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Best financial advisors in Cartersville, IA

Registered advisers within 25 miles of Cartersville, IA.

Offices
26
Firms
18
Combined AUM
$4.66T
Firm-wide filings, not assets booked only here
Clients
544K
544,009 clients when Item 5C has a number
Avg / client
$8.56M
Combined AUM ÷ clients

Nearby offices

Firms

RDA FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
INTEGRITY ALLIANCE, LLC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CONCORDE ASSET MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WILON WEALTH MANAGEMENT

Investors

RICHARD J. RYAN
STEPHEN RALPH PALEN
BRENT WILLIS
SHANNON KROPP
Mekenna R Weiss
Holly Marisa Johnson
Sara Jeanne Bodeen Carlsson
Jennifer Jean Verstegen
Nathan A Bothwell
WILLIAM RICHARD BURT
Amy Jo Dixon
Kristian James Lamont
JEREMY MARK PETERS
Rachael Colleen Swanson
Todd Leet
KRISTY LEA MARQUIS
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
Jason Laurence Geving
Matthew Sonquist
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
JASON ALAN STIERMAN
Catherine Cooper
COLETTE M GUNHUS
ERIN KATHLEEN ORT
Karla Wellik
Savannah Halva
BRIAN LEE BLANKENBURG
Spenser Stephen Rahm
Tracy Deon Farland
Erica C Tweeten

Within 25 miles of Cartersville, IA, Best Investors lists 18 registered investment advisory firms with 26 offices nearby, managing about $4.66T in combined regulatory AUM across 544,009 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 Cartersville

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM