrew J Wegner
ANDREW CAPIN ROBINSON
JOHN T BELFORD
DWIGHT MAURICE FROST
Eric Grossjung
EDWARD JOSEPH MILITTI
DAVE R DUNHAM
MATTHEW JOHN SHALHOOB
T JASON HILLYARD
TIMOTHY R BASTIAN
KEVIN MICHAEL WELSH
NICOLE RENEE CLARK
STEVEN PAUL HENDRICKSON
CARROLL MARIE HACKER
DAWN MICHELE DRIES
PATRICK ANTONIO FRIESEN
AMY ELIZABETH RIGGS
MARK ROBERT YOSTEN
CHRISTINA L LARGE
Chase Richard Pflueger
BRETT M CARVER
CORY JAMES EPSTEIN
Timothy John Zielinski
MATTHEW EDWARD EWIN
ANDREW WILLIAM REHMANN
JAMES BEAU ROBINSON
GARRETT J FROST
Jennifer A Kortright
Amy S Fritch
Mark T Belford
Robert Jeffrey Forrest
Joseph Alan Finelli
Adam B Hess
Andres J Peck
Brandon T Miller
William C Koll
Maxwell Dunham
JUSTIN M HUMPHREY
ALVIN R ZACH
DAWN LANETTE BONACCI
BRADLEY A HESS
ANDY J JACOBITZ
LEONA BESS MITCHELL
STEWART CHURCHILL HARTMAN
JENNIFER JOAN ANDERSON
JILL M YOUNG
Alexander C Otte
Jeffrey Dolejs
Nicholas Joseph Nalbach
Andrew C Fox
EDWARD JOSEPH MILITTI
JOHN ALAN DAHIR
WILLIAM JAMES CARVER
JOHN PATRICK WRIGHT
ROBERT H O'NEIL
RYAN ANDREW MIKLUSCAK
ROBERT MARK BRIGHAM
DIANE KAY HAND
EDWARD JOSEPH BREZENSKI
KEVIN ROBERT LOBERG
MATTHEW JAMES FREY
JOEL T. BARJENBRUCH
ERIC BAUMERT
Michael Rich Smith
GERARDO Josue CASTILLO
PRICE CLAYTON RIVERS
PHILIP JAMES RUDEN
MICHAEL JOHN EGLSEDER
TODD RAYMOND TRAUTMAN
Madeleine Elena Jesse
Arnaldo Jose Ovalles Dominguez
BENNETT RYAN FOGARTY
CHRISTOPHER R KNUST
SCOTT CHARLES PRAI
SHARON LEE HYER
BRET DOUGLAS SALOMON
Lynn B Nepple
JUSTIN MICHAEL BOSTIC
Matthew A Peterson
DAVID MICHAEL CASTEEL
STEPHANIE A DANKS
Valerie Jeanelle Newman
DEBRA SUE ALVARADO
Brent Kelley
MICHAEL JUDE WINCEK
JAMES LESLIE PEKELDER
DAVID LEE PIMPER
Suzanne Kay O'Donnell
Matthew Neel McWilliams
JOHN CHRISTOPHER KELLY
COLIN MICHAEL KRAMER
MISTY M. NEWMAN
DANIEL MURRAY SHULTZ
Wyatt James Webster
KEVYN PAUL SOPINSKI
KYLE DANIEL RYAN
MATTHEW RYAN FERGUSON

Within 25 miles of Carter Lake, IA, Best Investors lists 160 registered investment advisory firms with 426 offices nearby, managing about $13.8T in combined regulatory AUM across 3,194,151 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 Carter Lake

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM