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Best financial advisors in Clear Lake, IA

Registered advisers within 25 miles of Clear Lake, IA.

Offices
38
Firms
25
Combined AUM
$4.80T
Firm-wide filings, not assets booked only here
Clients
590K
589,863 clients when Item 5C has a number
Avg / client
$8.13M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WILON WEALTH MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
PRINCIPAL SECURITIES, INC.
RDA FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CONCORDE ASSET MANAGEMENT, LLC
INTEGRITY ALLIANCE, LLC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Spenser Stephen Rahm
Tracy Deon Farland
Erica C Tweeten
JASON ALAN STIERMAN
Catherine Cooper
COLETTE M GUNHUS
ERIN KATHLEEN ORT
Karla Wellik
Savannah Halva
BRIAN LEE BLANKENBURG
Amy Jo Dixon
Kristian James Lamont
JEREMY MARK PETERS
Rachael Colleen Swanson
BRENT WILLIS
RICHARD J. RYAN
STEPHEN RALPH PALEN
Shane William Cooney
WILLIAM RAYMOND COONEY
WILLIAM CASEY MARTIN
WILLIAM CASEY MARTIN
JAKE ROBERT BROWN
ANN ELIZABETH HARTY
THOMAS BRIAN SERNETT
Gregory Braun
Stephanie Jo Lyles
Jason Laurence Geving
KRISTY LEA MARQUIS
Todd Leet
Sara Jeanne Bodeen Carlsson
Jennifer Jean Verstegen
Nathan A Bothwell
WILLIAM RICHARD BURT
Natalie Sue Swartout
Brennan J Swartout
Matthew Sonquist
SHANNON KROPP

Within 25 miles of Clear Lake, IA, Best Investors lists 25 registered investment advisory firms with 38 offices nearby, managing about $4.80T in combined regulatory AUM across 589,863 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 Clear Lake

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM