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Best financial advisors in Charlotte, IA

Registered advisers within 25 miles of Charlotte, IA.

Offices
33
Firms
15
Combined AUM
$3.23T
Firm-wide filings, not assets booked only here
Clients
604K
604,487 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AUSDAL FINANCIAL PARTNERS, INC.
STRATOS WEALTH PARTNERS, LTD
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Investors

James Karl OMelia
CASEY ROBERT WALKER
GAYLON ELDON HEETLAND
BRIAN DEAN STEWARD
Thomas Jeffrey Harkins
David Linder
MARTIN JAY MURRELL
Kody Koberg
Will Thomas Froeschle
BENJAMIN MAX FROESCHLE
BRIAN CHRISTOPHER AUNAN
STEVEN ALAN KINRADE
JOSHUA AARON YOUNGBLOOD
PAUL CARMEN MILLER
KERRY LYNN SCHEPERS
Amber Rose Knickrehm
Jeremy Jason Venenga
Terri Sue Raymond
Alyssa L Burks
BENJAMIN NOLAN FANDERCLAI
BRAD STUART
ANDREW STEVEN MEYERS
CARINA LYNNE BUSH
Randy Allen Kirkpatrick
JOSEPH TYLER MILLS
KELSEY VICTORIA Gammon
Michel Otto Stephenitch
Christie Rutenbeck Akins
NATHAN A KREINBRINK
Andrew J Feller
Matthew Alan Coon
Jerome Bernard Kedley
Austin McNeal Eck
JACOB PAUL WOODCOCK
JAMES C NELSON
JOHN H NELSON
Travis Morehead
DAVID MICHAEL NELSON
AMY LYNN CAVANAUGH
Jamie Lynn Hugunin
MICHAEL D STEIGERWALD
KIMBERLY ANN STOLL
KARA ANN HOWE

Within 25 miles of Charlotte, IA, Best Investors lists 15 registered investment advisory firms with 33 offices nearby, managing about $3.23T in combined regulatory AUM across 604,487 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 Charlotte

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM