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Best financial advisors in Columbia, IA

Registered advisers within 25 miles of Columbia, IA.

Offices
33
Firms
16
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
564K
564,475 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
AVANTAX PLANNING PARTNERS, INC.
RIA ADVISORY GROUP, LLC

Investors

Matthew Luke Kissinger
LEROY LESLIE FRANCK
GARY JOHN OLSON
Janis Marie Aldridge-Harris
Kerry Masako Garcia
KEVIN JOSEPH WADLE
WICK CUNNINGHAM
JOSEPH CONRAD CUNNINGHAM
Kelly Lochiel Shives
Adam John Norris
Adam Dean Bahr
Brock Lynn Rodgers
Ashley Renee Abbas
MARIA ALYSE HUNTER
AVERY MARIAH PIERSCHBACHER
DAVID DEAN KNIGHT
DENISE LYNNETTE STORM
DAVID MARTIN FLETCHER
TODD EUGENE CHAMBERS
Chad Daniel Klyn
Wendy Sue Albers
MICHAEL DEAN VERMEER
WENDY LYNN SIMS
Larry Lee Curry
KEVIN LUGENE VANWYK
John Mark Krogstad
Zach Veenstra
Kaurie Marinkovich
Justin David Madsen
Dakota William Hills
Joshua A Weishaar
REID CHRISTOPHER EVANS
NICOLE CECIL BOULAIS
Isaiah Rozenboom
Jason A Rozenboom

Within 25 miles of Columbia, IA, Best Investors lists 16 registered investment advisory firms with 33 offices nearby, managing about $3.68T in combined regulatory AUM across 564,475 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 Columbia

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 CWM, LLC 248 clients · 642 advisers $50.6B AUM