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Best financial advisors in Clyde, IA

Registered advisers within 25 miles of Clyde, IA.

Offices
97
Firms
30
Combined AUM
$5.23T
Firm-wide filings, not assets booked only here
Clients
1.24M
1,241,895 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Thomas Michael Geist
EMMI JOELL MILLER
Mark T. Cahill
Adam Shane Kline
Christopher Gerald Schonridge
Kerrie A Knudsen
Melanie Ann Vespestad
Karla Ruth Przybyszewski
Erik C Nilius
Heidi J Smith
DeAnn Kay Thompson
CRYSTAL N EDWARDS
Jackson J Rozenboom
Brian Derrick Herbel
KADEN LEE MIEDEMA
Jesse Andrew Mason
Travis Padget
JEROME M SCHWALLER
Brendan Glenn Lamont
ROBERT J MCCAREY
HARRISON MCCAREY
Cody Christopher VerHuel
Justin Michael Bjerke
Lucas Adam Peterson
JACOB JEREMIAH JOHNSON
DIJANA BURNIC
HUNTER STEVEN VANDERWAAL
Jakeb Carter Bakken
Allison Ver Steegt

Within 25 miles of Clyde, IA, Best Investors lists 30 registered investment advisory firms with 97 offices nearby, managing about $5.23T in combined regulatory AUM across 1,241,895 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 Clyde

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM