Best Investors Account Sign in

Best financial advisors in Center Point, IA

Registered advisers within 25 miles of Center Point, IA.

Offices
159
Firms
61
Combined AUM
$9.38T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,269,107 clients when Item 5C has a number
Avg / client
$7.39M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
ACCEL WEALTH MANAGEMENT
EDWARD JONES
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
BUSBEE WEALTH ADVISORS LLC
BFC PLANNING, INC.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
BRIDGEWAY WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Investors

HEATH MICHAEL KILPATRICK
ANTHONY JOSEPH GAIFFE
Jason Christopher Willenborg
Todd J Manternach
MITCHELL LEE COOK
Juan Fernando Garcia Heredia
Stacy L Cannoy
Matthew Rumery
THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb
KIRK DENNIS HAEFNER
LUKE GRADOVILLE
SEAN MICHAEL RICE
SCOTT ALLEN ANDERSON
PEYTON Lee WEBER
CHRISTINE KAY FERRING
Derek Mitchell Schroder
GERALD KENT ASK
BRANDON CHARLES RUDE
Kyle Sorensen
Thomas R Neff
BROCK JUSTIN NOEL
DAVID DREW DASSELL
JARED ROUSH
SHERI LYNN BARRON
MICHAEL DAVID WRIGHT
MICHAEL JOSEPH KAISER
JEFFREY CHARLES BUSBEE
Mark Howard Hoffman
WILLIAM RALPH FLEMING
SHAWN KRISTIAN SCHUYLER
JADYN CHANG LOEDDING
OWEN PATRICK KENNEDY
STEVEN ALAN GUNDY
ROBERT REED ANDERSON
EDWARD JAMES DOUGHERTY
ERIC ALEXANDER DUNCAN
TRAVIS E FEUCHT
AMY L. DUNCAN
DAVID FRANCIS LAGRANGE
ARETHA DAWN RYAN
RYAN MATHEW WIESER
CHRISTOPHER DALE SCHRECKENGHOST
PATRICE IRENE HENJUM
GLENN HERBERT CRAY
Madyson Ellen Tracy
Renae Lynn Polensky
Shane Michael DeSherlia
Nancy Corrine Carrel
Jason Christopher Robinson
KIRK EDWIN PRESCOTT LITTLEWOOD
JAMES CONSTANTINE KEKERIS
TERRY LEE BETZELBERGER
RICHARD ROBERT RUSKEY
JAMES EDWARD NELSON
SCOTT TERRENCE MUNRO
SCOTT BRADLEY WASSERMAN
GARY PAUL NOTCH
MATTHEW JOSEPH POSEY
TODD ALLEN NYE
ROBERT WAYNE BAGBY
BRIAN PATRICK CORRIGAN
DAVID C KURT
DARIN LEE HUGHES
Sean Hardin
THOMAS CARLOS NIEVES
FARRUKH SHAZAD KAZMI
SCOTT ALLEN HUME
DAVID ALLEN WAMPLER
THOMAS PARKIN
SCOTT MICHAEL BRANNAN
CHRISTINA MARIE SILVIUS
PAIGE NICHOLE CHRISTOFFERSON
RICHARD THOMAS SEAL
EDWARD H PRINCE
LARRY LANDON COYLE
DYLAN DANIEL BROOKS
DANIEL ALAN MCCORKLE
JAMES ROBERT CALDWELL
CHRISTOPHER STEVEN ROHN
CLIFTON PAUL HIGGS
ANDREW LEE FEYERABEND
CHASE J BAUTE
SCOTT FOSTER HOSKINS
JOHN DAVID PATOCK
JOSEPH RICHARD MULLER
WILLIAM JAMES HOLOWATUK
STEVEN ANTHONY MUECKL
Adam Joseph Melom
Trevor David Heitland
Brad James LaGrange
Noor El Houda Bucholz
William Eric Sines
Kirk James Waara
Tofig Mammadov
Patrick James Senger
Austin James Francis
BYRON MATYSEK
EDWARD JAMES BALMES
BRENT CORNELIUS VERWERS
BECKY JANE GROVES
CHRISTOPHER DAVID SEIPLE
ARTHUR LESLIE JACKSON
MARK JAMES MURTHA
WILLIAM RAFFORD WHITE
PETER JON FERRARO
JEFFREY ALLEN MORRIS
JASON GREGORY SMITH
ION VALENTIN CANGEA
JOSEPH RONALD MEDLEY
TEDDY JOSEPH NEWMAN
CURTIS VERDELL LUND
ARTHUR DOUGLAS SALMON
THOMAS ADAM ROHN
RANDALL E DUGGAN
KELLY ANN KUNST
ROBERT JOHN GUSTAFSON
ERIC RICHARD STEEL
TARA L MCDONALD
WILLIAM DAVID FOK
JEFFREY PATRICK ROSEMAN
MAJID MUSTAFA KURESHI
MATTHEW DAVID SHINN
Matthew Neal Bins-Castronovo
THOMAS G GRESHAM
CHARLES WILLIAM HEIL
GEORGE DONALD STEEL
JOHN KENNETH PALMER
DORRIS GLENN JONES
GEORGE GREGORY CASEY
PHILLIP STEPHEN DEDINSKY
BRIAN JAMES MCCAULEY
REBECCA JO WARREN
DAVID RAYMOND FALK
ELTON ALBERT BUECHE
TERRY JOE PITCHFORD
LOUIS PATRICK DANNA
CHRISTOPHER SCOTT WILLIAMS
PAUL KURT SAXENMEYER
THOMAS ADAM ROHN
MEREDITH CABELL JONES
JAMES AUGUSTUS BOWERS
DAMIEN TIMOTHY CLARK
ROBERT PRESTON KENNEDY
JAMES VALENTINE MALAUSSENA
LUCAS SCOTT GRAY
WILLIAM GEBHART
Jakob Trent Jeffery
SHANE RUSSELL KALER
ANDREW JAKE GEIGER
AKHIL VENKATA GIRI
Chandler Lee Johnson
ROBERT BRUCE KERSEY
Thomas David Falk
ANDREW AUSTIN JOHNSON
DAVID SCOTT DOWNEY
ANDREW JAMES CHRISTOFFERSON
RICHARD MAURICE MURPHY
JOANNA MARIE SCHAUL
RANDY AUSTIN WILCOX
MATTHEW RICHARD SAMEK
SHELLEY RAE DAVENPORT
PEYTON JAMES WAGNER
THOMAS JOSEPH BERTHEL
SUZANNE MARIE WAGNER
Noah Schmall
Garret Locke
MICHAEL JOE MASON
LEIGH ANNE COOK
BRIAN PAUL BOCK
MICHAEL JOHN ALBERT
ANN KRAFT JOHNSON
GREGORY CHARLES ZANKER
Heather Marie Wild
Bailey Helen Dorrington
Andrew J. Wooldridge
Allison Ann Dirks
Devin James Bettmann

Within 25 miles of Center Point, IA, Best Investors lists 61 registered investment advisory firms with 159 offices nearby, managing about $9.38T in combined regulatory AUM across 1,269,107 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 Center Point

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM