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Best financial advisors in Clayton Center, IA

Registered advisers within 25 miles of Clayton Center, IA.

Offices
21
Firms
12
Combined AUM
$3.80T
Firm-wide filings, not assets booked only here
Clients
545K
545,445 clients when Item 5C has a number
Avg / client
$6.97M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK
LINCOLN INVESTMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AVANTAX PLANNING PARTNERS, INC.
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

ANDREW DOUGLAS REIMER
DONNA AMY KUHLMAN
TYLER MICHAEL KOZELKA
Kristin N. Hill
James Michael Jones
Bridget Nichols
Jeffrey James Clausen
Allie A Thornton
Robert William Bird
Benjamin Denton Achenbach
Kimberly Geneva Schmelz
DARYL FRANK KRUSE
DANIEL JOSEPH KRUSE
JARED CARL KREMER
CHRISTINE J REIERSON
Michael Lee Johnson
AMANDA MARIE SCHNEIDER
Brian Paul Gibson
Travis Jerico Jensen
Brian Kenneth Jensen
ALAN EMERSON KELTNER
LEO KENNETH MONAGHAN
ANTHONY JOHN MONAGHAN
Gretchen Kay Walter
TAMMY LYNN Feldmann Kelchen
JENNIFER LEE KRITZ

Within 25 miles of Clayton Center, IA, Best Investors lists 12 registered investment advisory firms with 21 offices nearby, managing about $3.80T in combined regulatory AUM across 545,445 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 Clayton Center

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM