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Best financial advisors in Cedar Rapids, IA

Registered advisers within 25 miles of Cedar Rapids, IA.

Offices
235
Firms
82
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.75M
1,747,138 clients when Item 5C has a number
Avg / client
$6.16M
Combined AUM ÷ clients

Nearby offices

Firms

PRIVATE WEALTH ASSET MANAGEMENT
ROBERT W. BAIRD & CO. INCORPORATED
ISA VENTURES FUND MANAGEMENT, LLC
MORGAN STANLEY
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
CEDAR POINT CAPITAL PARTNERS, LLC
CHOREO, LLC
INTEGRITY ALLIANCE, LLC.
STONEFIELD INVESTMENT ADVISORY, INC.
ON INVESTMENT MANAGEMENT CO
CWM, LLC
GRIT FAMILY OFFICE, LLC
CUSTOM FIT FINANCIAL
BALANCED INVESTMENT ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Hayden Richard Passmore
Lainey A Ford
SCOTT JAMES CHIPOKAS
CRAIG M VANDERLEEST
JOSHUA GLENN MILLS
CATHERINE ELIZABETH KONICEK
Samuel William Tvedt
Kaylee M Montanez
Kara K Prickett
DOUGLAS RAY WENZEL
Elizabeth A Duggan
Samuel Ryan Rechkemmer
JON CARL BANCKS
Jacqueline R Meyer
JOANN MASTERS
ADAM JEFFREY MASKE
JULIE KAY VOGT
DONNA SUE JENKINS
Calista Lee Bergstrom
JAMES JOHN MCPARTLAND
VALERIE IRVINE
CINDY L MEYER
KELLY MARIE STOBB
RANDALL JOSEPH MCCRIGHT
Aaron Clark Epstein
BRIDGET CELIA DAVIS MEIER
TRENT LEE VON AHSEN
Blake Mitchell Chance
DAVID BRIAN ERNST
NICHOLAS JAMES TIMM
Ryne Henrich
Dalton E Bickford
ASHLEY NICOLE Fowler
RYAN JAMES KOESTER
AMY JEAN LEE
CASIE JEAN SPARKS
TAD ALLEN STOLLEY
NATALIE MARIE WEDEKING
SHANE FRANCIS PITKIN
STEPHEN RALPH JOHNSON
KIMBERLY MCINTOSH
JOSHUA SAMUEL LUERKENS
JOHN ARTHUR LOCHER
CRYSTAL EVERETT
DAVID JOHN PEYTON
JEFFREY ALAN DITSWORTH
Andrew J Verhille
DAVID WAYNE VERHILLE
DAVID JOSEPH FUNKE
Morgan Less
KELLY DEAN STEELE
JON ROBERT WERNER
JAMIE LEE YEISLEY
Justin Tyler Schultes
Amber Beth Koutny
Alex Joseph Jensen
KARA LYNN ROLOSON
WILLIAM DEAN HAHESY
Colby Ryan McIntire
Chad Leroy Gammon
Suresh Basnet
David L Knutson
David Michael Spanier
JEFFREY ANDREW HAUGSE
RICARDO DIAZ
JORDAN JOSEPH KUEHNER
STEVEN DANIEL THOMAS BRAGG
Austin L Lackey
LAWRENCE W WITZEL
BRIAN STANLEY BRANDT
BERT WILLIAM MCCLINTOCK

Within 25 miles of Cedar Rapids, IA, Best Investors lists 82 registered investment advisory firms with 235 offices nearby, managing about $10.8T in combined regulatory AUM across 1,747,138 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 Rapids

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM