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Best financial advisors in Cedar Falls, IA

Registered advisers within 25 miles of Cedar Falls, IA.

Offices
98
Firms
44
Combined AUM
$4.64T
Firm-wide filings, not assets booked only here
Clients
686K
685,851 clients when Item 5C has a number
Avg / client
$6.76M
Combined AUM ÷ clients

Nearby offices

Firms

HEARTLAND FINANCIAL SERVICES, LTD.
PRINCIPAL SECURITIES, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
FENCL ADVISORY SERVICES, LLC
LSB WEALTH MANAGEMENT
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
AMERICAN FINANCIAL MANAGEMENT, LTD.

Investors

DAVID ALVIN BEATY
MATHEW DAVID DRISCOLL
ADRIAN JAMES TURNER
KENNETH MICHAEL FROST
JASON CHARLES LUDERS
MARK DONALD MCCOMBS
NICHOLAS WILLIAM BLASBERG
Hunter Kade Bell
KYLE A RASMUSSEN
Russell Carroll Pierpont
SCOTT B. WIRTZ
RYAN HANNAM
PAIGE CHERYL MILLER
RYAN J KRIENER
Remington Kaylynn Van Raden
WAYNE ALLAN JACOBSON
ETHAN DREW JACOBSON
Logan J Wolf
TODD ALAN JOHNSON
PHILLIP JOHN JOHNSON
DANIEL FENCL
HAILEY Jo BROTEN
CINDY SUE GLEASON
Jana Sue Eilderts
Shannon Hall
SPENCER R JOHNSON
Kyle Nodarse
BRADLEY JOE MCCUNNIFF
Justin Buck
Todd D Thomas
Tony Ryan Patterson
GLEN CAMERON HENRY
CAMERON JON HENRY
HOWARD RICHARD DOBSON

Within 25 miles of Cedar Falls, IA, Best Investors lists 44 registered investment advisory firms with 98 offices nearby, managing about $4.64T in combined regulatory AUM across 685,851 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 Cedar Falls

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM