Best financial advisors in Clive, IA

Registered advisers within 25 miles of Clive, IA.

Offices

401

Firms

150

Combined AUM

$11.4T

Firm-wide filings, not assets booked only here

Clients

2.33M

2,332,917 clients when Item 5C has a number

Avg / client

$4.88M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

1701 48TH STREET SUITE 200, OFFICE B
WEST DES MOINES, IA 50266

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

8525 MEREDITH DR
URBANDALE, IA 50322

STATE FARM INVESTMENT MANAGEMENT CORP.

4685 Merle Hay Rd Suite 100
Des Moines, IA 50322

INTEGRITY ALLIANCE, LLC.

3209 Ingersoll Ave STE 210
Des Moines, IA 50322

COMPASS FINANCIAL SERVICES

4801 WESTOWN PARKWAY
WEST DES MOINES, IA 50266

LPL FINANCIAL LLC

4801 WESTOWN PKWY
WEST DES MOINES, IA 50266-1045

CETERA INVESTMENT ADVISERS LLC

4920 PLEASANT STREET SUITE 2
WEST DES MOINES, IA 50266

AVANTAX PLANNING PARTNERS, INC.

4920 PLEASANT STREET SUITE #1
WEST DES MOINES, IA 50266

THE WEALTH CONSULTING GROUP

3106 Ingersoll Avenue
Des Moines, IA 50312

J.P. MORGAN SECURITIES LLC

3101 Ingersoll Ave
Des Moines, IA 50312

EDWARD JONES

1370 NW 114TH STREET SUITE 200
CLIVE, IA 50325

HORACE MANN INVESTORS, INC.

1370 NW 114th St #103
CLIVE, IA 50325

EDWARD JONES

4646 86TH ST
URBANDALE, IA 50322-1026

DSM FINANCIAL L.L.C.

3309 109TH STREET
URBANDALE, IA 50322

FORVIS MAZARS WEALTH ADVISORS, LLC

1401 50th Street Suite 350
West Des Moines, IA 50266

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

2650 UNIVERSITY AVE
DES MOINES, IA 50311

EDWARD JONES

10888 HICKMAN RD STE 2A
CLIVE, IA 50325

MIDWEST HERITAGE FINANCIAL ADVISORS

3580 EP TRUE PARKWAY
WEST DES MOINES, IA 50265

LPL FINANCIAL LLC

2940 INGERSOLL AVE STE 100
DES MOINES, IA 50312

THE WEALTH CONSULTING GROUP

2940 Ingersoll Ave., Ste. 100
Des Moines, IA 50312

Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

INTEGRITY ALLIANCE, LLC.

COMPASS FINANCIAL SERVICES

CETERA INVESTMENT ADVISERS LLC

AVANTAX PLANNING PARTNERS, INC.

THE WEALTH CONSULTING GROUP

J.P. MORGAN SECURITIES LLC

HORACE MANN INVESTORS, INC.

DSM FINANCIAL L.L.C.

FORVIS MAZARS WEALTH ADVISORS, LLC

MIDWEST HERITAGE FINANCIAL ADVISORS

Investors

MATTHEW STEPHEN MULLENIX

ANDREW MICHAEL PESCHONG

STEVEN ANTHONY CONARD

MICHELE ANN BJORKGREN

ALAN DAVID HULSTEIN

Steven Kent TALLMAN

JUSTIN EDWIN VAN HOUTEN

CALEB WELLINGTON PEARSON

GUY ALLEN DUANE LEMAN

TYLER DAVID PETERSON

MICHAEL JOHN DARR

Meredith Anne Mussmann

ZOE ELIZABETH PINS

Jeffrey Townsend

Grant Richard Fischer

Larry Steven Laughlin

MICHAEL JAMES REITER

Brian Matthew Becker

MICHAEL CHARLES MOLLER

Patrick John Keefer

John Michael Freeman

Daniel William Timmons

Mark Daniel Vance

MATTHEW GRAHAM WATTERS

JOEL ROBERT DRAKE

JULIA CLAIRE MCCORMICK

Within 25 miles of Clive, IA, Best Investors lists 150 registered investment advisory firms with 401 offices nearby, managing about $11.4T in combined regulatory AUM across 2,332,917 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 Clive

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM