Best financial advisors in Colesburg, IA

Registered advisers within 25 miles of Colesburg, IA.

Offices

17

Firms

12

Combined AUM

$3.84T

Firm-wide filings, not assets booked only here

Clients

529K

529,107 clients when Item 5C has a number

Avg / client

$7.25M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

325 Main Street
Colesburg, IA 52035

EAGLE STRATEGIES LLC

316 S 1ST ST
GUTTENBERG, IA 52052

EDWARD JONES

133 1st Ave E
DYERSVILLE, IA 52040

13.2 miles away

PRINCIPAL SECURITIES, INC.

239 1ST AVE E
DYERSVILLE, IA 52040

13.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

337 1st Ave E
Dyersville, IA 52040-1204

13.2 miles away

EDWARD JONES

124 E FAYETTE ST
MANCHESTER, IA 52057

AVANTAX PLANNING PARTNERS, INC.

217 NORTH FRANKLIN
MANCHESTER, IA 52057

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

201 E Main St
Manchester, IA 52057

19.1 miles away

OSAIC WEALTH, INC.

208 N. FRANKLIN ST.
MANCHESTER, IA 52057

19.1 miles away

OSAIC WEALTH, INC.

118 W MAIN ST STE 6
MANCHESTER, IA 52057

19.1 miles away

EDWARD JONES

204 South 12th St
MANCHESTER, IA 52057-2130

19.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

5900 Saratoga Rd Ste 7
Dubuque, IA 52002

24.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

5900 Saratoga Rd Ste 2A
Dubuque, IA 52002

24.2 miles away

EDWARD JONES

4867 ASBURY ROAD SUITE #3
DUBUQUE, IA 52002

24.6 miles away

EDWARD JONES

4840 ASBURY RD STE 100A
DUBUQUE, IA 52002

24.7 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

4991 RADFORD CT
DUBUQUE, IA 52002

24.8 miles away

LPL FINANCIAL LLC

1500 E. LAPOINTE STREET
PRAIRIE DU CHIEN, WI 53821

24.8 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

EAGLE STRATEGIES LLC

PRINCIPAL SECURITIES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

AVANTAX PLANNING PARTNERS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

LPL FINANCIAL LLC

Investors

DONNA AMY KUHLMAN

ANDREW DOUGLAS REIMER

Elliot Gordon Salter

Chance J Maiers

Elizabeth Anne Rude

BRENT DAVID HINERICHSEN

REX ALLAN MASSEY

Gretchen Kay Walter

ALAN EMERSON KELTNER

TAMMY LYNN Feldmann Kelchen

LEO KENNETH MONAGHAN

ANTHONY JOHN MONAGHAN

JENNIFER LEE KRITZ

Angela Sue Rave

CHERYL ANNE BIERMANN

Alexander Eugene Breckon

Joel Scott Lawlor

JAYMES DONALD BILLMYER

Marsha Margaret Abbott

APRIL JEAN HANSON

Katie Lorraine Preston

Nicole M Heiderscheit

THOMAS ALAN BARTON

SARAH ANN SPIRES

KATELYN ROSE BARTON

DANIEL EDWARD MOORE

NICOLE RENEE REEG

TAMMY Lee BEASLEY

TYLER MICHAEL KOZELKA

Within 25 miles of Colesburg, IA, Best Investors lists 12 registered investment advisory firms with 17 offices nearby, managing about $3.84T in combined regulatory AUM across 529,107 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 Colesburg

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM