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Best financial advisors in Cedar Valley, IA

Registered advisers within 25 miles of Cedar Valley, IA.

Offices
88
Firms
38
Combined AUM
$5.60T
Firm-wide filings, not assets booked only here
Clients
950K
950,330 clients when Item 5C has a number
Avg / client
$5.90M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
NATIONS FINANCIAL GROUP, INC.
AMERITAS ADVISORY SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
MIDWESTERN FINANCIAL GROUP
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Investors

ANTHONY HEINZ LUNECKAS
Alexander Lee Zipse
RILEY ELIZABETH GARDAM LARSON
CAROLINA NEWTON
Sara Sedlacek
Alec John Feller
LUCAS DAVID PROTTSMAN
Devon B Inman
Kael Adam
Hannah Taylor
CHRISTOPHER DAVID LEYDEN
Bradley L Baldes
BRUCE D KOUT
ROBERT JAMES RINDELS
NICHOLAS JOSEPH LEYDEN
Bryce Timothy Shelman
Alisa Justine Blackwell
Kaylee Ann Shelman
BRADLEY LEE SHELMAN
Reed Mells
SEAN PATRICK THOMAS TOBIN
ELIZABETH ANN MOORES
Kevin M Linn
WILLIAM EDWARD COAN
RYLAN E DEVALOIS
ROSS EUGENE DEVALOIS
CHAD ALLEN BURTCH
RANDAL WILLIAM STUDER
BRENDA CHARLENE BARTHELMAN
MERLE DEAN MILLER
JACQUELINE KAY JACKMAN-CUNNINGHAM
Jeremy Dean James
Heaven Rose French
WILLIAM HAYES MONTAG
Cameron John Tammen
ANTHONY JAMES SCHAU
Michael Burrell LeFever
Benjamin Jon Fortune
Andrew David O'Neill
Matthew Carroll Wooldrik
TIMOTHY CHARLES NEGRO
JOSEPH DELBERT JAY
PATRICK SHIHADY CAMPBELL
ANDREW PETER PICCHIETTI
HAI VIET VU
Phuc Thien Lovan

Within 25 miles of Cedar Valley, IA, Best Investors lists 38 registered investment advisory firms with 88 offices nearby, managing about $5.60T in combined regulatory AUM across 950,330 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 Valley

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM